Review the Agreement

  1. Log in to the system as the agreement owner and then open the agreement you created.

  2. On the agreement workspace, click Edit Agreement on the left.

  3. Click Compare at the top of the Left Navigator. The SmartForm is now one scrollable page. Review the pages.

  4. When finished reviewing the pages, click Exit.

  5. On the agreement workspace, select each of the following tabs to view the information presented there:

  • History

  • Contacts

  • Snapshots – Click a link to see a printer version of the agreement at that point in time. The snapshot opens in a separate browser window. Close the browser window and return to the agreement workspace.

Confirm you met the success criteria below:

  • You can identify different ways to review the agreement SmartForm pages.

  • You can find other information, such as, the history of activities that have been performed on the agreement and the contacts listed on the agreement.

 

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