Notes
Adding Notes to Agreement Records
The SAM Agreements Module allows users to attach notes to agreement records, providing a centralised location for storing essential information that can be referenced later. These notes may include:
- Details of the parties involved
- A clear definition of the services provided (scope of work)
- Payment terms and timelines
- Required deliverables
- Intellectual property ownership
- Confidentiality obligations
- Limitations of liability
- Termination clauses
- Dispute resolution procedures
Maintaining well-documented agreements ensures transparency and a mutual understanding between all parties involved.
Steps to Add Notes to an Agreement Record
- Navigate to the Agreements Module and select the desired agreement.
- Open the agreement details window.
- Click the “Notes” menu option to access the Notes pop-up window.
- Enter the necessary information in the provided text field.
- Click “Save” to store the notes, making them readily available for future reference by authorized users.
Utilising the Notes feature within SAM’s Agreements Module enhances record-keeping, ensures critical details are easily accessible, and facilitates efficient agreement management.
