Creating a New Agreement Component
- Go to
- To create a custom component, click New. You can use custom components to tailor the Home page to different user profiles. Also, you can add your own components to your Home page.
- Provide your own component name, for example My Custom Links, and select the Links custom type. Click Next.
- From the left column, select NewAgreementRequest, CreateOfflineAgreement, StoredExecutedAgreement custom links, and add it to the Custom Links to show column. To select multiple elements individually, use CTRL+click. To select multiple elements as a group, use SHIFT+click.
- Click Save.