Activate an Agreement

You will perform the final step of activating the agreement.

  1. Log in the system as the agreement owner

  2. On the agreement workspace, click the Activate activity.

  3. Complete the page by entering the following information:

    1. People who have signed

    2. Internal signing date

    3. External signing date

    4. Effective date

    5. Expiration date

  4. Click OK.

  5. Confirm you met the success criteria below:

  • The effective and expiration dates you entered appear in the top left of the agreement workspace (under the state).

  • The agreement is in the Active state.

  • The workflow map shows the agreement is in the Active phase of the review process. In other words, the review process has been completed.

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