Attachments and better agreement invitations
Tuesday, December 1, 2009 at 12:11PM Several of our users have asked us for the possibility of attaching files to an agreement. This is a little more complicated a request than you might think due to our approach of recording evidence during the life time of the agreement, but I think we came up with a good simple way of handling it.
You can only attach and remove files during drafting. This is to ensure that no changes are made to the attachments afterwards.
But first of all how does it work?
You will find the “Attach file” button just below the “Add party” button.
Now just pick your file add a description and hit “Attach file”
Now it is available at the bottom of your agreement:
So far it’s just like any other file attachment.
Where is the evidence?
Agree2 provides an Evidence Browser that all parties investigate the full audit trail of the agreement. Click on your agreements “Tools” button and then the “View evidence” button:
What we actually do though is record an event in the agreements evidence browser every time the attachment is created and deleted as well as the first time it is viewed. This together with all the other evidence we store in the evidence browser should provide everything you need to prove what went on with the email. Try that in email?
Here you can see I deleted the attachment and added a new one:
Attachments is available on our Small plan and above. This runs at only $12/month and also allows multiple account users so it’s ideal for a small business. Click on the “Account” link at the very top of the page to upgrade your plan.
Better invitation
When inviting someone to an agreement, they would previously get one email that you could not reply to. We have split the invitation into two parts, so that there are now two emails. One email contains the text of the agreement. As an Agree2 customer who invites someone to an agreement, you will now appear as the sender of this email, so that invited parties can now respond directly to you, simply by replying to that email.
For security reasons, the private link to the agreement is sent in a second, seperate email.
We hope that these changes provide a better experience for your customers/clients/partners.
attachments, invitations in Agree2
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