These QRGs outline tasks within the Contract module. Use the category to help you find the QRG you need more quickly.
| CATEGORY | QUICK REFERENCE GUIDE | Modified |
|---|---|---|
| User Setup | Configuring User Profile Contract Settings | 7/13/20 |
| Setting Up an Electronic Signature (PDF) | ||
| Adding a Team Member to a Contract | 4/06/21 | |
| Removing a Team Member from a Contract | 4/06/21 | |
| Creating a Draft Contract | Creating a Draft Contract | 7/8/20 |
| Adding New Supplier Contacts | 4/06/21 | |
| Using a Contract Language Smart Template (PDF) | ||
| Adding Notes and Attachments | 3/16/21 | |
| Completing Additional Information (PDF) | ||
| Creating a Supplier before Loading a Presigned Agreement | 7/22/20 | |
| Loading a Presigned Agreement in CalUsource | 10/27/20 | |
| Amending a Contract | 4/06/21 | |
| Deleting a Draft Contract | 4/06/21 | |
| Contract Review | Contract Routing Options (PDF) | |
| Routing for Supplier and Team Review | 4/6/21 | |
| Routing for Signature (PDF) | ||
| Obtaining Wet Signatures (PDF) | ||
| FAQ | Contract Notifications | 10/26/20 |
| Determining Supplier Status (PDF) | ||
| Changing the Contract Administrator FAQ (PDF) |