Agreement Templates
An Agreement Template represents an Agreement Type.
Use an Agreement Template to identify names and version tracking for a specific Agreement Type.
Fields on Agreement Template
| Field Name | Display Name | Description |
|---|---|---|
| work365_agreementtemplate_name | Name | Template Name |
| work365_agreementtemplate_name | Template Id | An Identifier or Unique Number. For Microsoft Agreements use the specific number |
| work365_agreementtemplate_effectivedate | Effective Date | Date from which Template is effective |
| work365_agreementtemplate_version | Version | Version Number of the Template |
| work365_agreementtemplate_expireson | Expires On | Expires On |
| work365_agreementtemplate_agreementlink | Agreement Link | Hyperlink to the agreement contents. This can be a link to a file or a webpage. This link (or file) is displayed on the self-service portal for the end-user to review before they accept the agreement. |
| work365_agreementtemplate_provider | Provider | Provider this Template applies to |
| work365_agreementtemplate_displayinlineportal | Display Inline on Portal | Display Inline on Portal |
| work365_agreementtemplate_portalinstructions | Portal Instructions | Note that will display on portal for the self service user |
Updated almost 2 years ago