Contracts can easily be created using our updated and intuitive contract builder. If you already have a contract template saved onto your computer, don't worry! You can replicate your contract by copying and pasting the text straight onto greekbill. Some of our new contract features include extensive text, font, and format options, a built-in spell check for spelling and grammar along with additional language options. You can also upload your own photos to include your organization's crest.
Here’s how to create a contract:
1. From the Admin Dashboard, click on agreements on the left sidebar
- Click on Get Started at the top of your agreements Overview
2. Existing contracts will be displayed here. Click on Add Contract to create a new contract
3. Creating a new Contract Template (1 of 4)- Begin by entering the details of the contract
- Contract Status: Newly created contracts will always be listed as New
- Enter the name of the contract: Alpha Alpha - Chapter Bylaws 2017 - 2018
- Select the date the contract was made. We suggest that you use the current date
- Select the appropriate Contract Type depending on what contract you are creating; Dues and Fees, Housing Lease, Bylaws, and more
4. Before we can move on to the next step, there are a few mandatory contract settings that you must select.
Mandatory Contract: Members must sign the contract upon logging into their accounts.
Mandatory Member Date of Birth Entry at Signing: Along with their signature, members must enter their date of birth.
Mandatory Member City and State Entry at Signing: Additional city and state information is required.
Mandatory Co-signer Signature: A co-signer signature is required should the member have a secondary account connected to their member account. This may be used for a Housing or Lease Agreement.
Note: You may also hover your mouse over the (!) icon to briefly explain each mandatory setting.
- Click save & Continue to move to the next step
5. Enter Terms (2 of 4)- Enter the contents of your contract. If you already have a contract template saved in a Microsoft Word document, copy and paste it onto our contract builder.
- Click Save & Close to save your contract. You can always return to your Agreements page to make edits before assigning them to your members.
- Click Save & Continue to proceed to the next step.
5. Select Assignees (3 of 4)- Selecting your members
Click on the (+) sign to select your member's name. Doing so will shift their names to the middle column titledSelected Members
- If you want to select all members, click the Add All Members button as a shortcut.
- Click Review to continue
6. Edit Contract 2 of 2- The last step! Review your contract and make all final revisions, and you're done!
- Your contract settings will be displayed up top under details. This will include your ContractStatus, Name, Date, and type, followed by your mandatory Contract settings.
Contract Terms and Members Assigned will be displayed under your contract Details.
- Click the Go Back button to revisit any of the previous pages
- Click Save once you are satisfied and...
You are all finished! ClickDoneand you will be taken back to your Agreements Dashboard.
You may create additional contracts if needed. Greekbill will have all your contracts saved onto your account, which can be accessed anytime. Please check out our video on how to manage your contracts. This will cover everything from editing existing contracts to viewing your contract sign count.