# Configuration

### **Setting up Agreement Review Types**

To set up agreement review types, navigate to the administration menu: Administration > Agreements > Review Types

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/KtugC396CVAkvBgk-embedded-image-kepkueog.png)

Each review type serves as a descriptive tag for the review. You can create as many review types as needed. Review types can only be deleted if they have not been used. If a review type is no longer needed, mark it as expired.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/urjx1kDfcX2cpYMd-embedded-image-kc4qonhe.png)

### **Deleting a Review Type**

1. Highlight the entry and click **‘Delete’** (only available if the review type has not been used).

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/A2RCKoXQMnQ4eiVZ-embedded-image-3ozizo1y.png)

### **Editing a Review Type**

1. Highlight your entry and click **‘Edit’**.
2. You can update the description or mark it as expired.
3. Click **‘Save’**.

### **Adding a New Review Type**

1. Click **‘New’**.
2. Enter the description of the review type.
3. Click **‘Save’**.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/ceayHDVPaV0Lc0Xf-embedded-image-f0vpkxhy.png)

**Note:** The **Standardise Case** checkbox will tidy your text entry automatically on save.

### **Setting Up Agreement Review Statuses**

Agreement review statuses can be set up from the administration menu.

1. Navigate to **Administration > Agreements > Review Statuses**.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/kYFEgWXVTBspoLnC-embedded-image-qzqaygdg.png)

### **Deleting a Review Status**

1. Highlight the entry and click **‘Delete’** (only available if the review status has not been used).

### **Editing a Review Status**

1. Highlight your entry and click **‘Edit’**.
2. You can update the description, change the completion status, or mark it as expired.
3. Click **‘Save’**.

### **Adding a New Review Status**

1. Click **‘New’**.
2. Enter your description and tick the options you require.
3. Click **‘Save’**.

![](https://kb.findesolutions.com/uploads/images/gallery/2025-03/DKUB17OVqraM76Hm-embedded-image-gbmaebwq.png)

### **Required Statuses**

You will need at least one status with a completed option. It is recommended that you also have at least one with a cancelled option. There will be defaults for these pre-loaded in your system.

- **Treat as Complete** – If this option is set, the review status will mark the review as complete.
- **Treat as Cancelled** – If this option is set, the review status will mark the review as cancelled.
- **Expired** – This will expire the review status so that it can no longer be used.