Overview
Agreement templates are crucial for formalizing relationships with partners, outlining terms, conditions, and legal obligations. Before an agreement can be used within a partner program, it must be activated. This activation process ensures that only approved and finalized legal documents are presented to partners, maintaining compliance and consistency across all partner engagements.
Administrators can review the full content of an agreement template, along with its metadata such as creation date, last modification, and current status, before proceeding with activation. Once activated, the template becomes available for assignment to partner types or programs, facilitating the automated agreement workflow during partner onboarding or when renewals are due.
Reviewing Template Information
Click the Activate Template button.