Sending Contracts

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

 

 Generating a Contract 

 

 

 Navigate to the Contracts tab on the schedule. 

 

 

 Enter a Description and select the Media Owner , then Save ( ).  

 

 

 Open the contract line options menu   ( )  and select Generate Contract . 

 

 

 In the contract window: 

 

 

 Select a template 

 

 

 Choose an authoriser 

 

 

 Upload a schedule or generate one using a pivot report 

 

 

 

 Select Save & Request Authorisation to send the contract to the authoriser. 

 

 Uploading a schedule manually 

 

 

 Select Upload existing schedule 

 

 

 Upload the file from your computer 

 

 

 Generating a schedule 

 

 

 Select Generate schedule 

 

 

 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: 

 

 

 Select Request Vendor Authorisation from the contract options menu   ( ). 

 

 

 Enter and confirm the vendor’s email address. 

 

 

 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.