The scheme PDF can be found in the Approval tab of a scheme and can be downloaded as a PDF document. The scheme PDF contains a summary of the scheme, breakdown of the deals in the scheme and terms and conditions for that scheme.
The scheme PDF can also have signatories to show that the scheme has been confirmed and signed off. This can be configured for manual workflow to have 3 signatories — 2 on behalf of your company and 1 on behalf of the trading partner. For automatic workflow these signatories will be automatically generated based on the users who were involved in the approval workflow for that scheme.
The terms for the scheme can be configured on request by an Enable Administrator to include all terms and conditions. You can configure the scheme PDF to automatically populate with the trading partner name, trading partner ID, scheme ID etc. Enable can also configure free text boxes, multi select lists, single select lists and more.
The scheme PDF by default is Enable branded but can be branded to suit your company. Please note this feature is chargeable.