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Agreements

Getting Started with Huron Agreements v8.1 (100)


Description

In this online course, you will learn about the Agreements system, who uses it, and how it is used to manage and track agreements through the review and signing process. By the end of this course, you'll be able to drive the Agreements system from end-to-end, from creating an agreement through to activating it after all parties have signed it.

Content
  • 1. Introduction
  • 1.1 How to Use this Course
  • 1.2 Agreements Key Concepts (2:03)
  • 2. Navigation
  • 2.1 My Inbox (2:05)
  • 2.2 Agreements Page (3:33)
  • 2.3 Agreement Workspace (4:52)
  • 2.4 Complete Exercises 1-3
  • 3. Roles and Workflow
  • 3.1 User Roles and Security (4:28)
  • 3.2 Workflow Overview (2:57)
  • 4. Agreement Creation and Submission
  • 4.1 Creating an Agreement (6:15)
  • 4.2 Submitting an Agreement for Review (:48)
  • 4.3 Complete Exercises 4-6
  • 5. Agreement Review
  • 5.1 Assigning an Owner (1:34)
  • 5.2 Agreement Owner Tasks (3:34)
  • 5.3 Reviewing an Agreement (1:28)
  • 5.4 Requesting Clarification (1:07)
  • 5.5 Responding to a Clarification Request (1:47)
  • 5.6 Complete Exercises 7-10
  • 5.7 Generating a Draft Agreement (1:25)
  • 5.8 Adding Ancillary Reviewers (2:24)
  • 5.9 Notifying Ancillary Reviewers (1:17)
  • 5.10 Submitting an Ancillary Review (3:02)
  • 5.11 Complete Exercises 11-14
  • 5.12 Logging Correspondence Items (2:19)
  • 5.13 Revising the Draft Agreement (1:29)
  • 5.14 Moving an Agreement to External Review (1:40)
  • 5.15 Complete Exercises 15-17
  • 6. Agreement Finalization
  • 6.1 Approving Agreement Language (1:45)
  • 6.2 Creating the Final Agreement (1:02)
  • 6.3 Sending for External Signature (1:27)
  • 6.4 Emailing the Final Agreement to Internal Parties (1:33)
  • 6.5 Activating the Agreement (1:10)
  • 6.6 Complete Exercises 18-22
  • 7. Amendments
  • 7.1 Creating an Amendment to an Agreement (2:13)
  • 7.2 Approving an Amendment (:59)
  • 7.3 Complete Exercises 23-24
  • 8. Reporting
  • 8.1 Generating Reports (2:08)
  • 8.2 Complete Exercises 25-26
  • 9. Course Completion
  • 9.1 Complete This Course by Uploading Your Agreement ID
  • 9.2 Agreements v8.1 Course Survey
Completion rules
  • All units must be completed
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