Add or Edit an Agreement Status

Perform the following steps to add or edit an agreement status for use on the Contract / Fees tab.

  1. Open System Configuration and click the Options Text tab.
  2. In the Agreement Status section, enter a Description for the new status or edit the value for an existing status.

  3. Set the Order for the status. The value determines the position of the status in the drop-down list.
  4. Click Save Changes in the System Configuration toolbar when finished.