Agreements
An agreement represents a set of clauses that end-users can accept or reject. In the Agreements section, you can seamlessly manage and configure these agreements.
If you have the necessary authorization, you'll find the "Agreements" menu item placed in the side menu.
Agreements Overview
The Agreements page presents a clean, tabular format.
Key Actions
- Creating a New Agreement: If authorized, a "NEW" button allows you to initiate a new agreement.
- Consent Management: Easily view consents for each agreement by clicking on the "CONSENTS" button. If allowed, edit agreements with the pencil icon, or view details in read-only mode with the eye icon.
- Sorting: Organize agreements by "Name" or "Date."
- Filtering: Refine your view by "Date" and "Environment."
- Search: Quickly find agreements by name.
Key Actions
- Sorting: Organize consents by various parameters.
- Filtering: Refine your view by consent date, environment, version, device, and consent status.
- Search: Quickly find consents by user.
Creating a New Agreement
The New Agreement page simplifies the process with a user-friendly form on the left and a real-time preview on the right.
Editing an Agreement
The Edit Agreement page mirrors the creation page but with added features:
- Overview Tab: Displays non-editable information like creation date, version, and linked consents.
- Additional Tabs: Explore "Versions," "History," and "Code" for advanced features. Read how to integrate the snippet in the "Code" tab
- Deletion: Safely delete agreements using the trash icon.
- Testing Environment: In DEV and DEMO, test agreement consents with the "TEST" button.
View-only mode
Similar to the Edit page, the View-only page allows you to review agreements without modifying data. Additionally, you can restore older versions if needed (look for the "RESTORE" button).
Consents Management
Explore the Consents page to gain insights into consents associated with each agreement.
