Where to find it
Open the client’s NDIS budget workspace and select a budget. You will see an Agreements section in the workspace sidebar.
On desktop, the sidebar includes:
Agreement
Create New
Generated Agreements
On mobile, these appear in the workspace selector as:
Agreement / Create New
Agreement / Generated Agreements
If no budget is selected, you will be prompted to Select a budget to view details.
Create a new agreement (Agreement Builder)
Select a budget.
In the sidebar, open Agreement.
Select Create New.
This opens Agreement Builder, described as: “Build, review, and download an NDIS service agreement document for this budget.”
Common fields you can set in Agreement Builder
You may see fields such as:
Status (Draft, Sent, Signed, Expired)
Effective start (date picker)
Effective end (date picker)
Version with an Increment button
Supports covered (a count)
Service agreement required (recommended for complex supports such as SDA), with a reason field
Covered supports preview
Draft notes
Save the agreement
Select Save Agreement. While saving, the button shows Saving....
Saving is what makes the agreement appear in Generated Agreements.
Download the agreement PDF
Select Download PDF.
When successful, you will see Agreement PDF downloaded.
If it fails, you will see Failed to generate agreement PDF.
Send an agreement for signing
Agreement Builder supports a guided “Send for signing” flow.
Open the send flow. A dialog opens titled Send for signing.
Step 1 asks for:
Recipient name (placeholder: “Participant name”)
Recipient email
Select Next: Place Fields.
In the placement step, you can position fields on the document preview:
Signature
Date
You can adjust placement and size using controls such as Smaller, Larger, and Reset.
Select Send For Signing.
While processing you may see:
Generating...
Sending...
View generated agreements (draft, sent, signed)
In the sidebar, open Agreement.
Select Generated Agreements.
This tab is described as: “View saved draft and sent agreement snapshots for this budget.”
If there are no saved items, you will see:
Title: No generated agreements
Description: Save an agreement from Create New to see it here.
Generated agreements show key details such as:
Status (for example Draft, Sent, Signed)
Effective date range
Saved timestamp
Signed agreements preview and download
Signed agreements are grouped under Signed Agreements.
In signed agreement view:
If no agreement is selected, you will see Select a signed agreement to preview.
While loading, you will see Loading signed document...
If a signed document is available, it is previewed as Signed Agreement.
You can select Download Signed PDF. While downloading, the button shows Downloading...
If a signed document cannot be previewed, you may see Signed document is not available for preview.
Delete an agreement
You can delete an agreement using Delete Agreement.
The confirmation dialog title is Delete Agreement?
The confirmation button is Delete Agreement
If there is no agreement selected to delete, you may see No agreement found to delete
After deletion, you will see Agreement deleted successfully
Editing the service agreement file in Business Profile
If you need to update the service agreement file your organisation uses, you can manage it in Business Profile settings.
In ServiceAgreementFile, the section is titled Supplier Service Agreement File and includes:
Upload Service Agreement File
A file picker labeled Upload File (PDF only)
An Upload button
If a file already exists, a Download File button
Upload troubleshooting messages include:
Please select a file to upload
Failed to upload service agreement
Failed to download service agreement