Users want to manually edit a single agreement associated with an inspection workorder. A similar UX to manually editing email templates before could work well.
Allowing templates to be editable should be a toggle on the agreement template itself similar to 'Primary Only', 'Required' etc.
Something that would need to be worked out is the UX/UI for when these edits can be made and by which users. Since the agreements are available in the client portal and not 'sent' like emails/sms messages there needs to be a prompt for the user adding the agreement to make edits. Perhaps a prompt, if the user has the permission at the time the template is manually added to the workorder and a persisting option in line with the agreement as long as the agreement status is unsigned.
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Planned
Main App
18 days ago
Linear
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Planned
Main App
18 days ago
Linear
Get notified by email when there are changes.