Versions[edit]

Versions

Versions tab displays all the versions which are created for the  Agreement, here you can view and download them. Versions can be viewed either through Grid or List view.  By default, Grid view is selected.

Let’s go through each view in detail:

Grid View

Grid view reduces the time required to go through the complete list of available versions to find the specific one. Using this view, you can easily refine your search for specific version.

The search results are displayed in tabular form. You can further sort your results by using the Filter provided in each column.

Follow these steps to search the specific version:

1. Click the Agreement Management tile on My Dashboard. This opens the Agreements page.
2. Click the View icon next to the Agreement whose version you want to view and download.
3. Click Versions in the left pane, this displays all the available Agreement versions. By default, Grid view is selected.
4. Narrow down the Agreement versions by using the Refine Search Here field. For example,you can either type initials of User Name who created the Agreement or type User Role. This filters the results to display only those records that matches your search.
5. You can download Agreement versions either in Microsoft Word or PDF format.Click (screenshot) under Document to download the specific version.
6. You can sort your search results further by clicking Filter icon provided in every column. Click Filter icon and choose options relevant to your search in the fields. 

 

List View
Here you can view the complete list of available versions and download them.