Master/General Agreement Tracking

How to Create a Master Agreement:

1. Open the 9 dot menu

2. Select ‘Master Agreements’

3. Click ‘+Add’

4. Add an Organization

5. Fill in the rest of the data

6. If there are payments, optionally add that information to ‘Paid’ and ‘Remainder’ respectfully

7. Optionally upload documents/attachments

8. Click Save

*To add Task Assignment to a Master Agreement, click ‘Details’ and follow the instructions here.