Sending Contracts

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

15.1.2.1 Generating a Contract

1. Navigate to the Contracts tab on the schedule.

2. Enter a Description and select the Media Owner, then save.

3. Open the grey options menu 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

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.

A contract cannot be saved unless a template, authoriser, and schedule are included.

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

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15.1.2.2 Authorising or Rejecting Contracts (Authoriser)

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.

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15.1.2.3 Requesting Vendor Authorisation

After internal approval:

1. Select Request Vendor Authorisation from the contract options menu.

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.