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Completing an Agreement and Sending It to History
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Completing an Agreement and Sending It to History

Owned by Documentation Reviewer
Last updated: Nov 25, 2019

When an agreement is complete and fully invoiced, you can mark it as complete and send it into history.

  1. Open an agreement.
  2. Choose the Complete button at the top of the window.
  3. Choose Yes to the message asking if you are sure you want to move the agreement to history.