Managing Agreements

Understand all of the functionalities vital to managing and maintaining your international agreements.

  • Agreements: Managing Agreements plus icon minus icon
    • This sub-index outlines all Agreements Management Knowledgebase (KB) articles related to the topic of "Managing Agreements". These resources are to assist the admin in setting up and managing Agree... See more
  • Agreements: Contact List plus icon minus icon
    • All partner contact details, including those listed in both proposals and formalized agreements, are accessible in Contact List. To access all partner contacts, navigate to Agreements > Contact Lis... See more
  • Agreements: Sending and Managing Emails plus icon minus icon
    • Agreements Management now allows for emails to be sent per agreement as well as per contact. Along with sending communication directly from the system, you can also view a log of the emails sent, i... See more
  • Agreements: Importing Forms plus icon minus icon
    • Updating responses to forms is more efficient with the Import Forms feature. The form import template is organic and will evolve along with your growth of Agreements. Changes made to forms and ques... See more
  • Agreements: Amendments plus icon minus icon
    • This article covers the following topics related to the amendment functionality in Agreements Management: Amendment/Renewal Process Amendments List Amendment Edit Screens Amendment Sent to Sponso... See more
  • Agreements: Analytics plus icon minus icon
    • Analytics is a robust reporting tool that allows you to create visually appealing charts representing traveler and trip data.  This article discusses the following topics related to Analytics:  Pe... See more
  • Agreements: Reporting plus icon minus icon
    • Try Analytics To navigate to Reports, select Agreements > Reporting > Reports tab.   A - Reporting Menu: Reports and Dashboards both live under the Agreements > Reporting menu option. B - Reports ... See more
  • Agreements: Importing Agreements plus icon minus icon
    • Whether you’re looking to populate your site with historical agreements or add agreements brought to you by departments outside of your office, administrators can now import agreements in bulk. An ... See more
  • Agreements: Agreement Activity plus icon minus icon
    • View activity related to the entire life of an agreement by importing the activity details! Keep all pertinent agreements details in one place by importing agreement activity, allowing the agreemen... See more