Agreements Overview
An agreement defines and governs mutual rights and obligations among parties. In Casolve, you can add and manage agreements.
The Agreement module allows you to add new agreements, edit the already created ones or remove those that are no longer needed. You can also search for any agreement in the Agreement module by its name or type, making it easily accessible.
Recommendation: To avoid conflicts with your clients, we recommend that you use the agreement module in your immigration practice.
Follow these steps:
1. You can add agreements by simply navigating to the Agreement feature from the navigation menu. You can add, edit the agreement details or delete the agreement from the same place.
This view also gives you an overview of all your agreements.
2. You can add the agreement to a case by clicking on the case you wish to view. And once you are in the case, you can fetch an agreement by clicking Agreement.
This is the step where you can use an existing agreement template that you may have created in the agreements section. The first step is to create a template for the agreement. This information is provided below.
For more information, refer to the following sections.