Settings -> Clause Types -> Contract Categories -> Approval Flows -> Entities -> Vendor Categories -> Vendors -> Clause Libraries -> Contract Types -> Contracts -> Addendum
The Addendum screen is used to create and manage the Addendums of a Contract.
1. Add Addendum
Select the Add Addendum function available on the screen -> Proceed to enter the necessary data.
*Explanation:
Select the Contract
related to the Addendum.
The Approval Flow data will automatically display according to the Approval Flow of the Contract.
2. View
Select the Name of the corresponding Addendum you want to view.
2.1. Summary
The Summary tab will display the Addendum's information.
The Addendum tab is used to design the content of the Addendum.
2.3. Approval
The Approval tab is used
to display the list of employees approving the Addendum and shows the Activity
history when an employee approves.
If the Approval Flow
allows selecting the approving employee, a function will appear so the user can
select the approver.
If the Addendum's
effective date is equal to or earlier than the approval date, the Addendum
cannot be approved.
Once approvers are set,
select the “Send approval request” function to send an email notification for
approval to the employees.
The employee responsible
for approval will receive a notification email and can approve the Addendum.
After approval is
complete, the Addendum status will change to Active.
If the employee Rejects the Addendum, it will change to Pending. The “Send approval request” function will reappear so you can send a new approval request to the employee after making edits to the Contract/Addendum.
2.4. Signature
The Signature tab is used
to select the employee who signs the Addendum.
Select the Add
Representative function to choose the employee. For the counterparty, you can
send the Addendum link so they can sign (Note: the counterparty can only
designate one person to sign the Addendum).
Once the Addendum has been fully signed, it will be marked as Signed.
*Explanation
(Signature):
The Notify Through Email
function is used to send an email to the employee. The email template is set up
in the Email templates screen of Setup, or you can enter the email content in
the Message section.
The Revisions tab is used
to manage the Addendum's versions. Whenever the Addendum information or content
is edited, the system saves it as a new version.
The Restore function is
used to revert to your desired Addendum version. Before restoring, you can
preview the PDF to check if the Addendum content matches your desired
restoration.
Note: If the Addendum has been fully signed, the Addendum version cannot be Restored.
The Attachments tab is
used to manage the Addendum's related files. If you uploaded files when
creating the Addendum, they will also be stored here.
The Visible to Customer
function is used to allow the file to be displayed to the counterparty. When
the counterparty signs the Addendum, they can see these attached files.
The Activity tab is used to display the history of actions performed on the Addendum, such as creation, editing, approval, signing, restoring, etc.
Select the View function
corresponding to the contract/addendum whose content you need to view according
to the counterparty's role.
The counterparty can sign the contract on this screen. The signature will also be stored.
