Overview
Managers and Administrators have the ability to edit and delete agreements within LinkSquares Analyze. With the appropriate account and user permissions, users can download agreements.
Providing access to editing downloading and deleting agreements in your account, gives control and customization to your workflow.
Process
Editing Agreements
There are two workflows for editing agreements within the main Agreements page.
1. Click the ellipsis icon next to the relevant agreement.
Select Edit from the drop-down.
From here, edit the agreement name, type, tags, and related agreements (i.e., parent-child hierarchy).
Click SAVE once complete.
2. Mark the checkbox on the left-hand side of the agreement. One or many agreements can be selected.
Click the pencil icon below the search bar.
From here, edit the agreement type and tags.
To learn more about editing types and tags, reference our article on Editing Types and Tags.
Click SAVE once complete.
Downloading Agreements
There are two workflows for downloading agreements within the main Agreements page.
Individual Agreements
Click the ellipsis icon next to the relevant agreement.
Select Download file from the drop-down.
The agreement file will be downloaded locally.
Bulk Agreements
Note: The ability to bulk download agreements is determined on the account level. If you are unable to view the download icon, please contact your Customer Success Manager to request this functionality.
Mark the checkbox on the left-hand side of the agreement. One or many agreements can be selected.
Alternatively, mark the checkbox next to Agreement Name to select all agreements on the page.
Click the download icon below the search bar.
Note:
- The icon will be grayed out until at least one agreement is selected.
- To increase the number of agreements that display per page, select the Rows per page drop-down at the bottom of the agreements table. The maximum number of agreements you can view per page is 100 agreements.
After clicking the download icon, determine whether the agreements are downloaded with the original file name or the Analyze naming convention via the toggle.
To download agreements locally, select DOWNLOAD IN-APP. A zipped folder of your agreements will be downloaded locally.
To send the downloaded agreements via email, select SEND TO EMAIL.
Once received, you must click the email link within a 24-hour time frame before the link expires.
From here, a zipped folder of your agreements will be downloaded locally.
Deleting Agreements
To delete an agreement within the main Agreements page, click the ellipsis icon next to the relevant agreement.
Select Delete from the drop-down.
Click DELETE to confirm.