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How to Issue Contracts

Rory Williams
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What's In This Article?

 

 

Add a new contract

  1. While on the admin side of your event, click on contracts.

    an image showing users the 'Contracts' tab on the Event Dashboard menu highlighter by an orange circle.

  2. In the upper right hand corner of the event screen, click on + Upload New. 

    an image displaying the contracts dashboard with an orange circle highlighting the '+ Upload New' button.

  3. Upload your contract by selecting "upload file" on the modal the pops up and using the file explorer to select your file. You may only upload PDF files at this time, and they must be under 20MBs in size. Don't forget to name your contract! Make sure to use a unique, and easy to identify name, even if you are sending multiple contracts, such as "Vendor Contract - {Vendor Name}". Click ✓ Add to add your contract. 

    A pop-up window titled 'Add New' from the Eventeny platform, displaying a file upload area. The area instructs users to 'Select file' for upload, with a note that only PDF files less than 20MB in size are allowed. Below the upload area, there is a text field labeled 'Name' for entering the file name, and a teal 'Add' button is present at the bottom of the pop-up.

  4. Verify that the contract shows in the contracts field. The status should show unlocked.


    an image showing the uploaded contract as a listed item on the contract dashboard. There is an orange circle highlighting a status button labeled 'Unlocked'.

Prepare your contract for sending

  1. Click on the name of the contract that you wish to prepare for sending.

    an image with an orange circle highlighting the title of the uploaded contract.

  2. Click the Text Button on the left hand side of the navigation screen.

    an image showing users to click on the 'Text' button on the contract editor with an orange circle highlighting it.

  3. Use the field options provided in the Text Editor to add header and paragraph text where necessary.

     
    Make sure to click ✓ Save to ensure that your text gets saved!


    an image showing users the fields in the contract editor.



  4. Use the field options provided in the Text Editor to add print and signature fields where necessary.


    an image showing users the the text box that is placed on the contract for a print field highlighted with an orange circle.

    an image highlighting the text box that is place don the contract for a signature field highlighted with an orange circle.

Send your contract

  1. Navigate to the information tab of your contract.

    an image showing users the 'Information' tab on the contract editor with an orange circle highlighting it.

  2. Type the email of the person you wish to send the contract to in the email field, under "Export and Send". Click "➤ Send Contract". 

     
    They must have an existing account on Eventeny to receive the contract.


    an image showing users the email address field and the blue send button underneath it.

  3. Verify that the contract shows "Status: Sent🔒".  

    an image showing users the submission receipt when a contract is sent.

  4. Wait for the contract to be signed. The signer will get an email letting them know that a contract has been sent to them for review. They will then sign in to their account and be able to sign the contract. 

Make changes to a sent contract

  1. Navigate back to the contract editor menu by using the steps listed above under "Prepare your contract".
  2. Click "🔓 Unlock" to unlock your document. 

     
    This will invalidate any previously sent signature requests.


  3. Make any edits necessary using the steps listed above.

  4. Resend the document for signature. The signer will get a new email asking them to sign the newly prepared document. 

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