Creating a new version of an existing agreement.

You can create and issue a new version of an agreement so that suppliers can agree to changes in an agreement document.  To create and issue a new version of an agreement document:

1. Go to the “View Documents” section:

   

2. Select the “AGREEMENTS” tab:

   

3. Click the “VIEW DETAILS” button:

   

4. Click the “ADD A NEW VERSION” button:

   

5. Click the “ATTACH DOCUMENT” button:

   

6. To upload a new document to the portal, click the “ADD A FILE” button to select a document file or drag a file to the same button. Alternatively, select the “Choose an existing document” tab to browse document files already available in the portal:

   

7. If you chose to upload a new document file, click the “SAVE” button once you have uploaded the document file:

   

8. If you chose to use an existing, file click the “SELECT DOCUMENT” button next to the document file you would like to use:

   

9. Click the “NEXT” button:

   

10. Choose an “AGREEMENT EFFECTIVE DATE” which will be the day the agreement document is sent to recipient entities for acceptance then choose an “ACCEPTANCE WINDOW DURATION” to determine how long they have to accept:

    

11. Click the “NEXT” button:

    

12. Either select a new recipient type to receive the agreement using the “Select a recipient type” dropdown menu or click the “IMPORT ENTITIES” button to automatically add the entities who received the previous version of the agreement:

    

13. If you chose to manually add new entities or entity categories, you should choose these from the dropdown menu that appeared and click the “ADD” button:

    

14. Click the “NEXT” button:

    

15. If desired, setup custom notifications and/or a renewal alert:

    

16. Click the “ISSUE AGREEMENT” button:

    

The new agreement document now will be sent to the selected entities on the date entered into the “AGREEMENT EFFECTIVE DATE” field.  On that same date, the previous version of the agreement document will be added to the agreement’s archive of past versions.