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, Category, Physical Location, URL |
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 Supplementary document displayed with details you entered |
8 | Click URL Specified URL opens in a new browser tab or window |
9 | Click File name File is successfully downloaded |
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” Card added to Agreement edit screen with “Link organization” option |
4 | Click “Link organization” button Organization search and sort displayed |
5 | Find and select organization Organization search and sort closes and selected Organization details added to card in Agreement edit screen |
6 | Set Role (any value) |
7 | Add text in Note field |
8 | Click “Save and Close” Agreement is saved successfully. |
9 | Navigate to Organizations accordion and expand it Linked Organization is shown with appropriate role, note and interface details |
10 | Click on External URL icon for an Interface Specified URL opens in a new browser tab or window |
11 | Click “Show credentials” Username and password shown |
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 |