The Agreements functionality allows you to:
Easily keep track of statuses—see who has agreed to optional/required documents, timestamped with the version.
Manage agreement versions—editing an agreement creates a new version and saves the old one in the Version History. Members must agree to the latest version.
Create as many Agreements as needed.
Share agreements via external links—this allows you to send members a copy of the agreement.
Send reminder emails—this allows you to send a templated reminder email from the Agreements report.
Creating Agreements
From the left navigation menu, click Org or Team Tools > Agreements.
Access the Agreements page, and click Add Agreement.
Fill out the form as required/desired.
Please ensure the document is complete and without errors before saving it. Edits to the agreement create a new version.
Click Save.
View and Update Agreements
From the left navigation menu, click Org or Team Tools > Agreements.
Shown is a list of Active agreements. From here, you can:
View Agreements - what classes use the agreement and whether it's required or optional. Click the eye icon to open the agreement in a new browser window.
Update Agreements - Under Actions use the icons to:
Edit - Click the pencil icon to update the agreement and create a new version. NOTE: Creating a new version forces all members to re-agree.
Review the Version History - by clicking the clock icon > version dropdown, pull up past version(s) of the agreement along with when the version was saved and by whom.
Create/copy a link - click the document icon to copy the URL to the agreement to your clipboard.
Adding Agreements
Agreements can be added to:
Tracking Member's Agreements
You can review who has signed/unsigned agreements in a specific class or review all members.
From the left navigation menu, click Org Tools > Agreements.
Click the Report tab.
Select the desired filters.
To send reminder emails, select the desired members and click Communicate > Send Agreement Review Reminder.
Click Communicate > Edit & Send Agreement Review Reminder to send a custom email reminder. Edit the email template and click Send.
You can also review each account or member agreements by following the steps below:
Click Org Tools > Accounts or Members.
Locate and click the desired account or member.
Click the Agreements tab.