Overview
Managers and Administrators can create custom agreement types to fit their business needs within LinkSquares Analyze.
User-generated agreement types can be created, edited, or deleted at any time. This will allow your agreements to be cohesive and easier to search.
Note: Smart Types cannot be edited or deleted.
Process
Updating Agreement Types
To update the agreement types within an individual agreement, complete the following steps.
1. Click the ellipsis icon next to the desired agreement from the main Agreements page.
2. Select Edit from the drop-down.
3. Update the agreement type from the Type drop-down.
4. Click SAVE once complete.
Repeat this process for any remaining agreements.
To learn more about the changes you can make to your agreements, reference our article on Editing, Downloading, and Deleting Agreements.
Creating New Agreement Types
To create a new agreement type, complete the following steps.
1. Go to Settings from the app selector.
2. Select Analyze App.
3. Go to the Types tab.
4. Click CREATE NEW TYPE.
5. Input the new agreement type name within the Agreement Type Name field.
6. Click CREATE once complete.
Editing or Deleting Existing Agreement Types
Edit or delete user-generated agreement types within the Types tab of Analyze App settings.
Start by locating the user-generated agreement type. Use the drop-down or search bar to filter these agreement types if needed.
Click the ellipsis icon next to the desired agreement type.
From here, edit the agreement type name or delete it entirely.