How to approve an agreement?
Approving an agreement in your virtual office platform involves several steps, including status management. Here's a detailed explanation:
- Agreement Submission:
Clients submit their signed agreements through the platform after completing the onboarding process. The initial status of the agreement is set to "Pending Approval." - Review and Verification:
The submitted agreement undergoes a review process to ensure that all necessary information is provided and that it aligns with the terms and conditions of the selected plan. If everything is in order, the status is updated to "Approval Pending." - Approval Process:
Supply partners or administrators, responsible for agreement approval, log into the platform. They access the agreement in the dashboard and review it thoroughly to confirm its compliance with the established criteria. If the agreement meets all requirements, the supply partner or administrator approves it. - Status Update:
After approval, the agreement status is changed to "Approved." This indicates that the agreement has been reviewed, verified, and accepted. - Notification to the Client:
Once the agreement is approved, an automated notification is sent to the client, informing them that their agreement has been accepted.
Related Articles
How is Agreement generated?
The generation of an agreement in your virtual office platform typically follows a structured process. Here's an overview of how an agreement is generated: Templates: At the time of onboarding we ask for templates for each virtual office plan, these ...How are documents shared with clients?
The process of sharing documents in a virtual office context involves secure and systematic steps. Here's a general guide on how documents are typically shared: Document Upload: Relevant documents for your space, such as client agreements, NOCs and ...How to update the expired documents for my workspace?
To update expired documents for your workspace, you have two convenient options Workspace Settings: Navigate to the workspace settings where you can find a clear list of expired documents, each tagged for easy identification. Locate the expired ...How to update the expired documents for my workspace?
To update expired documents for your workspace, you have two convenient options Workspace Settings: Navigate to the workspace settings where you can find a clear list of expired documents, each tagged for easy identification. Locate the expired ...How does KYC verification happen?
KYC (Know Your Customer) verification is a crucial step in ensuring the security and authenticity of our virtual office subscribers. We at myHQ collect all KYC details from the clients and share these details with our supply partners with the client ...