9a. Additional Party
Updated Feb 17, 2021
Contract Access (DRAFT) (copied)
Cx: Step 6: Putting Data onto Contract Access
18
- Creating an Agreement Record
- 1. Agreement Summary
- 2. Agreement Term
- 3. External Counterparty
- 4. Financial Terms
- 5. Agreement Terms
- 6. Intellectual Property
- 7. Insurance
- 8. Compliance and Procurement
- 9. OSF Staff
- 9a. Additional Party
- 9b. Uploaded Attachments
- 10. Signatories
- 11. Notes and Attachments
- 12. Agreement Installments
- 13. Agreement Geographies
- 16. Compliance and Procurement Fields
- 17. Agreement Divisions
Other Resources
-
Shared Salesforce Records
- Individual Organizations and Contacts (copied)
- Organization Records and Contacts (copied)
- Bank Accounts (copied)
-
Contract Access (Cx)
- Cx: Payments
-
Foundation Connect (FC)
- FC: Getting Started (copied)
- Application Solicitation
- Pre-Award
- Compliance Review
- Grant Approvals
- Grant Agreements (copied)
- Grant Payments
- Post-Award: Grant Reports, Amendments and Closure
-
Salesforce Features
- Standard Salesforce Functionality (copied)
- Reports & Dashboards (copied)
-
Einstein
- Einstein Analytics
