Authoring a Contract

There are two options when adding and authoring contract language into CalUsource prior to collecting an electronic signature. Both of these options begin by accessing the SMART templates contained within CalUsource. Please see Using a Contract Language SMART Template to learn how to select a template.

Within the contract language, you have two options with how to redline your selected template(s). You can either edit within CalUsource using Microsoft 365 (requires a Microsoft365 license*) or you can download these templates, edit outside of the tool and reimport when the language is finalized.

Note: UC has an enterprise agreement for Microsoft 365. If you are at a Google campus, contact your local IT department to request a 365 license. It should be available to you.

Author Outside the Tool (download)

Author Inside the Tool (Microsoft 365)

 

To author outside of the tool

Select the documents that you want download and edit, then select Download Selected.

Once downloaded, delete the templates by selecting Delete Selected.

Once you have finalized the language and all documents are and ready for signature, reimport them into the tool by selecting Select MS Word Template.

Drag and drop all of the documents into this window, or select the upload link to select them from the windows folder. Once in the interface, continue onto the collect signature reference guide found here - Routing a Contract for Signature using AdobeSign.

 

To author within the tool

Select the template(s) you want as part of the contract. Once they are reflected in the contract page, select the document you want to edit. 

Select the CHECK OUT box in the lower right corner.

Select OPEN IN MICROSOFT WORD ONLINE.

Once opened, edit the document as you would in the Word Desktop application as the functionality is very similar. Once finished with edits, select the document name at the top and then select Go Back under the location box.

Once you have returned to the CalUsource interface, select CHECK IN so the document can be routed for further review.

Once all documents have been edited, they can either be routed for further review (Routing a Contract for Supplier and Team Review) or sent to AdobeSign for signature