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Managing Your Activation's Contracts

Updated by Dan

If you've integrated with a document management tool, such as DocuSign, you can access the Contracts tab. This tab displays all your activation's creators and any contracts you've sent to them. The Contracts tab is a great place to review all the contracts in your activation in one place!

What You'll Need

  • An existing Activation.

  • At least one creator added to your Activation.

  • An integrated contracts management tool, such as DocuSign. You can learn how to integrate with DocuSign with our help article Integrating with DocuSign.

How to Do It

To access Contracts, navigate to Program > Activations > Your Activation > Contracts tab. This will open the Contracts page where you will see a table of all your creators and any information about contracts that have been sent to them.

The table has a few basic tools you can use. At the top of the table are:

  • Filter: Click this button to open the Filters side menu and select fields to filter your creators by.

  • Search: Enter keywords into the search bar to search your list of creators.

  • Views: Save your current filtered table as a saved view. You can have up to five saved views per table.

  • Export: Click this button to download a CSV file of your creators.

  • Columns: Click this button to open the columns popover and customize what columns appear in your list of creators. You can also click on column headers to sort your list of creators in ascending or descending order.

At the bottom of the table are:

  • Lines per Page: Click the dropdown menu at the bottom of the table to customize how many creators you'd like to appear per page in the table.

  • Pages: Click the arrows at the bottom of the table to go to the next and previous pages of your table.

  • Refresh: Click the Refresh button to manually update your table's data.

You can also click on a creator's name in your table to open a side panel with details about the creator within your Activation.

Finally, there are unique actions you can take to customize and manage individual creators or many creators at once:

  • Row actions: Hover over a creator to show individual actions you can use in their row. This table has the following row actions:

    • Send Contract: Click this button to open the Send Contract modal and send a contract template to your creator.

  • Bulk actions: Click the checkbox next to one or more creators to display bulk actions. This table has the following bulk actions:

    • Tags: Edit your creators' tags.

    • Sequences: Add your creators to a sequence.

    • Send Email: Send your creators an email.

  • More Options: Click this button to show additional actions including Send Alert, Export, Pause/Unpause Content & Reporting, and Remove from Activation.

That's it! Now you're ready to organize, send, and track contracts within your Activation.