Overview

Agreement Types allow users to filter to see a desired list of published agreements while allowing administrator's to manage agreements and the processing/approval process.

Creating Agreement Types

To add a new agreement type, enter the agreement type name and select “Add." Agreement type names must be unique values. 

A "Network Agreement Type" must be chosen in order to send proposals and agreements to partners via the Network. These types cannot be changed and are used by all Agreements clients.



 

Editing & Removing Agreement Types

To edit an agreement type name, select the pencil icon. To remove an agreement type, click the trash icon. Deleting an agreement type that is already in use on an agreement will not have any effect on the current agreements. The agreement type will not be an option for future proposals once it is deleted. 

Additional Resources

Here are other resources that may interest you: