Attach Contracts Task Option

Using the "Contracts" task option, your team can stop juggling multiple platforms and consolidate your electronic contract signing within LaunchBay.

This article will explain how the "Contracts"  task option works and provide instructions for using it.

How to Attach Contracts to Portal Tasks

Select the LaunchBay project or template where you want to create a document task, and click the "Create task" button to bring up LaunchBay's Task Composer. Name the task and add a description in the "Details" section if needed

On the right side of the Task Composer, click the button for "Contracts."

In the modal that opens after clicking “Contracts,” you’ll see any contracts already on the task and an Add a contract section with two choices. Choose Use a template to pick a reusable contract from your library, or Upload a PDF to build a one-off contract just for this task. In the template picker, search by title, click a contract to select it, and click Use.

Each contract on the task is labeled Contract template or Single use, only on this task.

After selecting the contract you want to attach, the modal will update, asking you to specify who is responsible for completing the fields. Use the dropdown to specify which client or team member is responsible for completing each field, click "Done," - the task assignee order will automatically inherit the contracts signing order and assignment and apply it to the task. This will notify the assigned users when it is their turn to sign.

Make any other changes to the task as needed, click "Save and Send" to active the task and send it to your client.

When Contract Tasks Complete Automatically

Once everyone assigned to the contract has signed, LaunchBay marks the task complete for you. Your client doesn’t need to click Mark Completed, tasks waiting on this one start right away, stages move forward, and any “task completed” automations run as usual.

LaunchBay only does this when the contract is the only thing the task asks for. If the task also has a form, file uploads, proofs, a signature request, an invoice, a meeting request, or subtasks, it stays open so your client can finish the rest.

If a contract has more than one signer, the task waits until everyone has signed. If you use a signing order, it completes as soon as the final signer is done. If the task requires Team Review, it moves to In Review after the last signature instead of going straight to Complete.