Once an agreement has been generated or uploaded, you can manage it using the options available under the Action menu.
Steps
- Log in to the system.
- From the Modules menu, click Agreements.
- The Agreements page will display a list of documents that have already been generated or uploaded to the system.
Action Menu Options
- View Document Details
This option allows you to view the details of the agreement, such as signatories, reviewers, observers and other information associated with it. - View Agreement
Use this option to open and read the agreement without making any changes to the document. - Edit Agreement
This option allows you to make changes to the agreement where necessary. After making the changes, save the document to update it. - Rename Agreement
Use this option to change the name of the agreement. - Share for Review
This option allows you to share the agreement for review. Select Share for Review and provide the required details before sending the document for review. - Download Agreement (DOCX)
This option allows you to download the agreement in (.DOCX) format. - Download Agreement (PDF)
This option allows you to download the agreement in PDF format. - Delete Agreement
This option allows you to remove an agreement from the system.