How to create an agreement
1 | Open Agreements App |
2 | Click on New: blue button in the upper right-hand corner
Opens editing window |
3 | Add information and Save & Close
See Newly created agreement in right hand pane |
How to edit an agreement
1 | Open Agreements app |
2 | Click on any existing agreement in the list of agreement records
See preview of that agreement in right hand pane |
3 | Click Edit: blue button in the upper right-hand corner |
4 | Edit any field and Save & Close |
How to duplicate an agreement record
1 | Open Agreements app and select an existing Agreement
Agreement shows in view pane with Actions dropdown displaying |
2 | Choose Duplicate from Actions menu
Duplicate agreement dialogue displayed |
3 | Click "Select all/deselect all"
All checkboxes selected
|
4 | Click "Save and Close"
Agreement duplicated and opened in Edit view |
How to delete an agreement
1 | Open Agreements app and select an agreement |
2 | Click “Actions” menu (blue button in the upper right-hand corner) and select “Delete”
See prompt warning Agreement will be deleted |
3 | Click “Delete"
|
How to close an agreement:
Set an Agreement to Status = Close and set Reason for closure
1 | Open Agreements app and select agreement (see above for screenshots) |
2 | Edit agreement by clicking blue Edit button in the upper right-hand corner (see above for screenshots) Set Agreement status to “Closed” under Status dropdown menu
“Reason for closure” dropdown becomes active |
3 | Select a “Reason for closure” from the dropdown menu |
4 | Save & close Agreement
Agreement saved successfully. Status shown as “Closed”, Reason for Closure shown |