Order & contract — what must be in hand

Open this screen in Saral/projects/subcontractors/orders

One checklist per package — consent to sub-let, the signed sub-contract or letter of intent, NDA, novation, the collateral warranties, parent company guarantee, performance bond, PI and PL insurance — and the order itself, drafted from a template and sent for signature through Saral Sign.

You enter

Each item as requested / received, with expiry, cover and the document on file
The read-through of a drafted order before it is sent

Saral fills in

Which items a package needs, and the items it can see — public liability from the register, each paper item once its document is filed; the firm's insolvency verdict and Companies House charges
Every value in a drafted order, letter of intent or request from the package, the contract and the templates; the signed copy filed back on the package

It produces

The subcontract order, labour-only or supply order, letter of intent, JCT particulars or NEC contract data — out for signature
Extensions, changes and warranty / bond / guarantee requests

Appointments: derived first, the order sent from here

The system reads what it can — public liability from the subcontractor register, each paper item once a matching document is on the project file, the insolvency verdict and Companies House charges — and a cell it filled shows its source. Keep your own status only with a reason; 'Use what the system sees' hands it back. Nothing is copied into Word: Issue fills a template from the package, the contract and the tender, the read-through screen is where you tick each section and change agreed wording where the template allows, and Send for signature goes through Saral Sign. Only the person who sent an envelope can remind or void it; the issued and signed copies are filed on the package. Insurances, bonds and guarantees carry an expiry and are flagged on the Overview before it.

Next screen: /projects/subcontractors/issued

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.