How to edit an Agreement

Editing three stages of Agreements

To view the list of agreements, click Agreements from the Accounts tab.

Active Agreements:

Active Agreements cannot be edited, except to make adjustments to the description field, which can only be seen by other admin users.

Draft Agreements:

Draft Agreements can be fully edited and saved for future use, as long as they are remain in drfat state and not activated.

Deactive Agreements:

Deactivated Agreements, like Active agreements, cannot be edited except to change the description for admin-purposes.