CM Lite - This article explains how to add service agreement setting to pre-fill your service agreement template.
- Click on the drop-down arrow next to your name in the top right corner of CM Lite.
- Select Service Agreement Settings.
- Enter the terms and conditions that you want to appear on your service agreement templates in the relevant fields.
- Once all of the fields are populated, select Save at the bottom of the page.
These details will be visible on a service agreement document that you provide to a participant for approval.