---
title: "Master Agreement/Addendum: Create Template Setup/Edit"
description: This guide provides detailed instructions for managing Master Agreements, including editing, copying, previewing, activating templates, and updating key settings.
---

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October 16, 2025

# Master Agreement/Addendum: Create Template Setup/Edit

## This guide provides detailed instructions for managing Master Agreements, including editing, copying, previewing, activating templates, and updating key settings.

#### Table of Contents

- [Editing and Managing Master Agreement Templates](https://help.schoolpathways.com/knowledge/edit-master-agreement#one)
- [Updating Copyright Information](https://help.schoolpathways.com/knowledge/edit-master-agreement#two)
- [Multiple Active Master Agreements](https://help.schoolpathways.com/knowledge/edit-master-agreement#three)
- [Creating an Addendum](https://help.schoolpathways.com/knowledge/edit-master-agreement#four)

---

### Editing and Managing Master Agreement Templates

**Navigation:** Go to **Admin \> PLS/Report Writer \> Oversight\> Master Agreement Template**

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-15-2023-04-58-38-9227-PM.png?width=670&height=587&name=image-png-Jun-15-2023-04-58-38-9227-PM.png)**

On the left side of the screen, you can view and manage your Master Agreement Templates with the following options:

- **Pencil Icon**: Edit the Master Agreement.
- **Paper Icon**: Copy the Master Agreement (MA).
- **Eyeball Icon**: Preview the Master Agreement.
- **Power Icon**: Activate the Master Agreement.

**Note:** The left panel allows you to edit the verbiage used in the current Master Agreement. On the right side of the screen, you can manage:

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jun-15-2023-05-02-01-7889-PM.png?width=670&height=253&name=image-png-Jun-15-2023-05-02-01-7889-PM.png)**

- **Acknowledgement of Responsibilities**
- **Master Agreement Addendum**

**You can edit, copy, preview, and activate these as needed.**

**The system includes a feature that automatically fills in email addresses when generating your Master Agreement. To utilize this feature effectively, it is crucial to attach your signatures to the Parent, Student, and Teacher signature lines, provided that the auto-fill policy is enabled. Doing so will enable the system to accurately retrieve the relevant email addresses.**

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2024-04-41-11-4463-PM.png?width=670&height=212&name=image-png-Nov-11-2024-04-41-11-4463-PM.png)**

---

### Updating Copyright Information

To update the copyright data at the bottom of the Master Agreement:

- Scroll to the bottom of the editing settings for the Master Agreement.
- Locate the footer options.
- Display or insert your desired copyright notice.

![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-27-2024-04-25-09-5163-PM.png?width=593&height=168&name=image-png-Aug-27-2024-04-25-09-5163-PM.png)

---

### Multiple Active Master Agreements

You can enable multiple active Master Agreement templates simultaneously.

To enable this functionality, you must update a Page Policy:

**Navigation**: Options Cogwheel \> Page Policies \>/admin/masteragreementtemplate.php  
**Limit Active Templates**: Set this option to "True."

**Once the Page Policy is enabled**, navigate to:

- **Navigation**: Admin \> PLS Report Writer \> Oversight \> Master Agreement Template
- You can activate multiple Master Agreements by clicking the checkbox next to the desired Master Agreement(s) and then clicking the **Power Icon** to the far right.  
  ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Oct-11-2023-10-12-39-9020-PM.png?width=670&height=227&name=image-png-Oct-11-2023-10-12-39-9020-PM.png)

---

### Creating Your Addendum

To create a new Addendum, follow these steps:

- Navigate to the bottom right side of the page.
- Click **Create New Addendum**.
- Please proceed by repeating the aforementioned steps.

### ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Apr-12-2024-02-41-00-3080-PM.png?width=670&height=235&name=image-png-Apr-12-2024-02-41-00-3080-PM.png)

**Last Updated: 11/11/2024**

 

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- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

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- [AI Tools](https://help.schoolpathways.com/knowledge/ai-tools?hsLang=en)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```