Managing the Service Agreement document

The Service Agreement templates are documents, mail merged in MS word that are used when generating Service AgreementsAgreements of Service as part of the Quotation process. Service Agreements can be generic across the organisation, or they can be bespoke custom to the branch.

Please note that for organisations that maintain multiple branches and in turn custom Service Agreements per branch, all service agreements will be visible within each branch. With this in mind it is recommended that that service agreement file names contain a reference to the branch as determined by the services and supports offered.Service agreement templates that have been customised and mail merged , so as to ensure the correct one is selected when quoting the participant for services.

Mail Merged service agreement templates are accessed through the proposal page of the lead tab accessed from the quotation module.

Upload the Service Agreement

To upload a Service Agreement template observe the following steps:

1. Select the Upload Files link within the Service Agreement Templates panel to open the File Upload screen.
   

   

2. Within the File Upload screen, search for and highlight the Service Agreement template.
   

   

3. With the Service Agreement template listed within the file name field select the Open button update the Service Agreement Template panel with the selected the document.

Edit the Service Agreement

To edit the service agreement template within Microsoft Word observe the following steps:

1. Select the floating menu located to the right of the document.

2. From the floating menu select the Download menu option.
   
   

   

3. Microsoft word will prompt you to either Open or Save the File.