Agreement Management

The Agreement Management page enables you to see what has happened on an agreement after it has been sent for signing, who signed, identity verification results, and what actions you can take.

How it works

After you have completed the Parties and Signatories screen you click on the Proceed to Signing button.

If anyone is signing the agreement in person you will be taken to the signing pages for them.  If everyone is signing via email you will be taken directly the to Agreement Management Page.

This screen displays the following sections:

Client List

Lists the parties to the agreement.

Status & Actions

See the current status of the agreement and the available actions for this status.

Signing and ID Verification

Track the signing and/or IDV method and status for the people on the agreement. Select the tab with the persons name on it to display their details. The edit button lets you correct deatails or change to a different method. You can also add a person for ID verification from this section.

AML Customer Due Diligence

This section will only show for AML agreements. You and open it to review and update information, open an AML report or see AML statistics. When all AML CDD steps are completed you can use the AML complete button to record this and change the agreement status to complete.

Client Details

You can review the details of the agreement and all authorities in this section.