Agreement Record – Notes & Uploads

Notes

  • To-Dos – Reminders that are displayed on the related users home page
  • Internal Notes
    • Do Not Send Compliance Reminder Email
    • Invoice Canned Note – Used to communicate recurring information on an invoice for internal use or to the licensee (reference numbers or purchase order numbers, who to cc in an email. etc.). The notes field in the invoice will be auto-populated with the information from notes of this type.
    • Meeting Log
    • Phone Call Log
    • Some/All Distributions on Hold – Do not use, to be deleted as this flag is located in the technology record header
    • From Intake Notes
    • Notation Reimbursement Percent Note – Do not use, to be deleted as these notations should be in the reimbursement schedule
  • Email Correspondence – Emails linked to the agreement by adding the agreement reference number to the subject line and copying the unique Innovate email address for the organization.

Uploads

  • Agreement Uploads – Uploads that are directly related to the agreement
  • Related Agreement Uploads – Files indirectly related to the agreement that are through an agreement that is linked as a parent or child