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Soutien SignaSur

Remplir les champs communs, ajouter des entreprises, des contacts, des emplacements

Venus Yeung
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1. Fill in the contract details. In the "AGREEMENT BASIC INFORMATION" section, enter the contract title as it should appear internally in the system. This title will not be displayed in the actual contract.

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2. "CREATE NEW COMPANIES, CONTACTS, AND LOCATIONS" (if needed).

a. Create new company (Be sure to complete the mandatory fields: street address, city, country, zip or postal code).

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*Choose the primary role: Owner / General contractor / Trade contractor / Consultant / Other

 

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Be sure to click the “Create company” button to confirm the details.

 

b. Create a new location (Be sure to complete the mandatory fields: street address, city, country, zip or postal code).

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Be sure to click the “Create location” button to confirm the details.

 

c. Create new contact (Be sure to complete the mandatory fields: main contact’s first name, last name, email, and select company).

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Be sure to click the “Create main contact” button to confirm the details.

 

Be sure to complete the mandatory fields: contact name and email. Click the “Create contact” button to confirm the details.

 

 

Complete the required fields under the AGREEMENT, THE WORK, THE SERVICES, CONTRACT DOCUMENTS, CONTRACT PRICE, PAYMENT, NOTICES IN WRITING, LANGUAGE OF THE CONTRACT, INTERNAL NOTES (optional), and SIGNING PARTIES.

 

3. AGREEMENT:

  • Description/Title of the work
  • Contract starting date
  • Select the parties that need to be included in the contract

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4. THE WORK:

  • Place of the work/project
  • Work starting date; or
  • Other date that is required in the contract

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5. THE SERVICES:

  • Payment Certifier and/or Owner’s Advisor

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6. CONTRACT DOCUMENTS:

  • List the title of the attached documents

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7. CONTRACT PRICE:

  • Contract price
  • Tax percentage for value added taxes

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8. PAYMENT:

Whose prime rate is to be used for the purpose of interest calculations.

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9. NOTICES IN WRITING:

Parties may vary in different contracts.

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10. CONTRACT LANGUAGE:

Contract language precedence: English or French

 

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11. INTERNAL NOTES: (optional)

This section is reserved for any internal notes, comments, or additional information relevant to the process. Use this space to document any helpful context, reminders, or updates to ensure smooth operations or improve future interactions.

 

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12. SIGNING PARTIES:

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*The fields marked by an asterisk (*) are mandatory to complete.

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