---
title: "Configurations (Agreements)"
canonical: "https://knowledgebase.leasectrl.com/space/LC2/1750991047/Configurations%20(Agreements)"
format: markdown
---
# Configurations (Agreements)

## This guide provides a comprehensive overview of managing configurations for agreements, detailing essential tasks such as adding, editing, and deleting agreements, as well as setting up automatic alerts. By following these straightforward steps, users can effectively streamline their workflow, ensuring timely reminders and accurate record-keeping. Whether you're new to the system or looking to optimize your processes, this guide is an invaluable resource for enhancing your operational efficiency.

# Add Agreements Configurations


### Adding a New Action for Configurations (Agreements)

Navigate to the **Configurations (Agreements)** section.

Click the **New** button to create a new agreement.

Enter data for all the required fields (Got an asterisk next to it).

Enter data for the optional fields if you need to.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://48f012c3-2977-4525-80f5-6c397285191d)

# Edit Agreements Configurations


### Editing **Configurations (Agreements)**

Go to the **Configurations (Agreements)** section.

Click the **Settings** (gear) icon next to the agreements record you want to edit.

Select **Edit** from the dropdown menu.

Make the necessary updates to any of the actions fields.

Click **Save** to apply your changes.

When prompted, click **Yes** to confirm and save the changes.

![image](media://cfeb6730-449b-452f-9f7a-487841e9bb25)

# Alert Agreements Configurations

Setting Up an Alert

Navigate to the **Configurations (Agreements)** section.

Click the **settings (gear) icon** next to the agreement action you want to set an alert for.

Select **Alerts** from the dropdown menu.

Click the **plus (+) icon** to add a new alert.

In the **Alert Name** field, type a name (e.g., **New Alert**).

In the **Days** field, type the number of days before the due date you'd like the alert to trigger (e.g., **30**).

Click the **timing icon** to choose when the alert should trigger.

Select either **Before** or **After** the due date (e.g., **After**).

Click **Save** to confirm your alert settings.

When prompted, click **Yes** to apply the changes.  
> 📧 *Once set, the system will automatically send a reminder email when the alert condition is met.*

![image](media://a25d01ab-58d5-48e4-9b85-4fc47fc9a82e)

# Copy Agreements Configurations


### Copying an **Agreements** Configuration

Go to the **Configurations (Agreements)** section.

Click on the **Agreements** tab.

Click the **settings (gear) icon** next to the tenure record you want to copy.

Select **Copy** from the dropdown menu.

Update the data for the optional fields if you need to.

Click **Save & Close** to create the copied record.

When prompted, click **Yes** to confirm.  
> 📄 *The new tenure will now appear in the list with the updated details.*

![image](media://9982f67a-bea4-471d-8551-2f6dbb9ae098)

# Delete Agreements Configurations


### Deleting a Tenure Configuration

Navigate to the **Configurations (Agreements)** section.

Click the **Settings** (gear) icon next to the actions record you want to remove.

Select **Delete** from the dropdown menu.

When prompted, click **Yes** to confirm the deletion.

![image](media://599be10f-53e7-471d-aafd-19df44467c0c)