The Service Agreements section in Logixx CRM allows administrators to manage and store service-related documents such as contracts, agreements, or policy files. This centralized repository ensures that all documents are properly tracked, organized, and easily accessible.
📍 Navigation Path
Admon > Site Setup > System Configuration > Service Agreements
Features & Actions
Add New Service Agreement
Click the Add button located at the top right to upload a new service agreement document.
You will be prompted to fill in details:
Document Type
Description
Upload the actual file
Viewing Existing Service Agreements
The existing documents are displayed in a table format with the following columns:
Column | Description |
✅ Active | Indicates whether the agreement is currently active |
📝 Name | The name/title of the service agreement |
📎 Document Type | The type/category of the document |
🗓 Uploaded Date | The date the document was uploaded |
📏 Size | File size of the uploaded document |
👤 Uploaded By | Name of the user who uploaded the document |
🧾 Description | Additional notes or context about the agreement |
More Options (Three-Dot Menu)
At the end of each row, click the three-dot button (⋮) to reveal the following actions:
View – Open and review the document content
Edit – Update details such as name, description, or document type
Active/Inactive – Toggle the document's active status
Delete – Permanently remove the document from the list
🔐 Permissions
This section is accessible only to users with administrative permissions or specific configuration rights.