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Return to Agreement Details Page.
You can see the currentStatus and all the information related to the Agreement in various sections on the left navigation. You can also perform various actions depending upon your role and the state of the Agreement.
Here are the details you can see when you click on different sections in the left pane:
Agreement: this section shows the basic information of the Agreement. It has the following sections:
Association: Click Add icon to add Associated Documents to the Agreement. You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the Associations tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.
This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:
Associated Documents created using this Contract Type will have this feature enabled.
Deviations: allow you to add any changes to the Clauses. This may require the Agreement to be sent to the Deviation Approver for review and approvals.
Amendments: allows you to make changes to an Executed Agreement. This section will be blank if there are no Amendments made to the Agreement.
Commitments: displays the Commitments that may have been manually added for the Agreement. Commitments are contractual obligations or deliverables that you may have for a particular Agreement.
Agreement Clauses: displays the clauses that have been defined for this Agreement. These include rule-based Clauses.
Team: displays the members that are added to the team working on this Agreement for it's complete life cycle. Click Add + icon to add more members.
You can also Replace a User through Team tab.
Notes: displays the comments added for the Agreement.
You can perform following from an Agreement Details page:
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Follow these steps to download an Agreement after selecting Associated Documents:
Reports: this section shows reports that are agreement specific. The reports only provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns with hyperlinks are displayed. You can also sort these columns.
The following 3 reports are accessible on this page:
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An error message is displayed if no results are generated or in case an incorrect filter is applied. You should be able to export the report into Excel, CSV or PDF. You can also schedule an email to be triggered when the report is generated.
All other reports can be viewed on various tabs of the Reports tile.
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