Skip to main content
Home

Main navigation

  • Return to Esteemed.io
  • Colleagues
  • Esteemed Recruiting
  • Home
User account menu
  • Log in

Breadcrumb

  1. Home

Master Contract

Creating the Master Contract Manual for the AURA System

Preparing and Sending the Contract:

  1. Log in to the AURA system:
    • Enter your credentials and log in to the AURA system.
  2. Navigate to Companies:
    • Click on the "Companies" tab located in the header.
  3. Find the Company:
    • Locate the company with which you need to prepare the contract.
  4. Create Master Contract:
    • Once you've found the company, click on "Action" to open the drop-down list and select "Create Master Contract."

  5. Fill Out Contract Details:
    • You'll be directed to a new page where you need to fill out all the required fields for the contract.
  6. Choose Contact:
    • Select the appropriate contact who will receive and sign the contract.
  7. Review Master Services Agreement:
    • Ensure all details in the "Master Services Agreement" are correct.
  8. Save the Contract:
    • Save the contract once you've reviewed and filled out all necessary information.
  9. Notify Contact:
    • After saving, the contract will be sent to the email of your chosen contact. Inform them to check their email.

By following these steps, the contact can either log in with their existing AURA account or successfully create a new account to proceed with signing the contract.

Book traversal links for Master Contract

  • Contracts
  • Up
  • Contract Attachment

Topics in this section

  • Accounts
  • Navigation
  • Esteemed CRM
    • CRM entities
      • Companies
        • Create a new Company
      • Contacts
        • Create a new Contact
      • Appointments
        • Creating a New Appointment
      • Tasks
        • Create a new Task
      • Email Notifications
      • Tearsheets
        • Create a new Tearsheet
        • Sending a Mass Mailing
      • Conversations
      • Notes
  • Esteemed Sales
    • Sales entities
      • Leads
        • Create a new Lead
        • Leads list
        • Assigning Leads to Sales Team
      • Opportunities
        • Create a new Opportunity
        • Opportunities List
      • Deals
        • Creating a New Deal
      • Contracts
        • Master Contract
        • Contract Attachment
        • Contact Registration
        • Sign the Master Contract and Attachment
  • Esteemed ATS
    • ATS entities
      • Formatted Resume Generation Feature
      • Jobs
        • Create a new Job
      • Internal Submissions
        • Add Internal Submission
      • Interviews
        • Schedule an Interview
      • References
      • Offers
  • Esteemed ATS Pro
    • ATS Pro entities
      • Client Submissions
      • Placements
        • Create a new Placement
      • Performance Reviews
RSS feed
Powered by Drupal