Master Agreements: Create/Video
Need to see how to create a MA , this video will walk you through the process from creation to Archiving.
Step 1: Directions in the Video
After the creation of the MA, you will want to check on a regular basis if signatures have been completed.
Step 2: Check your Sign Document Compliance Report
Sign Document Compliance Report User Guide
Master Agreements User Guides
Learn how to Create, Sign, and Approve an MA with guides in this folder.
- Master Agreement/Addendum: Create Template Setup/Edit
- Master Agreement: Customization Video
- Master Agreement: Legacy Template
- Master Agreement: Settings