agreements
Differences
This shows you the differences between two versions of the page.
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| agreements [2025/10/30 18:07] – support | agreements [2025/11/02 18:16] (current) – support | ||
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| - | In the Name field enter a unique name. This name can be the same as used for other events but must be a unique among A Agreements for this event. Select the Event that this agreement applies to. | + | In the Name field enter a unique name. This name can be the same as used for other events but must be a unique among Agreements for this event. Select the Event that this agreement applies to. |
| Active must be checked for the agreement to show as available to use. | Active must be checked for the agreement to show as available to use. | ||
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| - | There are 3 field types you can add to the Agreement. Text, Static, | + | There are 4 field types you can add to the Agreement. Text, Static, Signature, or Date Signed. |
| * Text - This is a field that you can allow the vendor to fill out or edit. You can have it pre-populated with data from the system. You can lock it so the vendor cannot edit. | * Text - This is a field that you can allow the vendor to fill out or edit. You can have it pre-populated with data from the system. You can lock it so the vendor cannot edit. | ||
| * Static - This allows you to add text to an agreement that cannot be altered. It cannot pull data from the system - you must type the text in now while creating the agreement. | * Static - This allows you to add text to an agreement that cannot be altered. It cannot pull data from the system - you must type the text in now while creating the agreement. | ||
| * Signature - This allows the vendor to sign the agreement. | * Signature - This allows the vendor to sign the agreement. | ||
| + | * Date Signed - This is a date field that will automatically fill in with the date that the agreement is signed. | ||
| Click on the data field you wish to add. Then click on the PDF document where you wish to add it. You can left click inside the box that appears to drag it to position it. Left clicking on the blue square at the bottom right of the box allows you to drag to resize the box. Hover over the box and a red circle with an X will appear at the top right allowing it to be deleted. | Click on the data field you wish to add. Then click on the PDF document where you wish to add it. You can left click inside the box that appears to drag it to position it. Left clicking on the blue square at the bottom right of the box allows you to drag to resize the box. Hover over the box and a red circle with an X will appear at the top right allowing it to be deleted. | ||
| - | {{:agreements_4.png?300|}} | + | {{:agreements_4b.png?300|}} |
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| A Static text field will only allow you to adjust the font size and set the static text. | A Static text field will only allow you to adjust the font size and set the static text. | ||
| - | The signature field only allows | + | The Signature and Date Signed fields |
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agreements.1761847627.txt.gz · Last modified: by support