Creating an Agreement
The process for creating new agreements is slightly different when you have Lightning enabled. There are two ways to create a new agreement.
-
From the Agreements List, click New.
OR
Click the down arrow
next to Agreements tab and click +New Agreement from the drop-down menu.
-
Click Edit to make more changes to your agreement record, or the pencil icon
to make changes to any editable field. Note that all the field values you had entered on the previous page, have already been saved to the record.
-
Scroll down the page to find Agreement Actions such as
Preview,
Generate, and Import Offline Agreement. Any Visualforce pages you have added to the
page layout, such as Document
Finder or Master
Agreement Clauses are also displayed on this page and should work
normally.
The agreement actions can also be accessed from the Agreement Actions panel on the right side of the Agreement Details page. The panel shows the action buttons clustered into three sections. You can change the section labels. For more information, see Enabling and Customizing Action Panel. The Agreement Life Cycle Actions group contains Submit Request, Send for Review, Send for Teams Review, Send for Signature, Activate, Cancel, Renew, Terminate, Amend, Send for Adobe Sign, Send for DocuSign, and Expire actions. The Document Actions group contains Generate, Regenerate, Import Offline Document, Preview, Merge Documents, Generate Supporting Document, Upload Signed Document, Review Offline, and Import Supporting Document actions. The additional actions group contains Agreement Hierarchy, In Effect, and custom actions. For more information on customizing action panel, see Enabling and Customizing Action Panel. The action buttons are displayed according to the agreement status and status category.
