Attaching a license to an agreement
1 | Open Agreement app and select agreement - screenshot 1 |
2 | Edit agreement by clicking the Actions > Edit button and navigate to “All licenses” section |
3 | Click Add License - screenshot 2
Card added to Agreement edit screen with “Link license” option |
4 | Click Link License - screenshot 3
License search and sort displayed |
5 | Find license and select by clicking it in the results list - screenshot 4
License search and sort closes and selected license details added to card in Agreement edit screen |
6 | Set status of license using dropdown menu. You can also add text to the Note field. - screenshot 5 |
7 | Save and close Agreement
Agreement displays in view pane, and linked license details visible in License accordion |
Add a supplementary document to an agreement
1 | Open Agreement app and select agreement |
2 | Edit agreement and navigate to “Supplementary documents” section |
3 | Click “Add supplementary document”
Supplementary document card added to Agreement edit screen |
4 | Complete the Name field (required), and either input a Physical location, URL, or file. |
5 | Drag and drop (or use file) to upload file
File successfully uploaded |
6 | Click "Save and close"
Agreement is saved successfully. |
- See screenshot 1 from "Adding a license to an agreement" to see how to access the Supplementary documents section of an Agreement record.
Removing a license from an agreement
1 | Open Agreements app |
2 | Find agreement with linked license and select in the results list Agreement displayed in Agreement view panel |
3 | Edit agreement Agreement edit screen displayed |
4 | Navigate to the “All licenses” section Link license card present |
5 | Click the 'trashcan' icon on the license card that is to be removed from the agreement License card removed from the agreement |
6 | Save and close the agreement Agreement successfully saved, Agreement displayed in Agreement view panel |
- See screenshots 1 & 2 from "Adding a license to an agreement" to see how to access the Licenses section of an Agreement record.
Linking an organization record to agreement
1 | Open Agreement app and select agreement |
2 | Edit agreement and navigate to “Organizations” section |
3 | Click “Add Organization” - screenshot 1
Card added to Agreement edit screen with “Link organization” option |
4 | Click “Link organization” button - screenshot 2
Organization search and sort displayed |
5 | Find and select organization - screenshot 3
Organization search and sort closes and selected Organization details added to card in Agreement edit screen |
6 | Set Role (required). You can also add a note. - screenshot 4 |
7 | Click “Save and Close” - screenshot 4
Agreement is saved successfully. |
- See screenshot 1 from "Adding a license to an agreement" to see how to access the Supplementary documents section of an Agreement record.
Removing an organization record from an agreement
1 | Open Agreement app and select agreement with linked organization |
2 | Edit agreement and navigate to “Organizations” section
Linked organization card visible |
3 | Click Trash can icon on Organization card
Linked organization card removed from view |
4 | Save and Close agreement
Agreement successfully saves and displays. Linked Organization no longer in Organizations accordion |
- The trash can icon and option to Replace organization are in the right-hand corner next to the organization's name.