Uploading an executed agreement
SpotDraft contract management system is the central repository for all Mattermost contracts, with the exception of PeopleOps contracts. If you have received an original, fully-executed contract, please make sure to promptly upload the contract to SpotDraft. If you do not have access to SpotDraft, you can contact IT and request access.
Note: Please make sure to follow the proper naming convention for Naming Agreements which is detailed in the Handbook.
To upload a contract to SpotDraft, please follow the steps below:
- 1.Select “New Workflow” in the top right corner of the SpotDraft homepage.
- 2.Choose “Executed Contract”.
- 3.Select “Upload” in the bottom right hand corner. [You can skip filling out the Key Pointers in the Excel spreadsheet and fill them out directly in the contract record after the contract is uploaded]
- 4.Select “Okay”.
Once the contract has been uploaded, open the contract record and fill in the "Key Pointers" fields on the right margin, with the applicable information from the contract.
Last modified 1yr ago