New appointment

Open this screen in Saral/projects/subcontractors/appointment

Starts the appointment of a package subcontractor: the package, the firm and the form of appointment, then the pack drafted from the templates and sent for signature from the package's Order & contract. A tab of Subcontractors → Appointment.

You enter

The package and the firm to appoint
The form of appointment and the points agreed

Saral fills in

Every value in the drafted pack from the package, the contract, the tender and the templates

It produces

The appointment pack, sent for signature through Saral Sign; the signed copy filed on the package

One pack, drafted from the record

Nothing is typed into Word. The pack reads the package, the appointed bid, the contract and the templates; you read it through, change only the wording the template allows, and send it for signature through Saral Sign. The signed copy is filed on the package and listed on Issued & signed.

Next screen: /projects/subcontractors/issued

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