The Agreements functionality allows you to:
Easily keep track of statuses - See who has agreed to optional/required documents, timestamped with the version.
Manage versions of Agreements - Editing an agreement creates a new version and saves the old in the Version History. Members will need to 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.
Accessing Agreements
From the left navigation menu, click Org or Team Tools > Agreements.
Creating 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
Access the Agreements page.
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.