Creating and Editing Agreements

Creating Agreements

In the Agreements tab, the agreements are shown in a table where you can create, edit and view the agreements of the selected Team.

To create a new agreement click on the + Add Agreement button which will open up the Add Agreement modal. Enter the Agreement Name, select the Assignees and Template then click Create.

Agreement Sections (or headers used group agreements) can be made by clicking on the + Add Section button on the top-right of the agreements tab to open the Add Section modal. Type in the Section Name and click Create.

Editing Agreements

Once agreements are created, clicking on the agreement name in the table will open up the agreement profile in the side panel. Agreements can further be edited in the side panel or in-line directly in the table.