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  3. Agreement Workflow

Agreement Workflow

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  • Executing Accounts - Adding Multiple Accounts to a Single Agreement
  • Bulk Agreement Initiation in Docs
  • Initiating a Give Up Agreement in Docs (Including Advanced Initiation)
  • Non-STP Remediation - Amending Docs Agreements
  • Update Agreement Template Version when Amending Agreements
  • Docs - Upload Agreements
  • Docs Agreement State Definitions
  • Party Not Found/Visibility Requests
  • Update Agreement Parties
  • Docs Legal Language Modification
  • Legal Language Template Library
  • Effective Dates on Docs Agreements
  • Stale Agreements in Docs
  • Editing Executed Agreements in Docs

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