Add/Attach an Agreement to a Case
An agreement defines and governs mutual rights and obligations among parties. You can add related agreements to a case in 2 ways. You can manually add them in a case or attach an existing agreement that is already added from the Agreements module in Casolve. For more information, refer to the Agreements Overview.
1. Navigate to Cases.
The Cases page is displayed.
2. Click on the case you wish to add the agreement.
The page for the selected case is displayed.
3. Click Agreement.
The Agreements Details dialog is displayed.
4. Click the Select Agreement drop-down box.
5. Select the agreement required for the case if you have already any from the agreement module.
6. Click Fetch.
The details of the selected agreement are displayed in the text box of the document.
Note: The agreement text added in the agreement section is the body of the agreement and the header of the agreement will be automatically generated by the system based on the information you may have added in the settings. So, it is important to add all the details in the settings module before you add agreements.
7. You can modify the body of the agreement if necessary. Any changes made here will not make any changes to the agreement template.
8. Click Save.
Note: The agreement is downloaded when the save button is pressed.
