Contracts

 

Good Grants allows account owners to create contracts which can be assigned to successful applications and signed by applicants. 

Create a contract

To create a new contract template, follow these steps:

  1. In the Manage workspace, navigate to Grants > Contracts
  2. Click New contract template
  3. Provide a title for your contract
  4. Add your contract text to the Content field, employing text formatting (such as Markdown formatting) or merge fields if desired
  5. Click Save
Tip: you can create as many contract templates as you like.

Assign a contract to an application

When you're ready to assign a contract to a successful grant recipient, follow these steps:

  1. From the Manage workspace, go to Applications
  2. Click the name or ID of the application you want to add the contract to
  3. In the manager's view, open the 'Grant' tab
  4. Click Add contract under the 'Contracts' heading
    Add contract button in Grant tab
  5. Open the drop-down and select your desired contract
    Select a configured contract
Tip: contracts can also be assigned directly from the Applications view of the Manage workspace. Simply click the overflow menu (three dots) associated with the application and select Add contract.

Assign contracts in bulk

If multiple applications should be assigned contracts, you can do so in bulk.

  1. From the Manage workspace, go to Applications
  2. Click the checkboxes next to the applications that should have contracts assigned
  3. Open the Action drop-down
  4. Choose Add contract
    Add contract in Action drop-down.png
  5. Select your contract from the drop-down that appears
  6. Click Add contract

Sign a contract

Once the contract has been saved to the application, it will add a Sign contract button to the applicant's view in the Apply workspace at Applications

Sign contract button

The applicant can read and sign the contract by either drawing their name using their mouse or trackpad on the Draw tab, simply typing in their name using the Type tab, or by uploading a previously created signature in the Upload tab as shown below.

Draw Draw in a signature
Type Type in a signature
Upload Upload a signature

A timestamp for when the contract is signed will appear in the user's profile page along with a link to a PDF of the contract.

Manage current contracts

To view a list of all active contracts, both signed and unsigned, navigate to Grants > Contracts. From this location you can also:

Remove a contract

Important: if you delete a contract content block signed contracts with that block will not be deleted. Additionally, signed contracts cannot be deleted.
  1. In the Manage workspace, navigate to Applications
  2. Scroll to the 'Contracts' box 
  3. Click the overflow menu (three dots) next to the contract you'd like to delete
  4. Delete
    Delete unsigned contract

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