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

Before you start

Step 1

Choose Service Agreements from the navigation or open the participant Agreements tab. Start from a template when one exists.

Step 2

Select participant, template, agreement dates, services, rates, terms and any notes required by your organisation.

Step 3

Review names, dates, service descriptions, pricing, cancellation terms and signatory details before sending.

Step 4

Send the agreement to the participant, nominee or representative. CordoCare tracks access and signature status through the signing link.

Step 5

After signing, keep the completed agreement attached to the participant and create a task for renewal before the end date.

The participant agreement is sent, traceable and stored with the participant record.

Follow the next task, or explore the product workflow behind this guide.

Create, send and track a participant welcome pack with acknowledgement and onboarding documents.

Upload participant files, categorise documents, control access and keep evidence attached to the right record.

Create tasks, assign owners, link participant work, use due dates and track team follow up.

Bring the questions that matter to your practice. We’ll walk through the records, notes and billing with you.

No account or card needed to request a walkthrough.