Users with the Manage District Settings and Can Send Invoices user permissions can manage contract settings by uploading an existing contract or building a custom contract.
To manage a contract:
- Select Admin > Settings.
Click the Contract Settings tab. The Contract Settings page appears.
Do any of the following:
To... Then... Upload an existing contract for electronic signature a. Upload the desired file.
b. To Show Contact Signature when printing Requests, select Yes.
c. To Include Canceled Events on Contracts, select Yes.To delete an attached contract, click Remove File.
Build a new contract PDF a. Enter the custom Contract Booking Details in the field.
Note: This field appears at the top of the contract PDF. It typically provides instructions to the requestor on how to return the signed contract, as well as how to pay any usage fees. b. Enter your Contract Terms Text in the field.
Note: This field appears at the bottom of the contract PDF. It typically provides any waivers or liability agreements for use of the facilities. - Click Save Contract Settings.
A sample Contract PDF with the data from the Contracts fields is shown below.
| Note: If there are descriptions on the additional charges on the reservation, the descriptions will be included in the contract as well. |
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