Adding entities to an agreement.

Entities can be added to an agreement after the document has been issued to recipient entities.  To add an entity to an issued agreement:

1. Go to the “View Documents” section:

   

2. Select the “AGREEMENTS” tab:

   

3. Click the “VIEW DETAILS” button:

   

4. Click the “ADD ENTITIES” button:

   

5. Choose the type of recipient(s) you would like to add to the survey from the “SELECT RECIPIENT TYPE” dropdown:

   

6. Choose the entity type or category from the “ENTITY NAME” dropdown and click the “ADD” button:

   

7. Click the “SAVE” button:

   

The entity or entities you added will now receive the agreement document and will be asked to review it and provide their acceptance within the same timeframe that had been established for entities to which the document has already been issued.