What is the process to enable Service Agreements?

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Problem

Service Agreements and other features like document templates need to be enabled on your account.

Solution

To start using Service agreements, you need to have Template Manager and service agreements enabled on your account.

  1. Confirm your account has the Template Manager feature:        

    1. Go to Settings A simple icon representing a settings gear. > Operations > Document Template.

    2. Go to Settings A simple icon representing a settings gear. > Operations > Service Agreement Templates.

  2. If not, reach out to your success manager or contact Technical Support and ask to enable Document Templates Manager and Service Agreements on your account.

For more information about Service agreements and document templates, see Service Agreements.