Adding a New Contract

Video Tip - Go to the 0:54 mark of the video to view information on how to add a new Contract.

IMPORTANT NOTE: Want to paste text from a document into Planning Pod? Read these copy-and-paste instructions first.

To Add a New Contract:

  1. Use one of these three ways to access the Contracts tool:
    • Click on the "Contracts" tool button on the Event Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Contracts" tool.
    • Click on "Contracts" in the main navigation bar.
  2. Click the "Add Contract" button.
  3. Add the contract reference/name; select your intended signers; and add your contractual language/terms of agreement.
    • NOTE: When adding intended signers, remember to also add at least one person from your organization as a counter-signer; this person will receive notifications on any signature activity.
  4. Click "Save" when you are finished.

 

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