1
Open Service Agreements
Choose Service Agreements from the navigation or open the participant Agreements tab. Start from a template when one exists.
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Documents and communication
How to send and track service agreements
Create a service agreement, use templates, send for e-signing and monitor agreement status.
Coordinators, managers and admins
12 minutes
App area: /dashboard/service-agreements
Before you start
Check these items before changing participant, billing or compliance records.
- Confirm participant details, service scope, rates and dates.
- Check the agreement template is current.
- Confirm the correct email recipient for signing.
Steps
Follow this workflow.
2
Create the agreement
Select participant, template, agreement dates, services, rates, terms and any notes required by your organisation.
3
Preview before sending
Review names, dates, service descriptions, pricing, cancellation terms and signatory details before sending.
4
Send for signature
Send the agreement to the participant, nominee or representative. CordoCare tracks access and signature status through the signing link.
5
Store and follow up
After signing, keep the completed agreement attached to the participant and create a task for renewal before the end date.
Expected outcome
The participant agreement is sent, traceable and stored with the participant record.
Related CordoCare guides
How to send a welcome pack
Create, send and track a participant welcome pack with acknowledgement and onboarding documents.
How to upload and manage documents
Upload participant files, categorise documents, control access and keep evidence attached to the right record.
How to manage tasks and follow ups
Create tasks, assign owners, link participant work, use due dates and track team follow up.
Related feature pages
Want another workflow?
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