How to Create Agreements
Updated over a week ago
  1. Click Org Tools > Agreements.

  2. Click + Add Agreement.

  3. Fill out the form as requested.

    • Ensure the document is complete and without errors before saving it. Edits to the agreement create a new version and force members to re-agree.

  4. Click Save.

How to Update an Agreement

  1. Click Org Tools > Agreements.

  2. Locate the desired agreement.

  3. Under Actions, click the pencil icon.

  4. Make the desired updates and click Save.

    • Updating an agreement creates a new version and will force members to re-agree.

  5. Click Save to confirm the changes.

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