Overview
Effortlessly identify the agreements that may require attention with agreement flags in LinkSquares Finalize. Finalize offers two quick capabilities to determine if an agreement may need action or not.
- Agreement Flags
- Agreement Indicators
Agreement Flags
User-specific agreement flags will appear above agreements on the main Agreements page when new activity has occurred.
The agreement flags and blue activity bars will disappear after selecting the agreement and navigating away from the individual agreement view, or by interacting with the agreement.
New Agreement
- A new agreement has been created.
- A new agreement has been created and a new version has been uploaded.
New Request
A new Request form has been created.
New Version
A new agreement version has been uploaded.
Note: Timestamps for new agreement versions can be found within the Activity tab and the All versions section of the individual agreement view.
New Activity
The standalone blue activity bar indicates that new activity has occurred within an agreement.
New activity can include activity within the Activity tab and/or unread emails within the individual agreement view.
Activity Indicators
The blue activity bar indicates that new activity has occurred within an agreement.
To view these updates, select the agreement.
Next, locate the Activity tab within the individual agreement view. From here, find any agreement activity that has occurred since your last review highlighted in blue.
The blue activity bar may also indicate there are unread emails within an agreement. To view the unread emails, locate the All versions section within the individual agreement view. The unread emails will be nested below the relevant agreement version(s).
The blue activity bar will disappear after clicking out of the agreement.
Note: This functionality is enabled depending on Roles and Permissions