Managing Agreement Documents

VerdictFlow stores all your fee sharing agreements in one place. This guide covers how to find, organize, and manage your documents.

Accessing Documents

Documents Tab

1. Navigate to Agreements in the sidebar
2. Click the Documents tab
3. View all agreements across all referrals

From a Referral

1. Open a specific referral
2. Click the Agreement tab
3. View the agreement for that referral

Document List View

Information Displayed

Each row shows:

• Referral/Lead Name - Who the referral is for
• Partner Firm - The other party
• Status - Draft, Pending, Completed, etc.
• Fee % - Agreed percentage
• Created - When the agreement was generated
• Signed - When fully executed (if applicable)

Sorting

Click column headers to sort:

• By date (newest/oldest)
• By status
• By partner firm name
• By fee percentage

Filtering Documents

Quick Filters

Click filter buttons to quickly filter:

• All - All documents
• Pending - Awaiting signatures
• Completed - Fully executed
• Drafts - Not yet sent

Advanced Filters

Click Filter for more options:

• Date Range - Created or signed date
• Partner Firm - Specific firm
• Status - Multiple status selection
• Fee Range - Min/max percentage

Searching Documents

Use the search bar to find agreements by:

• Lead/client name
• Partner firm name
• Agreement number

Viewing a Document

Document Preview

Click on any agreement to preview:

• Full agreement text
• Current status
• Signature status for each party
• Activity timeline

Tabs Available

• Document - View the agreement content
• Activity - See all actions taken
• Details - Metadata and linked referral

Document Actions

Download PDF

1. Open the document
2. Click Download PDF
3. Save to your computer

Downloads include:

• Full agreement text
• Signatures (if completed)
• Audit trail page

Send/Resend for Signature

For pending agreements:

1. Open the document
2. Click Send for Signature or Resend
3. Confirm recipient details

Cancel Agreement

For pending or partially signed:

1. Open the document
2. Click Cancel
3. Provide reason
4. Confirm cancellation

Delete Draft

For drafts only:

1. Open the draft
2. Click Delete
3. Confirm deletion

Document Statuses

Linking to Referrals

Every agreement is linked to its referral:

View Linked Referral

1. Open the agreement
2. Click View Referral link
3. Opens the associated referral detail

Agreement from Referral

1. Open a referral
2. Click Agreement tab
3. View or manage the agreement

Activity Timeline

Each agreement has an activity log showing:

• When created
• When sent
• Who signed and when
• Reminders sent
• Status changes

Access via the Activity tab when viewing an agreement.

Bulk Actions

Select multiple documents for bulk actions:

1. Check boxes next to documents
2. Choose action from toolbar:
   • Download all (as ZIP)
   • Export list to CSV

Exporting Agreement Data

Export to CSV

Export a list of your agreements:

1. Apply desired filters
2. Click Export
3. CSV downloads with agreement metadata

Includes:

• Agreement number
• Parties
• Status
• Fee percentage
• Key dates

Bulk PDF Download

Download multiple signed agreements:

1. Select agreements (checkboxes)
2. Click Download Selected
3. ZIP file downloads with all PDFs

Storage and Retention

How Long Are Documents Kept?

• Completed agreements: Retained indefinitely
• Cancelled agreements: 7 years
• Expired agreements: 7 years
• Drafts: Until deleted or 90 days

Storage Security

• Encrypted at rest
• Encrypted in transit
• Access logged
• Regular backups

Best Practices

Organization

1. Use filters - Find documents quickly
2. Download important docs - Keep local copies
3. Regular reviews - Check pending agreements weekly

Compliance

1. Retain all completed agreements - Legal requirement
2. Document changes - Use cancel/regenerate, not informal changes
3. Audit trail - All actions are logged automatically

Housekeeping

1. Clean up drafts - Delete unused drafts
2. Follow up on pending - Don't let agreements expire
3. Resolve declined - Address issues promptly

Troubleshooting

Can't Find an Agreement

1. Clear all filters
2. Search by lead or firm name
3. Check all status categories
4. Verify it was actually created

Document Won't Download

1. Check browser popup settings
2. Try a different browser
3. Clear cache and retry

Missing from Referral

1. Open the referral
2. Check if fee sharing was enabled
3. Agreement may not have been generated yet

Next Steps

• Agreement Templates - Create new templates
• Referral Network - Manage your partners