- Select “New Workflow” in the top right corner.
- Choose “New Contract”.
- Select “Mattermost - Non-Disclosure Agreement” template.
- Select a Mattermost Signatory. Please consult the Handbook for proper signing authority.
- Choose the Company who will be entering into the NDA with Mattermost. If the Company is not in the list, select “Invite a New Company” and fill out all of the required fields. Select “Save”.
- Verify the terms of the Agreement. Select “Complete Draft”.
- In the “Party Information” box, please select “Signatories Signing Order” and toggle so that “Signing Order” is ‘ON’ and the other party is set to sign first. Select “Save”.
- You may now “Send” the draft NDA. This will send the document to the other party for review and signature.
- Select “New Workflow” in the top right corner.
- Choose “New Contract”.
- Select “Mattermost - Consulting Agreement” template.
- Choose the Mattermost Signatory. Please consult the Handbook for proper signing authority.
- Choose the Consultant who will be entering into the Consulting Agreement with Mattermost. If the Consultant is not in the list, select “Invite a New Consultant” and fill out all of the required fields. Select “Save”.
- Fill out the information for Exhibits A, B, and C. Select “Complete Draft”.
- In the “Party Information” box, please select “Signatories Signing Order” and toggle so that “Signing Order” is ‘ON’ and the other party is set to sign first. Select “Save”.
- You may now “Send” the Draft Consulting Agreement. This will send the document to the other party for review and signature.