Agreement templates FAQs

Updated 1 month ago by Leigh Hutchens

Q: How do I create an agreement template in Neo?

A: All of your current agreement templates in Classic are available in Neo. Navigate to Account Settings and Templates. You can create a new agreement template by either selecting Add, or by copying one that is already configured.

Q: What does it look like in Neo when an employee has more than one agreement?

A: You may choose to also display expired agreements using the Display menu on the right hand side.

Read more about Agreement templates.


How Did We Do?