Agreements

Type: Form

Description: Provides access to onboarding agreements available for the selected portfolio.

Items:

Agreements List

Includes all agreements available for the selected portfolio.

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Identifier of the object used for references; auto-incremented integer value.

References: Onboarding Agreement.Id

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Description

Short description of the onboarding agreement.

References: Onboarding Agreement.Description

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Effective Date

Effective date of the agreement.

References: Onboarding Agreement.Effective Date

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Active

Indicates whether the record is currently active.

References: Onboarding Agreement.Is Active

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Used

Indicates whether the agreement is already used when onboarding merchants via the onboarding application.

References: Onboarding Agreement.Is Used

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View Agreement

Allows to review and modify the selected agreement.
Opens Form: Agreement Modify

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Copy Agreement

Allows to create new agreement copied from the selected one.
Opens Form: Agreement Modify

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Remove Agreement

Allows to remove the selected agreement from the list.

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Add

Allows to add a new agreement to the list.
Opens Form: Agreement Modify

Agreement Modify

Includes options allowing to create a brand new or modify an existing agreement.

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Save

Saves all changes on the form.

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Closes the form without saving any changes.

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