Adding a New Contract

Video Tip - Go to the 0:54 mark of the video to view information on how to add a new Contract.

IMPORTANT NOTE: Want to paste text from a document into Planning Pod? Read these copy-and-paste instructions first.

To Add a New Contract:

1. Use one of these three ways to access the Contracts tool:
   • Click on the "Contracts" tool button on the Event Dashboard.
   • Use the Quick Launch or Switch Event tool to select the appropriate Event/Lead and the "Contracts" tool.
   • Click on "Contracts" in the main navigation bar.
2. Click the "Add Contract" button.
3. Add the contract reference/name; select your intended signers; and add your contractual language/terms of agreement.
   • NOTE: When adding intended signers, remember to also add at least one person from your organization as a counter-signer; this person will receive notifications on any signature activity.
4. Click "Save" when you are finished.