Q: What do I need before creating agreements?
ANS: You need Admin Portal access, legal team approval for content, service catalog documentation, verified company profile information, and defined compliance requirements.

Q: What's the difference between E-Signature and Acceptance Only agreement types?
ANS: E-Signature requires clients to digitally sign the document, while Acceptance Only allows clients to simply accept terms without a formal signature. 

Q: How do I control which clients can access specific agreements?
ANS: Use the lock tab feature with color-coded padlock icons: Green Open Padlock allows editing the agent/client list, while Red Closed Padlock locks the list and prevents changes for enhanced security. 

Q: What are placeholder tags in agreements?
ANS: Placeholder tags are dynamic fields that automatically populate with client-specific information (like names, dates, company details) when the agreement is generated. Review these before saving your agreement.

Q: Can I copy existing agreements to create new ones?
ANS: Yes, the agreement duplication feature allows you to copy existing agreements while customizing the title, instructions, status, and client assignments for efficiency.

Q: Why would I use agreement duplication?
ANS: It's an efficient method to create similar client agreements without starting from scratch, ensuring consistency while allowing necessary customizations. 

Q: What's the difference between deleting and archiving agreements?
ANS: Archiving moves agreements to dedicated storage for data retention and historical reference while maintaining visibility in both admin and client portals, whereas deletion is permanent.

Q: Can I recover archived agreements?
ANS: Yes, archived agreements remain accessible for data retention and historical reference while maintaining clean organization in active agreement lists.

Q: What happens if a client doesn't sign mandatory agreements?
ANS: Clients cannot access restricted portal features or services until all mandatory agreements are completed.

Q: Can I include images or logos in agreements?
ANS: Yes, you can incorporate company logos, signatures, and relevant images to maintain brand consistency and professional appearance.

Q: How do I handle multi-page agreements?
ANS: The system supports lengthy agreements with automatic pagination. Use section breaks and clear headings to organize content logically.

Q: Can I create draft agreements before publishing?
ANS: Yes, set agreements to "Inactive" status to create drafts that aren't visible to clients until you're ready to publish them.

Q: Can I modify agreements after clients have signed them?
ANS: You can create new versions, but existing signed agreements typically cannot be modified. Use duplication to create updated versions for new clients. 

Q: How do I handle clients who refuse to sign mandatory agreements?
ANS: Document the refusal, restrict access to relevant services, and follow your organization's policy for non-compliant clients.