Client • My Agreements
Standalone submenu content with role-aligned workflow and execution checkpoints.
Overview
My Agreements is the legal-agreement action queue for reviewing and responding to agreement requests. Client should treat unresolved agreements as blocking items when tied to services or appointments.
Workflow Execution Steps
- Open My Agreements and locate pending agreements.
- Review terms, version, and status context.
- Accept/sign as required.
- Confirm transition Pending Review -> Acknowledged/Accepted.
Reference Screenshots