This tutorial guides you through uploading agreements to an approval request. The approval request remains in the Review phase. The documents will be converted to the PDF format automatically on Cloudpermit.
|Go to the Application workspace.|
Scroll to the Agreements section.
There appears to be an option for uploading agreements.
Click on Upload Agreement.
|Choose the file from your computer and click on Open.|
|Success - The agreement has automatically been converted to the PDF.file, and it appears now in the application.|
If needed, you can select the agreement date other than today from the calendar.