It outlines the terms and conditions that all involved parties have consented to. Here are the steps to Add a New Agreement for a client :

Step-1: Basic setup

a) Click on Agreements in left Navigation tabs (admin portal), select ‘Client Agreements’ and Go to “Add New Agreement"

b) Fill in required fields:

• Agreement Title (clear, descriptive name)
• Agreement Status (Active/Inactive)
• Mandatory Status (Yes/No)
• Agreement Type (E-Signature or Acceptance only)
• Sequence Number (for ordering)
• Company Profile Selection (if applicable)
• Select the appropriate client, you can also lock client selections by using lock tab. This is a security feature that provides greater control over which clients are associated with specific agreements.           

            Green open padlock (🔓) = Editable client list  

            Red closed padlock (🔒) = Fixed client list

 Step-2: Content Creation

   Use the built-in editor to:

• Format text with available tools
• Add tables, links, and images if needed

Step-3: Place holders

Review the place holders added for

• Client info
• Company Profile
• Input fields applied

Step-4: Save the agreement

Click ‘save’ button at the right bottom corner of the add new agreement page but before that don't forget to review the whole content added 

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