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Adding Partnership Agreements

Secretariat tracks the history of amendments to the partnership agreement if the entity type is a partnership. Documents are entered through the Notes/History/Charts tab.

To Add Partnership Agreement Information:

  1. Open the Entities module and add a new entity or edit an entity record.
  2. In the Entities Edit Mode, click the Partnership Agreements tab.
  3. Enter the date of the original agreement or select the date from the popup calendar.
  4. Enter the date of the termination of the agreement or select the date from the popup calendar.
  5. Click the button next to Purpose text box and enter additional information describing the terms of the partnership agreement.
  6. Click Save.
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