How do I add, modify or remove a document agreement?

Note: Only document agreements which are not currently in use can be modified or removed.

From the Configuration Panel:

  1. Select 'Groups' from the 'Select an Application to Configure' section
  2. Click the 'Manage Document Agreements' link

To add a new document agreement:

  1. Click the 'add new agreement' link at the top of the list
  2. Complete the form
  3. Click the 'Add New Agreement' button

To change an existing document agreement:

  1. For the document agreement you wish to change, click the 'manage' link from the 'Action' column
  2. Make desired changes
  3. Click the 'Save' button

To remove an existing document agreement:

  1. For the document agreement you wish to remove, click the 'manage' link from the 'Action' column
  2. Click the 'Remove' button