Setup & Configuration

Learn the basics, and how to configure and manage your Agreements Management software.

• Agreements: Agreement Types
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... See more
• Agreements: Agreements Network
The Agreements Network is a solution to create, share, and publish agreements between network institutions, all electronically. When a new Agreements client joins the Network, they will receive a m... See more
• Agreements: Content Management
All forms needed to collect proposal or agreement details are created and managed in Content Management. To access them and create new forms, navigate to Agreements > Content Management.      Crea... See more
• Agreements: Nominations
Nominating your students for a partner’s program is as easy as changing the application’s status!The new “Nominations” functionality automates the sending of applications when you simply link the p... See more
• Agreements: Notifications
Individual permission groups can be assigned to receive automatic notifications for the following categories: General Notifications Approval Notifications Expiring Notifications Default Approver N... See more
• Agreements: Workflows
Proposal requirements and approval chains are determined by the workflow rules that the proposal meets. To create a workflow rule Agreements Admin > Workflows. Amendment requirements and approval c... See more
• Agreements: Settings
The Agreements Admin > Settings tab allows administrators to access and configure settings that impact their public-facing agreements proposal site. There are four sections on this page that house ... See more
• Agreements: Staff Management & Permissions
The Staff Management page (Agreements Admin > Staff Management) allows you to manage your administrative users and their access to the functionality on your site. This page is comprised of two part... See more