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uploading-contracts.md

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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.