Read this article for information about Work 365 Agreements. Here are additional steps that can be taken when displaying agreements on the self-service portal.
Having Customers Confirm and Accept Agreements from the portal
- Follow the steps in Work 365 Agreements to create the agreement record in Work 365.
- Ensure the Agreement in Work 365 is in a Pending state (top right), and the signed by field is not filled in (this is the default setting after creating a new agreement).
- When the agreement shows on the portal, there will be a web top bar notification letting the customer know that the agreement needs to be signed.
- On the Agreement Template, ensure the following is configured:
- Add an agreement link. This should either be a PDF or HTML link.
- If Display inline is checked, the above link will be directly opened on the portal page as an iframe.
- If Display Inline is not checked, the link will be displayed as a link on the page. User will need to click the link to view the agreement details (which will open up in a separate tab)
- For a better user experience the display inline should be checked; however, some links may not work in an iframe. In such cases the display inline should be unchecked for such records.
- To add additional notes to the portal agreement page when viewing the agreement, add the note to the portal instructions of the agreement template.
- The note will be displayed above the iframe of the document.
After the client has confirmed the agreement, the document can be added as a note to the agreement itself.
To display PDF documents of agreements on the portal:
- Go to the customer’s agreement in Work 365
- In the note section of the agreement, attach the PDF document.
- In the body of the note text add *WEB*
This will display the agreement on the portal.
Note: when a client adds a document to the portal directly, the system will automatically attach this document to the agreement in Work 365 and apply *WEB* to the agreement notes.