How to add a new Agreement

Create a new agreement

1. From the Accounts tab, select the Agreements sub-tab

2. On the Agreements page, select New Agreement from the Add dropdown

On the Edit New Agreement page, fill out all fields in form. You must preview before saving. Note different formatting options available in body of agreement, with option to include hyperlinks should you need to link to an external resource here.

Once in Preview mode, you have option to Save or Close Preview and return to editing.