Overview
Sending an agreement to a partner within Euler is straightforward and can be done in various parts of the product. To simplify, it’s best to break down the process into two main scenarios: sending an agreement as part of granting portal access, and sending an agreement after a partner already has portal access.
Scenario 1: Sending an Agreement When Granting Portal Access
When you’re inviting a partner to their partner portal, either individually or in bulk, you can include an agreement as part of the initial workflow. This is especially useful when:
Inviting a New Partner: During the invitation process, you have the option to attach an agreement that the partner will receive upon gaining access to their portal.
Accepting a Partner’s Application: If you are approving a partner who applied to join your program, you can grant them portal access and simultaneously select an agreement to send.
Manually Creating a Partner: For partners created manually, the option to include an agreement in their initial portal setup is available.
Scenario 2: Sending an Agreement After a Partner Already Has Portal Access
If a partner has already been given access to the portal, sending an agreement can be done through the following steps:
Navigate to the Partner Management Area:
Log in to Euler and click on Partners.
Search for and select the partner to whom you’d like to send an agreement.
Select the Agreement:
Once you’ve selected the partner, click on Agreements within their profile.
Choose the specific agreement you’d like to send.
Notify the Partner:
Select the partner contact to notify and send the agreement.
Following these structured steps ensures a smooth process for sharing agreements, whether during initial onboarding or after a partner is already active in the portal.