Locating and Cloning Agreement Documents in CC360

Link to Loom

https://loom.com/share/03632c90556448c981c792d7ce7281fe

Objective

This SOP outlines the steps to locate and clone agreement documents within the CC 360 platform.

Key Steps

Step 1: Access the Payments Section 0:04

• Navigate to the Payments section of the CC 360 platform.

• Look for the Documents and Contracts option.

Step 2: Click on Templates 0:23

• In the Documents and Contracts section, click on Templates.

• You will see a list of available agreement documents.

Step 3: Identify the Required Agreement 0:23

• Locate the specific agreement you need:

  • Box Code Program Agreement

  • Free Pilot Program Agreement.

Step 4: Clone the Agreement Document 0:44

• To clone an agreement, click on the three dots next to the document you wish to clone.

• Select Clone from the dropdown menu.

Step 5: Customize the Cloned Document 0:56

• Update the details in the cloned document as necessary for your specific needs.

Cautionary Notes

• Ensure you have the necessary permissions to clone and edit documents.

• Double-check the details in the cloned document to avoid errors.

Tips for Efficiency

• Familiarize yourself with the layout of the CC 360 platform to navigate quickly.

• Keep a list of frequently used documents for faster access.

Updating and Sending Documents for the Free Pilot Program

Link to Loom

https://loom.com/share/69e854fdcb4642e59fa928133ddfb5a5

Objective

This SOP outlines the steps to update the document for the free pilot program and send it to potential clients.

Key Steps

1. Clone the Template 0:02

• Clone the template for the free pilot program.

• Update the document title to reflect the current version.

2. Update Document Content 0:32

• Make necessary changes to the content of the document to ensure it is accurate and relevant.

3. Save and Publish the Document 0:48

• Click 'Save' to ensure all changes are stored.

• Click 'Publish' to make the document available.

4. Generate Links for the Document 1:03

• Select 'Generate Links' to create a shareable link for the document.

5. Send the Document Link to Clients 1:19

• Copy the generated link.

• Send the link via email to the clients or organizations, indicating that the document is ready or updated.

Cautionary Notes

• Ensure that all updates are thoroughly reviewed before publishing.

• Double-check the email recipient list to avoid sending sensitive information to the wrong parties.

Tips for Efficiency

• Use a checklist to ensure all steps are completed before sending the document.

• Keep a record of previous versions of the document for reference.