To load a pre-signed agreement, first review and follow the instructions to Create a Draft Contract. That article will walk you through the sections that make up a Contract cover sheet and details the fields that must be completed to save the contract draft.
After you have completed the process for Creating a Draft Contract, proceed with the instructions below to load the pre-signed agreement and supporting documentation.
Make sure the REQUIRED cover sheet sections are complete before executing an agreement.
|Notes & Attachments
Step 1 - Create a draft
If you have followed the instructions to Create a Draft Contract, the last step in that process is to click Save as Draft.
Note: You can not proceed until the contract is saved as a draft. The necessary Additional Information and Contract Language fields will display after the draft is saved.
Step 2 - Loading a pre-signed agreement
With the draft contract open, scroll to the Additional Information section.
Fill in the required information in all four tabs. These questions will vary depending on the type of contract being authored.
The Additional Information section contains specifics about your contract that can be searched and reported for audit compliance.
Scroll to the Contract Language section and click on it to expand it.
The Contract Language section will display a file upload button. Click on Upload to open the Drag and Drop window.
Drag and drop the pre-signed contract along with any supplemental attachments and notes (price sheets, COI, etc.) in the space provided.
Click Close when you are finished adding all the necessary documents. You will be taken back to the Contract cover screen.
Uploaded documents can be reordered as needed by clicking and dragging on the small 8 vertical dots next to the document name.
When you are ready to make the contract live, click Execute.
If you are not ready to complete all of the above steps, you can click Save as Draft to save the contract without executing it.
Once you press Execute the contract is automatically loaded into the repository. You will need to amend the contract to make any changes.