Contracts

After you accept an offer, the organisation may send you a contract to sign. Contracts lists every contract sent to you or to your organisation. This appears only when it is turned on for your organisation.

Labels that name Contract, Milestone and Application use your organisation's own term if you've renamed it.

The contracts list

Each contract shows its status. One waiting for you carries Awaiting your review, and the bell at the top turns red while a contract is waiting for your signature.

Status	Meaning
Awaiting signatures	Sent, and waiting for its signatories.
Awaiting counter-signature	You've signed; the organisation signs next.
Signed	Signed by everyone.
Completed	Finished.
Declined	A signatory declined it.
Withdrawn	The organisation has withdrawn it.
Terminated	The organisation has ended it.

While the organisation is withdrawing or ending a contract, it keeps showing its earlier status until the letter is sent.

Review and sign

1. Open the contract. The page shows the Contract number, Applicant, Amount and when it was Sent, then the contract document.
2. Read it. Download Contract saves a copy.
3. Select Approve and Sign.
4. Under How you sign, choose one of the ways the organisation allows: Upload a photo, Type your name or Type your initials. With a photo, you can Use my saved signature from My profile, or Upload a new photo and trim it.
5. Enter Your role, for example Director or Chief Executive. It is printed under your name.
6. Select Sign Contract. You see You have signed this Contract.

If you can read a contract but not sign it, the page says You can read this Contract. Its signatories sign it. If it says Set your password to sign, finish setting up your account from your invitation email first.

Decline a contract

Select Decline, then Decline Contract. This tells the organisation you will not sign it. Nobody else can sign it afterwards, and you can't undo this. Keep reviewing closes the dialog.

Milestones and letters

A signed contract lists its Milestones in the order they appear in it, with their due dates. If the organisation withdraws or terminates the contract, its letter appears on the page; select Download letter (PDF) to keep a copy. Conversation opens your messages with the organisation about the contract, when it uses them.

Make a request

Once a contract is in place, you may be able to ask for a change, such as more time for a milestone.

1. On the contract, select Make a request.
2. Choose the Type of request. Some types are open only until a date.
3. If the request is about milestones, tick each one; for more time, give the new due date.
4. Select Start request, answer the request's questions (they save as you go) and submit it.

Requests on the contract shows each request's status: Draft, Submitted, More information requested, Approved or Declined. When more information is asked for, open the request, update your answers and select Resubmit.

Change your bank details

To have payments made to a different account, make a Change of bank details request. The organisation reviews the new account before it is used, and payments keep going to the account it holds now until the review is approved. If the review is declined, nothing changes. Once you submit, the request shows only the last digits of the account number.

See also

• Milestones
• After you submit
• Your profile