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. |
7
Navigate to Supplementary documents accordion and expand it
Expected Result
Supplementary document displayed with details you entered
8
Click URL
Expected Result
Specified URL opens in a new browser tab or window
9
Click File name
Expected Result
File is successfully downloaded
- 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 ( |
8
required). You can also add a note. - screenshot 4 |
7 |
Add text in Note field
Click “Save and Close” - screenshot 4
Agreement is saved successfully. |
9
Navigate to Organizations accordion and expand it
Expected Result
Linked Organization is shown with appropriate role, note and interface details
10
Click on External URL icon for an Interface
Expected Result
Specified URL opens in a new browser tab or window
11
Click “Show credentials”
Expected Result
- 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.