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The Agreement DocType document is used to describe the type of Agreement Document that has been uploaded, allowing staff to easily identify the desired file out of possibly multiple files associated with an Agreement or License Request.

The Agreement Document Type document includes the Add/Edit Agreement Doc Type tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Add/Edit Agreement Document Type Tab Definitions



Agreement DocType Name

Required. Brief name of Agreement document to display (such as title list, rider, etc.).

Agreement DocType Description

Required. Brief description of the Agreement document type.

Active Indicator

Indicates whether this Agreement DocType is active or inactive. Remove the check mark to deactivate.

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