Finalize Agreement and Task Management
Guides detailing to steps taken to manage active agreements and tasks in Finalize.
- Overview: Finalize Individual Agreement View
- Finalize Agreement Workflow Overview
- Finalize Agreement Phases and Statuses
- Best Practice Guide to Drafting Rules
- Stakeholder Types and Associated Responsibilities
- Comparing Different Agreement Versions Within Finalize
- Adding Tags to Agreements During the Drafting and Approval Process
- Creating and Managing Tasks at the Agreement-Level
- Creating and Managing Related Agreement Groups
- Syncing Data from Finalize to Analyze
- Best Practices for Reverting Agreement Status