# Sending Contracts

> **Note:** This workflow applies when the planner **generates and sends a contract** directly to the Media Owner.

### Generating a Contract

1. Navigate to the **Contracts** tab on the schedule.
2. Enter a **Description** and select the **Media Owner**, then **Save ([![image.png](https://kb.it-s.co.za/uploads/images/gallery/2026-01/scaled-1680-/image.png)](https://kb.it-s.co.za/uploads/images/gallery/2026-01/image.png)).**
3. Open the contract line **options menu** **([![Untitled design (4).png](https://kb.it-s.co.za/uploads/images/gallery/2025-12/scaled-1680-/untitled-design-4.png)](https://kb.it-s.co.za/uploads/images/gallery/2025-12/untitled-design-4.png))** and select **Generate Contract**.
4. In the contract window:
    
    
    - Select a **template**
    - Choose an **authoriser**
    - Upload a schedule **or** generate one using a pivot report
5. Select **Save & Request Authorisation** to send the contract to the authoriser.

**Uploading a schedule manually**

1. Select **Upload existing schedule**
2. Upload the file from your computer

**Generating a schedule**

1. Select **Generate schedule**
2. 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.

### Authorising or Rejecting Contracts 

The authoriser accesses the contract via the **email link** or by navigating to **Overview → Contracts**.

Available actions:

- **Approve Document** – Applies the authoriser’s signature
- **Reject Document** – Requires a rejection reason and updates the status
- **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:

1. Select **Request Vendor Authorisation** from the contract **options menu** **([![Untitled design (4).png](https://kb.it-s.co.za/uploads/images/gallery/2025-12/scaled-1680-/untitled-design-4.png)](https://kb.it-s.co.za/uploads/images/gallery/2025-12/untitled-design-4.png)).**
2. Enter and confirm the vendor’s email address.
3. 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.