1 | Open Agreement app and select one agreement |
2 | Edit agreement by clicking blue Edit button, and navigate to “Related Agreements” section at very bottom of agreement record |
3 | Click “Add related agreement”
Card added to Agreement edit screen with “Link agreement” option |
4 | Click “Link agreement” button
Agreement search and sort displayed |
5 | Find and select second agreement from the results list
Agreement search and sort closes and selected Agreement details added to card in Agreement edit screen |
6 | Set relationship to the agreement being edited (required)
Text displays says “<second agreement name> <relationship> <first agreement name>” (where <first agreement name> is the agreement you are currently editing) |
7 | Click “Save and Close”
Agreement is saved successfully. |
