Agreements

Huron Agreements v8.1 Tour (100)


Description
In this video tour, 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.
Content
  • 1. Introduction
  • 1.1 Agreements Key Concepts (1:58)
  • 2. Navigation
  • 2.1 My Inbox (2:05)
  • 2.2 Agreements Page (3:33)
  • 2.3 Agreement Workspace (4:52)
  • 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)
  • 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 Generating a Draft Agreement (1:25)
  • 5.7 Adding Ancillary Reviewers (2:24)
  • 5.8 Notifying Ancillary Reviewers (1:17)
  • 5.9 Submitting an Ancillary Review (3:02)
  • 5.10 Logging Correspondence Items (2:19)
  • 5.11 Revising the Draft Agreement (1:29)
  • 5.12 Moving an Agreement to External Review (1:40)
  • 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)
  • 7. Amendments
  • 7.1 Creating an Amendment to an Agreement (2:13)
  • 7.2 Approving an Amendment (:59)
  • 8. Reporting
  • 8.1 Generating Reports (2:08)
Completion rules
  • All units must be completed