Managing Your Activation's Contracts

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. Contracts 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. GRIN automatically refreshes your information periodically, but you can also do so immediately with this button.

You can also click on a creator's name in your table to open a side panel. This displays details about the creator within your Activation, a link to their GRIN creator profile, an option to Send Emails to that creator, and the statuses of their connected social networks and payout option. You can also customize that creator's details in each menu. These menus are:

• Tasks 
• Products 
• Payments 
• Content Rights
• Delivered Content

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

• 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 you can use to affect all the currently selected creators. This table has the following bulk actions: 

• • Tags: Click this button to open the Tags popover and edit your creators’ tags
  • Sequences: Click this button to open the Add contacts to sequence modal and add your creators to a sequence
  • Send Email: Click this button to open the Send email to contacts modal and send your creators an email
    • Edit: Click this button to further edit your creators’ settings. These settings are:
      • Set Relationship Stage: Change your creators’ relationship stages with your Brand or manage your relationship stages
      • Set Custom Property: Assign a custom property to your creators or manage your custom properties
      • Change Owner: Change the owner of your creators
    • More Options: Click this button to show more actions you can take. These actions are:
      • Send Alert: Opens the Send Alert to contacts modal to send an email alert to your creators
      • Export: Downloads a CSV file with only the data from your currently selected creators
      • Pause Content & Reporting: Stop GRIN from tracking and pulling content from your selected creators
      • Unpause Content & Reporting: Resume tracking and pulling content from your selected creators
      • Remove from Activation: Opens the Remove Contacts popup to confirm you want to remove your creators from the activation

That's it! That's all the ways you can manage your contracts in the Contracts tab. Now, you're ready to organize, send, and track contracts within your Activation.