Agreement - Attachment Input for Recipient

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Aster Wessling

Ability for recipients to add an attachment when signing an agreement. Attachment could upload to portfolio type if neccessary. 

For example - We use the agreements to send ATF Employer Resources Assessments and Placement Agreements - we often need to collect a Supervisor Qualification, this would allow for the qualification to be collected alongside the agreement. 

 

 

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8 comments

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  • Official comment
    Rikka Ly

    Hi Everyone,

    We’ve added a new feature that gives you the option to request additional documentation from a specific signee as part of signing an agreement. Once an upload is attached it can then be optionally attached to a Portfolio Type under a relevant contact.

    This update is included in our most recent release on the 22nd of July and is listed in our release notes, let us know what you think!

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  • Riley Kent

    Great idea!

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  • Bekky Sommer

    Really like this suggestion as well, there are many scenarios where this would be of benefit to our RTO where documents need to be signed and returned with supportive documents.

    Aster, intrigued to know how you utilize agreements for Employer Resource Assessments, do you create the template within aXcelerate to replicate the DESBT templates? Do you utilize agreements for reviews as well?

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  • Aster Wessling

    Hi Bekky, Yes, we've replicated the DESBT ERA template in aXcelerate and have been issuing them this way for just under a year. We haven't utilised agreements for reviews at this stage, we record this data separately and upload it manually. 

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  • Bekky Sommer

    Hi Aster, thanks for responding, do you mind if you track when your reviews are due within aXcelerate?

     

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  • Jack Christensen

    Hey All,

    Just a quick clarification on this suggestion.

    When requesting a document with the agreement (for the User to attach), would you want this to be mandatory? I am also assuming from the information you have suggested that it should be able to be assigned to a specific signee (similar to how fields can be required from the learner/trainer/parent)?

    Thanks,
    Jack

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  • Aster Wessling

    Hi Jack, 

    Yes, we'd need it to be mandatory and allocated to a specific signee if possible. 

    Thanks!

     

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  • Kath McDonald

    Fantastic - this will be really useful. Thank you!

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