Agent Contract Details

The Agent Contract Details page provides a centralized view of essential contract information.

Agent Contract Details Layout

The agent contract details page has the following structure:

A. The Agent Contract’s Name
B. Agent Contract’s Basic Details: This section displays some basic details of the agent contract.
C. Action Panel: A collection of actions available for the agent contract. Depending on permissions, the options available might vary.
D. Navigation Tabs: A collection of links that allows easy navigation to the agent contract’s related data. Depending on permissions, the tabs available might vary.
E. Agent Contract Details Form: The agent contract details. The fields and layout are based on the layout set up by your system administrator.

Agent Contract Actions

From the agent contract details page, you can take the following actions:

The actions available might differ based on your permissions. Contact your system administrator for more details.

• Edit the agent contract details

• Merge a document

• Send an Email

• Send an SMS

Messages (Emails, SMS) or Merge Documents sent through Agent Contract are stored in the Diary and Document Store of the parent Agent of the contract.