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Agreement Tracker

Add an agreement

Lite and Premium

What you'll do

Add a new agreement to the register, either by typing the key details or by importing a signed PDF.

Steps

Quick entry

  1. On the Agreements tab, select + Add Agreement, then select Fill in manually.
  2. Type the Counterparty. It is the only required field.
  3. Add the Agreement title / scope and choose the Document Type.
  4. Enter the Term End date and choose the Renewal Action.
  5. If the agreement has a notice period, type the Cancellation notice days. Check I verified the notice period against the agreement once you have read it in the document.
  6. Type the Owner (email) of the person responsible for the agreement.
  7. To fill in anything else, such as the value, start date or contacts, select Show all fields.
  8. Select Create.

Import a PDF (Premium)

  1. On the Agreements tab, select + Add Agreement, then select Import from PDF.
  2. Choose the signed PDF. The app reads the document and fills in the form.
  3. Check each field in the Review imported contract form. Fields the app filled are marked, and Show all fields reveals any it filled outside the quick view.
  4. Correct anything that is wrong, then select Create.
The Add Agreement form in quick entry, with the counterparty, title, document type, term end, renewal action, notice days and owner filled in.
The Add Agreement form in quick entry, with the counterparty, title, document type, term end, renewal action, notice days and owner filled in. Example data.

Tips

  • Import from PDF needs a PDF with selectable text. A scanned image cannot be read, so use Fill in manually instead.
  • The imported PDF is saved with the agreement, so you can open it later with View Document.
  • Only people with the Agreement Editor role can add agreements. Viewers can read them.
  • To add many agreements at once, open Tools and select Import agreements.