Requirements You will need your own MODRON Spaces account. If you don’t already have your own account, we invite you to try the platform totally free.
- Step 1. Start creating your agreement
- Step 2. Draft the content of your agreement
- Step 3. Select who needs to sign the agreement
- Step 4. Post your agreement to the Space
- Step 5. The recipient of the agreement can review and digitally accept
- Step 6. Manage Agreement Templates
- Step 7. Create your Agreement Templates
- Step 8. Review and edit your Agreement Templates
- Step 9. Use your Agreement Templates within a case
Step 1. Start creating your agreement
First you need to have a case created. If you need help with how to create your case check out this guide.
From within your case you then navigate to the appropriate space for sharing your agreement. For this guide we will share an agreement in a space we have created called Applicant Space which has been set as a Space for the Applicant and the Operations Team to collaborate. By creating and posting an agreement to this Space it will be private and confidential to the Applicant, although you could post your agreement in any Space within your case that makes sense relative to the intended recipient.
Step 2. Draft the content of your agreement
To create a new agreement, you can either copy and paste content you may already have into the editor or you can draft content directly from within the editor. You can make use of the integrated formatting and editing tools to complete your draft.
At any time, you can click the Preview option at the top of the screen, or the Submit button at the bottom of the screen to generate a preview of your agreement in pdf format. Once you have previewed your agreement you can click on the Agreement option at the top of the screen to return to the editor screen.
Step 3. Select who needs to sign the agreement
Step 4. Post your agreement to the space
Step 5. The recipient of the agreement can review and digitally accept
Step 6. Manage Agreement Templates
Step 7. Create your Agreement Templates
Step 8. Review and edit your Agreement Templates
Step 9. Use your Agreement Templates within a case
If you have followed the steps, you will have created and shared an agreement that can be reviewed and accepted by the intended recipient(s). You will have also created an agreement template which can be leveraged for efficiency in your cases.
“There is potential to realise efficiency for your processes and participants in your case by leveraging integrated agreements within your platform. Have a think about the potential use cases in your own dispute resolution processes.”
If you don’t already have your own MODRON Spaces account, sign up for a free trial and see how easy it is to setup your own Spaces, your way.