Overview
The Agreement Settings allow you to manage legal agreements within your system, providing a customizable and structured way to present access agreements, non-disclosure agreements (NDAs), or other important documents for signing. This article guides you through the key features and functionalities of the Agreement Settings.
Agreement List
The Agreement List provides an overview of active agreements within your system. Follow these steps to manage your agreements:
View Agreement Details:
Each agreement is listed with its title, creator, and last update timestamp.
Click on an agreement to view its details, including the agreement title, creator, creation date, and last update timestamp.
Edit Agreement:
To make changes to an agreement, click the pencil icon.
Edit the agreement title, content, or any other relevant details.
Save your changes.
Add New Agreement:
Click the "Add New" button to create a new agreement.
Provide a title, content, and any other required information.
Customize the agreement by specifying the name, who to notify, and agreement text.
You can set additional options like requiring a signature, adding a guardian's name, specifying an age range, and setting an expiration period.
Customize Agreement Content
The content of each agreement is fully customizable and can be tailored to your specific needs. The agreement text supports rich text formatting using the Quill editor, allowing you to create comprehensive and legally binding documents.
Agreement Settings Form
When you click the "Add New" button, a form with the following fields is presented:
Name: Input field for the name of the agreement.
Who to Notify: Dropdown or multi-select field to choose users or roles to be notified.
Agreement Text: Rich text editor for composing the content of the agreement.
Additional Options
Require Signature: Checkbox to indicate whether a signature is required.
Add Guardian Name: Checkbox to include a field for the guardian's name.
Age Range: Input fields for specifying an age range, with an informative note.
Expires After: Input field to set the expiration period in days.
View Saved Agreements (Agreement Vault)
To access your saved agreements, follow these steps:
Go to the Vault Tab on the navigation bar.
In the Agreement Vault section, you can find a list of saved agreements.
Agreement Name: The name of the agreement.
Agreement Type: The type of agreement.
Signed At: The date and time the agreement was signed.
Actions: Perform actions such as downloading or deleting the agreement.
Use the "Download All" button to download all agreements at once.
Search: Utilize the search bar to find specific agreements quickly.
Table Display: A table displays key information about each agreement.
You can perform additional actions on each agreement, such as downloading or deleting.
Viewing Status: See the number of agreements you are currently viewing out of the total.
Conclusion
Effectively utilizing the Agreement Settings in your application ensures a streamlined process for presenting and managing legal agreements. Regularly review and update your agreements as needed to maintain compliance with legal standards and requirements.