How Do I Manually Upload a Signed Agreement to an Organization's Profile?

You can upload Agreements signed outside of Channeltivity to a Partner and Distributor Profiles using the instructions listed below:

1. Go to the "Partner Management" module (or the Distributor Management module if uploading a signed Agreement to a Distributor's Profile) in the left navigation menu and click on the name of the Organization to which you wish to upload an Agreement.  
2. On the left side panel of the Organization's Details page, click "Agreements." 
3. In the Signed Agreements section, click the "New" button to upload the Agreement.

Organization Details Page 

    4. Enter the Agreement's details and upload the PDF File by clicking the "Upload File" button. 

    5. Click "Save" to add the signed Agreement to the Organization's Profile.  

Agreements Upload Window