allows you to organise, edit, and archive all your business agreements in one place. This ensures you can quickly access important documents, like supplier agreements or booking confirmations, saving time and improving organisation.
Accessing this feature
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How to use it
Editing a Contract
Find your contract: Once you're on the Contracts page, you'll see a list of all your current agreements. You can use the search bar or filters to quickly find the one you're looking for.
Open it up: Click on the name of the contract you wish to edit. This will open the contract details page.
Start editing: Look for the Edit Contract button, usually located at the top right of the contract details. Click this button.
Make your changes: You'll now be able to modify various fields within the contract, such as terms, dates, party details, or specific clauses. Take your time to make sure everything is just right.
Save your work: Once you're happy with all the adjustments, click the Save button. This will update the contract with your new information. You'll see a confirmation message letting you know your changes have been saved successfully.
Signing a Contract
Open the contract: Go to the contract you need to sign using the steps above.
Review thoroughly: Before signing, take a moment to carefully read through the entire contract one last time. Make sure you agree with all the terms.
Initiate signing: Look for the Sign Contract button, usually prominent on the contract details page. Click it.
Follow the prompts: The system will guide you through the e-signature process. This usually involves:
Confirming your identity (it might pre-fill your name).
Providing your digital signature. This could be by typing your name, drawing your signature with your mouse or trackpad, or selecting a pre-saved signature.
Confirming you agree to the terms of digital signing.
Confirm and complete: Once you've provided your signature and confirmed, click Complete Signing. The contract will then be marked as 'Signed' and a copy with the digital signature will be securely stored. You'll often receive an email confirmation too!
Archiving a Contract
Select the contract: Find the contract you wish to archive from your list on the Contracts page.
Open the details: Click on the contract name to view its details.
Archive it: Look for the Archive Contract button (sometimes it might be called Mark as Complete or Close Contract). Click this button.
Confirm your action: The system will usually ask you to confirm if you're sure you want to archive the contract. Click Confirm or Yes. The contract will then move from your 'Active' list to an 'Archived' section, where you can still access it if you ever need to look back at it. It's like putting it in a secure, digital filing cabinet!
Tips
Review Regularly: Even if a contract is archived, it's a good idea to periodically review your active contracts. Make sure everything is up-to-date and that you're aware of any upcoming renewal or expiry dates.
Be Thorough with Details: When creating or editing contracts, double-check all the details – names, dates, amounts, and terms. A little extra care here can save a lot of hassle later!
Use Search and Filters: As your business grows, so will your list of contracts. Get comfortable using the search bar and filters to quickly pinpoint specific agreements. It’s a real time-saver!
Keep Communication Clear: While the system helps manage the documents, always ensure clear communication with the other parties involved in the contract. Transparency is key!
Backup (Just in Case): While Tourism Accelerator keeps your contracts secure, it's never a bad idea to download a copy of critical signed contracts to your own secure local storage as an extra precaution.
Ask for Templates: If you find yourself creating similar contracts often, consider reaching out to our support team. We might be able to help you set up templates to speed up the process even more!
Need help?
For further assistance, contact us at [email protected]