Either the Manager or the Vendor Finalizes an Arrangemnent: the last to sign without any intervening edits is the one who does.

To Finalize the Arrangement Document:

  1. RFP Open
  2. Click the Arrangement tab. In the following example, the Manager has edited over your last edit then signed the Arrangement, leaving you the last word:

  1. Make sure you do not click anywhere inside the Document Editor. If you do, it would be considered an Edit and would require your Client to re-Sign
  2. Click the  button


The Arrangement status becomes:



After Finalization:

  • The  button disappears
  • The Document Editor is disabled
  • If this is the first Agreement reached in the Project, the Project is advanced to Stage Agreement.
  • If Agreement is reached for all released RFPs, the Project is advanced to Stage Complete.


 

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