Issued & signed — the appointment papers

Open this screen in Saral/projects/subcontractors/issued

One place for the papers that appoint a subcontractor. Issued & signed lists every appointment document issued through Saral, with where its signature stands, and every signed appointment paper already in the project file, whether uploaded or read from SharePoint. The commercial manager and the QS use it to find an order, a letter of intent, a warranty or a bond in seconds; the next tabs will draft and review new appointments.

You enter

The project, or All projects to see every job you can open
Nothing else: the register is read from what was issued and filed

Saral fills in

Every document issued through Saral on a package, with its order number, status and the date it was sent or signed
Every appointment paper in the project file (subcontract, order, letter of intent, warranty, bond, insurance), with the firm it belongs to when the matcher has linked it
One row per paper: a filed copy of a document issued through Saral is shown on the issued row, not twice

It produces

The register as Excel, from the table's download
A short-lived link to each file, opened from its row

Two sources, one list

Documents issued through Saral come from each package's Order & contract panel, with their signature status. Papers already in the project file come from uploads and the nightly SharePoint read. A paper is shown once: if Saral issued it, the filed copy sits on the issued row.

The firm on a filed paper

Saral matches each filed paper to the firm it belongs to. A confirmed match names the firm; a match nobody has confirmed yet says suggested beside the name. Confirm or dismiss matches on the firm's profile under Subcontractors → Overview.

Drafts are not on the register

A draft has not been issued, so it is not listed. Drafts stay on the package's Order & contract panel until they are sent.

Next screen: /projects/subcontractors/legal-review

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