How to add/update/delete/change the number order of an agreement

Stephen Fleming

Last Update 8 months ago

To add, edit, or reorder terms and conditions for agreements, follow these steps:


1. Navigate to agreement terms:

  • Go to the "Settings" option from the left side menu.
  • Click on "Agreement Terms" to access the terms management section

2. Adding a new term:

  • Click the "New Term" button.
  • A pop-up window will appear; write the term in the provided space.
  • Click the "Save" button to add the term to the list.

3. Editing a term:

  • To edit an existing term, click the "Edit" button next to the term.
  • Make the necessary changes in the edit interface.
  • Once done, click the "Save" button to update the term.

4. Deleting a term:

  • Click the "Delete" button next to the term you want to remove.
  • Confirm the deletion to remove the term from the list.

5. Reordering terms:

  • To change the order of the terms, click and hold the term you want to move.
  • Drag it to the desired position in the list and release it.

These features allow you to customize and organize the terms and conditions for your agreements, ensuring they meet your specific requirements.

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