Digital Agreements
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      How to upload a PDF of agreement into Hubspot for Approval

      What do you do if you have an agreement from before SLX that was signed and you want to get into SLX for program approval.

      1. Open your deal that you would like to upload the agreement for.

      2. On the left sidebar scroll down and choose Agreement Type
      "PDF Upload (Manual)".

      Screen Shot 2021-05-20 at 2.15.08 PM

      TIP: If you set this field to PDF Upload it, and upload an agreement it will notify the approval process so Kayla can check it off in your SLX Expectation Wizard.

      3. On the right sidebar find the "Attachments" module, click upload new.

      4. Once your agreement is uploaded refresh your browser and check off your task. (Task: Upload PDF Agreement)