Agreement Tracker
Discuss an agreement
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What you'll do
Leave a comment on an agreement for your colleagues, such as a question about a renewal or a note from a call.
Steps
- On the Agreements tab, select the agreement to open it.
- Scroll to the Discussion card, below Obligations.
- Type your comment in the box.
- Select Post. Your comment appears at the bottom of the list with your name and the time.
Tips
- Comments show oldest first, so the conversation reads from top to bottom.
- To remove one of your own comments, select Delete beside it, then select it again to confirm. You can delete only your own comments.
- Comments are saved on the agreement in your SharePoint site. Nothing is emailed, so tell a colleague if you need them to look.
- People with the Agreement Viewer role can read the discussion but cannot post.
- If the card says the site has no discussion columns yet, ask your administrator to run the site update.