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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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This article details using the Terra Dotta Agreements Management to propose an agreement with the following topics:
Global Partnerships
Partner Details
Agreement Details
Proposal Process
Sub...
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This article covers the following topics:
Reviewing Proposals
Submitting a Proposal for Approval
Formalizing Proposals Into Agreements
Reviewing Proposals
All proposals can be accessed via Agr...
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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 Typ...
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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...
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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 ...
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Agreements Admin > Settings > Notifications
Individual permission groups can be assigned to receive automatic notifications for the following categories:
General Notifications
Approval Notificatio...
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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 ...
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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...
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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...
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