Sending & Reviewing Terms

Sending and reviewing terms and conditions

You’ve filled out your form and you are all ready to send your terms to your partner for review.


Sending Your Terms To Your Partner

You can do this from the Member Home navigation. Scroll down to My Memberships > Exchange Agreements > Then click the View link near the agreement you want to send.

Screenshot of an ongoing agreement ready to send terms to a partner

Clicking the blue “Send to partner” button will send your partner an email to let them know that the exchange process is moving along and that you are ready for them to read the terms you filled in.

Member Questions

Member Question. Question: I am unable to edit my terms. What am I doing wrong?

Because of the back-and-forth nature of exchange agreements our system keeps a lock on each form allowing only one party at a time “edit” access. When you send your terms to your partner, your partner receives “edit” access - by which they are only able to Accept or Decline what you have written. They can not make changes to your text.

If you need to make a change at this stage, it’s best to contact your partner and ask them to decline the term you want to change and send the agreement back to you for edits.

Reviewing Your Partner’s Terms

When your partner is ready for you to review their terms, you’ll see a button in the box for your Partner’s Terms.

Screenshot of an ongoing agreement ready to review the partner's terms.

Click the button and you will see the form that your partner filled out. Underneath each item is a set of buttons. Each of your terms is shown to your partner with two buttons “Accept” and “Deny”.

Screenshot of an ongoing agreement ready to accept or decline the partner's terms.

To signal your approval with each set of terms that your partner has written, click the “Accept” button.


Not In Agreement? Have a Question?

If you are not in agreement with something your partner has written, or more likely, if you have questions, use the “Decline” button. When you click it, you have the opportunity to write a note for your partner

Screenshot after clicking the  Decline button.

… and that note will show up next to the title of the category when they look a their terms.

Member Question.

Your partner will also receive an email that there were updates to an exchange agreement process as well as notification message on their member overview page the next time they login.

Once you have made changes to your terms based on any suggestions your partner has, be sure to save the form and send your terms to your partner via the blue Send to Partner button again.


Late Editing Your Terms

It is important that your terms are clear and you are satisfied with them. So, don’t be shy about making changes back and forth up until your agreement is signed.

Once your partner has accepted all your terms though if you want to make changes to them - you will need to click the Unlock Agreement button in the upper right-hand corner of your agreement form. This button is a reminder that any changes you make to already accepted terms will set the process back and require that you send your terms again for your partner to review and accept.

Screenshot an agreement that needs to be unlocked before editing is allowed.

Once you and your partner have reached agreement, and you’ve accepted each other’s terms it is time to get on with the final section: Signing Your Exchange Agreement.


What important things do you like to specify in your exchange agreements? Leave a comment below.

Comments

comments powered by Disqus