Support Portal & Knowledge Base

This article explains how to set up and configure the Agreements functionality to automate your Partner and Distributor contracting process. For more information on the Agreements functionality, check out: What is the Agreements functionality, and how does it work? 

Agreement Settings Configuration  

Permissions:

The Agreement Permission settings allow you to manage User access to Agreements based on your Organization’s policies.

1. Go to Settings > Agreements > Partner Agreement Settings.
2. Toggle the switch labeled " Status" to the ON position to enable the Agreements functionality.
3. You'll then scroll down to the Permissions section to enable or disable the following setting: 
   • "Users can only access the portal once all required Agreements are signed by an Authorized User." Switching this toggle to the ON position will require Agreements to be signed by an Authorized User before anyone from the Organization can access the portal.  Leaving it in the OFF position will allow Users to access the portal even if required Agreements are unsigned.
     
     
     
4. You can also choose to give all the Users at an Organization access to download their signed Agreements from their Organization's Profile, or you can choose one of the following options instead:
   • Disabled - Prevents Users from accessing signed Agreements. They'll only be able to download Agreements right after signing them. 
   • Primary Contact only - Gives the Primary Contact (one User) the ability to access signed Agreements.
   • Key Contacts only - Gives the Key Contacts (multiple Users) the ability to access signed Agreements.
   • Everyone - All Users will have access to view and download signed Agreements.

Letterhead Configuration (Optional) 

Customize your Agreements by uploading your company letterhead. If enabled, all new Agreements will use your letterhead as a background. 

To add your letterhead, toggle the switch labeled "Use a custom letterhead for PDF Agreements to the ON position and click the "Upload File" button to upload your letterhead. 

You'll then use the drag-and-drop feature (blue margin lines) to refine the placement of the text to ensure the body content does not overlap with the company logo or contact information in the header. Once you’re satisfied with the adjustments, click "Save" to apply your changes.

Signature Block

Whenever a User signs an Agreement, the User’s signature and contact details are placed on the document. You can format and configure the signature block by arranging placeholders in the text box below.

Internal Counter Signature (Optional)

You can enable the Internal Counter Signature functionality to automatically add your company’s countersignature to Agreements after the Partner/Distributor signs. Simply specify the countersignatory in the settings and add the Internal Countersignature placeholder to your Agreement templates.

To enable the Internal Counter Signature functionality, toggle the switch labeled "Enable automatic countersigning of agreements" to the ON position and enter the details of the person whose signature and information should appear in the countersignature block. 

Once you've configured the Internal Counter Signature settings, click "Save" and go to Settings > Agreements > Partner Agreement Templates to add the Internal Countersignature Block placeholder to your templates. 

Page Text

Customize the messaging that appears on the following Partner/Distributor-facing pages during the Agreement signature process. 

Signed Agreement Notification (Optional)  

Scroll to the bottom of the page to toggle the switch labeled "Send an email notification whenever an Agreement is signed" to the ON position. You'll then enter the email addresses of the internal recipients you want notified when an Agreement is signed > Save. 

Adding an Agreement Template

With your Agreement settings in place, you can now add your Agreements.

1. Go to Settings > Agreements > Agreement Templates > New.
   
2. Enter a title for your Agreement and a description. 
3. Specify the template's assignment requirements:
   • Assigning an Agreement Template to an Organization ensures that the Agreement requires a signature by default. When creating an Agreement Template, you can choose to "Manually" assign the Template to Organizations or automate the assignment using the "Smart Assignment" functionality. Learn more about this topic here: How Do I Assign/Unassign Partner Agreements? . 

Important Note: While you can manually override automatic Agreement assignments for individual Organizations, making Agreement Templates required using the Smart Assignment functionality should be approached with caution for customers that have a large number of existing Active Partner/Distributor Organizations with Active Users.  

For those customers, we recommend submitting a support ticket before rolling out the Agreements functionality so we can assist with the planning and configuration process. 

4. Copy your contract and paste it into the Agreement text box. Add placeholders for the Signature Block and Internal Countersignature Block (Optional). You can also add additional placeholders for Partner/Distributor information, such as Organization name, address, and date.

Placeholders are used to automatically populate the Agreement with details from the User and Organization Profiles. To add a placeholder, select "Placeholder" in the Agreement text toolbar.

5. When you're done, click "Save" to save the Template. Repeat the process for each Template. 

Related Articles:

• What is the Agreements functionality, and how does it work?
• How Do I Assign/Unassign Agreement Templates?