How do I Delete, Update, or Manage an Agreement?

Topics in this Article

• Managing Unsigned Agreements
• Managing Signed Agreements
• Viewing Permissions

Agreements Created on Dashboard

Agreements can not be edited once they are created. To change agreements you will have to delete the agreement and create a new document to replace the old agreement. 

If the agreement has already been signed then you will be unable to delete the agreement and will instead have to create a new amended agreement.

The steps outlined below are for agreements that were created on HomeGauge Dashboard through a New Appointment. For more information on Appointments (click here).

Managing Unsigned Agreements

1. Find your Agreement on HomeGauge Dashboard by searching My Reports > All Reports or find your Appointment on the Calendar and double click Appointment to edit.
2. Above the Agreement click Manage > Delete
   
3. Check off which documents you would like to delete and click Yes
   
   
   

   Note: If the Appointment no longer has documents listed then it will no longer show up under My Reports > All Reports. You can still find the Appointment by going to your Calendar and double clicking the appointment.

4. Find your Appointment by going to Appointments > Calendar and double clicking the Appointment to open. 
5. With the Appointment open, scroll down to Agreements and move an Agreement from Available to Selected.
   
6. For information on how to update the Customer account name or email (click here).
7. For information on how to update your invoice (click here).
8. Then click Schedule Appointment, saving changes will not prompt you to create agreement.
   
9. On the Agreement confirmation page you have the ability to make changes directly to the Agreement. Type directly into the text editor and when down click Create Agreement Document(s)
   
10. After Creating the Agreement Document. Choose who you would like to send Notifications to. If you do not want to send a Notification choose Continue Without Sending Notifications.
11. The new Agreement Document and Appointment will now Show up on My Reports > All Reports. The example below has not been sent but the Customer is allowed to View if they sign in with a username and password sent to them from you on a previous Notification. 
    

Managing Signed Agreements

1. Signed agreements can no longer be deleted, instead you will have to create a new agreement.
2. Find your Appointment by going to Appointments > Calendar and double clicking the Appointment to open. 
3. With the Appointment open, scroll down to Agreements and move an Agreement from Available to Selected.
4. For information on how to update the Customer account name or email (click here).
5. For information on how to update your invoice (click here).
6. Then click Schedule Appointment, saving changes will not prompt you to create agreement.
   
7. On the Agreement confirmation page you have the ability to make changes directly to the Agreement. Type directly into the text editor and when down click Create Agreement Document(s)
   
   
8. After Creating the Agreement Document. Choose who you would like to send Notifications to. If you do not want to send a Notification choose Continue Without Sending Notifications.
9. The new Agreement Document and Appointment will now Show up on My Reports > All Reports. The example below has not been sent but the Customer is allowed to View if they sign in with a username and password sent to them from you on a previous Notification.

Viewing Permissions

It is important to have the correct viewing permissions selected for any users attached to an agreement document. Agreements without any viewing permissions will cause all documents in that folder to be un-viewable by your customers, this includes any agreements, invoices, or reports.

In the example picture above the viewing permissions will need to be restored for the customer to correctly view documents in this folder. If the agreement was unsigned you could follow the instructions above on how to delete an agreement. If the agreement was already signed you will not be able to delete the agreement and will have to follow the instructions below on setting viewing permissions.

1. Find your Agreement on HomeGauge Dashboard by searching My Reports > All Reports or find your Appointment on the Calendar and double click Appointment to edit.
2. Above the Agreement click Viewing > Edit Permissions.
   
3. Click the View checkbox for Viewing permissions, click the Forward checkbox for Forwarding permissions.
   
4. Click Set Permissions