How to add an Agreement

How to add an Agreement

Navigating to Agreements

For a user to add an Agreement, the user should be assigned the role of a Payment Agreement Initiator.
  1. Choose the Manage option from the Navigation bar and select the Agreements from the drop-down menu.
  2. Click on Add Agreement button.


Adding an Agreement

  1. Click on the Add Agreement Items

  1. Choose Payment - Security Deposit option from the pop-up menu and click on the Initiate button.


  1. Fill in details such as Title, Policy, Agreement Date, Execution Date, Renewal Date, Renewal Reminder Date, Security Deposit details, Attachments and Notes (if any) 
  2. Click on Create button upon filling in the details to create the Agreement.


  1. Upon successful creation of an Agreement, a pop-up stating Successfully Created Agreement will be displayed on the bottom left of the screen.

  1. After reviewing the Agreement which is created, click on the Submit button to submit the Agreement.


  1. Upon successful submission of an Agreement, a pop-up stating You've Submitted the Agreement will be displayed on the bottom left of the screen.




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