📹 Navigate the General Dashboard Video (opens in a new tab)
📹 Navigate the Agreements Page Video (opens in a new tab)
📹 Navigate the Agreement Workspace Video (opens in a new tab)
This section explains where to go to perform basic actions on an agreement.
To find key items
From your Dashboard, you will see:
My Inbox: Items that require you to take action.
My Reviews: Items assigned to you to review. These are a subset of the items in My Inbox.
Create menu and buttons: Actions you can perform. The menu will not show if you do not have access to any buttons.
Recently Viewed:
Recent:The last several items you viewed. Scroll through this list to find an item you worked on recently.
Pinned: You can pin the items in Recently Viewed section for quick and easy access. This is where those pinned items are listed.
Personalize Table: You can alter the tables displayed on the dashboard by using the Personalize Table gear icon.
To take or assign ownership
In the Top Navigator, click Agreements.
Click the Unassigned tab.
Open the agreement you want to assign owner for.
On the left, click Assign Owner.
Select the owner from the available list.
Add any notes or attachments, if required.
Click the OK button.
The agreement will appear in the owner’s inbox (My Inbox) whenever reviewer action is required.
To open an agreement
From My Inbox, click the agreement name.
Alternatively, if the agreement is not in your inbox, click Agreements in the Top Navigator and locate the agreement on one of the tabs (All Agreements, Unassigned, etc.)
To view the current status
From the agreement workspace, see the status on the top left.
To take action on the agreement
From the agreement workspace, click the appropriate activity link on the left.
To view agreement history
From the agreement workspace, click the History tab.