Provider • Agreement Requests

Standalone submenu content with role-aligned workflow and execution checkpoints.

Standalone Submenu Page
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
  1. Open requests and filter by status/client.
  2. Send new agreement from selected template version.
  3. Monitor response statuses and pending aging.
  4. Cancel pending request when required by context.
Reference Screenshots
Agreement Requests screenshot 1