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Setting up Event Contracts

Event Contracts are associated to Event Types. To navigate to the Event Type building tool, go to the Settings menu and click on Event Types. To assign a new contract, you can do so by clicking on the blue pencil (Contract)

Event contracts can be added to each event type using a WYSIWYG editor.

This editor allows users to define the default contract for each event type. We suggest adding blank lines to indicate areas where additional content may be needed further down the line (i.e. the contract recipient's name and address).

There is RBAC control to determine what users are allowed to edit & generate contracts.

If users have the ability to edit and/or generate contracts, they will see buttons to edit/download in the Events page.

If a user chooses to edit a contract, the input will be pre-populated with the default contract associated with the event type. This allows users to make ad-hoc changes to a contract that are specific to a single event:

However, when a user chooses to Download a contract - they will also be given an ability to edit. The difference is these edits will not save - these edits are primarily for users to "fill in the blanks" before downloading a contract (i.e. if you need to specify a date, name, address or other details, you can do so right before downloading the contract). Note that all contracts come with the invoice appended at the end.

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