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," use the dropdown to select the contract you would like to attach to the 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.