Contrats – Améliorations internes

The system allows primary parties in a contract hierarchy to sign agreements before the external signer

If an advisor/corp submits multiple contract requests with the same hiearchy and the billable party actions the second contract request to add the package and send the contract backwards, credit/criminal screening is not appropriately triggered as the system doesn't recognize this as the 'first' instance of the relationship. 

We have provided training on best practice, whereby all contract requests need to be denied and the advisor/corp needs to start over. This is an in-efficient process and creates a negative user experience for both the advisor and client. 

When an external signer attempts to sign the agreement, they receive a red banner to let them know that they cannot continue to sign the document until the signer details are completed. This banner continues to display even when the signer details have been entered. This is a low priority item as the signer can continue with signing the document, when they click the 'save' button, but the behavior is a bit confusing for users as it leaves them thinking there is something else they need to do.

Please change the "+Add Contract" button within a contract container to read "+Add Package".

When a contract container is first created, the user sees the header area and the Related Contracts screen.

The header area includes functional buttons, and one that says "+Add Contract", which is how users select & attach the appropriate contracting package to send down to the target party. Once the first package is attached, the button changes to read "+Add Package".

The Related Contracts screen includes a large button that says "+Add New Contract".