Overview
Purpose: This guide explains how to create and manage Chapter & House Corporation Agreements in Revela, including setting dates, preparing documents, and tracking signatures.
Target Audience: Chapter administrators, House Corporation representatives, and property managers.
Step-by-Step
Step 1: Locate the Agreement
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Navigate to Operations (left menu) > Agreements (top toolbar) > HC and Chapter Agreements OR Memberships (between tenants) depending on the uses
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To locate agreements for the next school year:
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Navigate to the mid-screen Search bar
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Select the Current dropdown menu
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Select Upcoming to filter the Agreements
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Step 2: Set Agreement Dates
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Select the desired agreement from the list.
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Click Actions (dropdown) > Edit
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Enter the correct start and end dates for the agreement
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Click Submit to save changes
Step 3: Prepare the Document
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Click Actions (dropdown) > Prepare Document
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Select the document that has been uploaded to Revela
Step 4: Fill Out Required Fields
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Complete all required fields in the document
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Ensure the entered information is accurate and up to date
Step 5: Generate the Document
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Click Generate Document to create the agreement
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To review, scroll to the bottom of the page and click Unexecuted Document
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Verify that all entered information is correct before proceeding
Step 6: Send for Signatures
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If everything is correct, click Actions (dropdown) > Send for Signatures
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You can select a custom countersigner from the dropdown
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Revela will send the document to all parties listed in the agreement summary for electronic signatures
Step 7: Track Signature Progress
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The Signature History section in the agreement summary shows:
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When the document was sent for signature
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Who has signed and who has not signed
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Timestamps for each signature
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Step 8: View the Executed Document
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Once all parties have signed, an Executed Document link will appear
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Click the link to view or download the fully signed agreement at any time
Using a Custom Agreement Document
The process for custom agreements follows the same steps as above, with one additional step:
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Submit the Custom Agreement
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Email your custom agreement to support@revela.co to have it uploaded into the system
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Select the Custom Document
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When preparing the document, choose your custom agreement instead of the standard “2025-2026 Chapter-HC Agreement.”
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Best Practices, Tips, and Notes
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Always review the document before sending for signatures to avoid errors
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Use filters to quickly locate agreements for specific academic years
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Regularly check the Signature History section to ensure agreements are signed on time
Common Issues & Troubleshooting
Issue 1: The agreement is not appearing in the list
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Solution: Adjust the filter settings to show Upcoming agreements
Issue 2: A party has not received the signature request
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Solution: Verify the email address listed in the agreement summary and resend the request
Additional Resources
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How to Track Agreement Signatures in Revela
