• Agreements Management Table of Contents plus icon minus icon
  • This table of contents indexes all Agreements Management KB articles into a table of content subsections. Clicking on the links below will direct you to all KB articles that are related to that sub... See more
  • Agreements: Setup & Configuration plus icon minus icon
  • This sub-index outlines all Agreements Management Knowledgebase (KB) articles related to the topic of "Setup & Configuration". These resources are to assist the admin in setting up and configuring ... See more
  • 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: Proposals plus icon minus icon
  • This sub-index outlines all Agreements Management Knowledgebase (KB) articles related to the topic of "Proposals". These resources are to assist in submitting and managing proposals. New articles a... See more
  • Agreements: Contact List plus icon minus icon
  • Overview 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 > Co... See more
  • Agreements: Content Management plus icon minus icon
  • Overview 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.  ... See more
  • Agreements: Sending and Managing Emails plus icon minus icon
  • Overview 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 email... 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
  • Overview 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 Analyt... See more
  • Agreements: Reporting plus icon minus icon
  •   Overview 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... See more
  • Agreements: Staff Management & Permissions plus icon minus icon
  • Overview 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... See more
  • Agreements: Workflows plus icon minus icon
  • Overview 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 a... See more
  • Agreements: Proposing an Agreement plus icon minus icon
  • Overview This article details using the Terra Dotta Agreements Management to propose an agreement with the following topics: Global Partnerships Partner Details Agreement Details Proposal Proce... See more
  • Agreements: Managing Proposals plus icon minus icon
  • Overview This article covers the following topics: Reviewing Proposals Submitting a Proposal for Approval Formalizing Proposals Into Agreements   Reviewing Proposals All proposals can be accessed... See more
  • Agreements: Agreement Types plus icon minus icon
  • 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 Agre... See more
  • Agreements: Nominations plus icon minus icon
  • Overview 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 l... See more
  • Agreements: Settings plus icon minus icon
  • Overview 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 th... See more
  • Agreements: Notifications plus icon minus icon
  • Agreements Admin > Settings > Notifications Individual permission groups can be assigned to receive automatic notifications for the following categories: General Notifications Approval Notificatio... See more
  • Agreements: Importing Agreements plus icon minus icon
  • Overview 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 ... 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
  • Agreements: Agreements Network plus icon minus icon
  • Overview 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 re... See more