This guide looks at how to create, share and have agreements digitally accepted by parties within a case.

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Step 1. Start creating your agreement

First you need to have a case created. If you need help with how to create your case, check out our earlier blog post here.

From within your case you then navigate to the appropriate space for sharing your agreement. For this guide we will share an agreement in a space we have created called Applicant space which has been set as a space for the Applicant and the Operations Team to collaborate. By creating and posting an agreement to this space it will be private and confidential to the Applicant, although you could post your agreement in any space within your case that makes sense relative to the intended recipient.

At the bottom of the screen is what we refer to as the Omnibar. Click on the + icon at the bottom-right of your screen as seen below. You will then see the option to Create Agreement - click on that option to get started.

Step 2. Draft the content of your agreement

Once you click the Create Agreement option, the create agreement screen will open. Here you can decide to either load content from an existing template or create a new agreement. We will look at creating and using templates for your agreements in a later step.

To create a new agreement, you can either copy and paste content you may already have into the editor or you can draft content directly from within the editor. You can make use of the integrated formatting and editing tools to complete your draft.

At any time, you can click the Preview option at the top of the screen, or the Submit button at the bottom of the screen to generate a preview of your agreement in pdf format. Once you have previewed your agreement you can click on the Agreement option at the top of the screen to return to the editor screen.

Step 3. Select who needs to sign the agreement

You can select who needs to sign the agreement by selecting the relevant partie(s) from the dropdown as seen below. Only users who have access to the space will be available to select here.

Step 4. Post your agreement to the space

Once you have selected who needs to sign the agreement and have also generated a preview of your agreement that you are satisfied with, you can post the agreement to the space by clicking on the Submit button. Anyone who is part of that space will be able to view the agreement, but only the person(s) you selected to sign the agreement will be able to review and accept the agreement.

Step 5. The recipient of the agreement can review and digitally accept

Once you have posted your agreement to the space, the person(s) you selected to sign the agreement will be able to review and accept the agreement. Once they do accept, it will be documented within the space.

Step 6. Manage Agreement Templates

You can access all the settings for your platform by clicking on the 3 vertical dots icon at the top left of your screen (as seen below). You will then be presented with the Settings screen where you will be able to manage accounts, preferences and notifications. By clicking on the Agreement Templates option you will be presented with the Agreement Templates screen.

Step 7. Create your Agreement Templates

You can click the New Template option at the top of the Agreement Templates screen to open the Create Agreement Template screen (as seen below). Here you can name the new template and draft the content for it.

To create a new template, you can either copy and paste content you may already have into the editor or you can draft content directly from within the editor. You can make use of the integrated formatting and editing tools to complete your draft. By clicking the Submit button at the bottom of the screen you will save your template.

Step 8. Review and edit your Agreement Templates

Once you have saved an Agreement Template it will appear within the Agreement Templates screen. You can click on a saved template at any time to review and edit it.

Step 9. Use your Agreement Templates within a case

Your saved templates will then be available to you by completing the steps of this guide again. During step 2, you can now select the option to Load from an existing template where you will be able to choose any of your saved templates as a starting point.

Conclusion

If you have followed the steps, you will have created and shared an agreement that can be reviewed and accepted by the intended recipient(s). You will have also created an agreement template which can be leveraged for efficiency in your cases. Have a think about the potential use cases in your own dispute resolution processes.

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