Provider • Agreement Requests
Standalone submenu content with role-aligned workflow and execution checkpoints.
Overview
Agreement Requests is the dispatch-and-response tracker for agreements sent to clients. Use it to manage sent, acknowledged, declined, and expired outcomes.
Workflow Execution Steps
- Open requests and filter by status/client.
- Send new agreement from selected template version.
- Monitor response statuses and pending aging.
- Cancel pending request when required by context.
Reference Screenshots