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Agreements

Getting Started with Huron Agreements v9.1 (103)


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 Key Concepts (1:58)
  • 2. Navigation
  • 2.1 Navigate the General Dashboard (3:02) ***NEW!***
  • 2.2 Navigate the Agreements Page (3:33)
  • 2.3 Navigate the Agreement Workspace (4:42)
  • 2.4 Complete Exercises 1-3
  • 3. Roles and Workflow
  • 3.1 User Roles & Security (4:26)
  • 3.2 Workflow Overview (2:54)
  • 4. Agreement Creation and Submission
  • 4.1 Tips for Completing a SmartForm (6:21)
  • 4.2 Create an Agreement (4:56)
  • 4.3 Submit an Agreement (:46)
  • 4.4 Complete Exercises 4-6
  • 5. Agreement Review
  • 5.1 Assign an Owner (1:34)
  • 5.2 Agreement Owner Tasks (3:31)
  • 5.3 Review an Agreement (1:16)
  • 5.4 Request Clarification (1:05)
  • 5.5 Respond to a Clarification Request (1:49)
  • 5.6 Complete Exercises 7-10
  • 5.7 Generate a Draft Agreement (1:36)
  • 5.8 Add Ancillary Reviewers (2:23)
  • 5.9 Notify Ancillary Reviewers (1:10)
  • 5.10 Submit an Ancillary Review (2:46)
  • 5.11 Complete Exercises 11-14
  • 5.12 Log Correspondence (1:51)
  • 5.13 Revise the Draft Agreement (1:41)
  • 5.14 Move an Agreement to External Review (1:51)
  • 5.15 Complete Exercises 15-17
  • 6. Agreement Finalization
  • 6.1 Approve Agreement Language (1:22)
  • 6.2 Create the Final Agreement (1:06)
  • 6.3 Send Out Agreement for External Signature (1:37)
  • 6.4 Email Final Agreement to Internal Parties (1:26)
  • 6.5 Activate an Agreement (1:02)
  • 6.6 Complete Exercises 18-22
  • 7. Amendments
  • 7.1 Create an Amendment (2:18)
  • 7.2 Approve an Amendment (1:00)
  • 7.3 Complete Exercises 23-24
  • 8. Reporting
  • 8.1 Generate Reports (2:09)
  • 8.2 Complete Exercise 25
  • 9. Course Completion
  • 9.1 Complete This Course by Uploading Your Agreement ID
  • 9.2 Agreements v9.1 Course Survey
Completion rules
  • All units must be completed
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