Sending Contracts
Note: This workflow applies when the planner generates and sends a contract directly to the Media Owner.
Generating a Contract
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Navigate to the Contracts tab on the schedule.
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Enter a Description and select the Media Owner, then Save (
). -
Open the contract line options menu (
) and select Generate Contract. -
In the contract window:
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Select a template
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Choose an authoriser
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Upload a schedule or generate one using a pivot report
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Uploading a schedule manually
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Select Upload existing schedule
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Upload the file from your computer
Generating a schedule
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Select Generate schedule
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Choose the pivot template and select Generate
Once generated, the schedule is automatically embedded into the contract.
Important: A contract cannot be saved unless a template, authoriser, and schedule are included.
Select Save & Request Authorisation to send the contract to the authoriser.
Authorising or Rejecting Contracts
Available actions:
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Approve Document – Applies the authoriser’s signature
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Reject Document – Requires a rejection reason and updates the status
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Reset Contract – Removes all linked items and clears the contract from Authorisations
Status updates and confirmation emails are automatically sent.
Note: Authorisers can monitor all contract statuses—Awaiting Approval, Approved, Rejected, Awaiting Vendor, and Complete—via the Authorisation In Status dashboard fact box.
Requesting Vendor Authorisation
After internal approval:
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Select Request Vendor Authorisation from the contract options menu (
). -
Enter and confirm the vendor’s email address.
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Multiple recipients can be added using the plus (+) icon.
Once sent, the contract status updates to Awaiting Vendor Contract.
When the signed contract is returned, the status changes to Contract Returned, and can then be marked as Complete.
Contracts Overview
A full list of contracts can be viewed by navigating to MEplan → Contracts.
This view displays contract numbers, statuses, email history, and can be exported to Excel.