To create and edit the Owner Contracts from Administration, click on Profile in upper right and select Administration>Default Settings>Owner Contracts.
From this landing page clients can:
Review and Approve any existing imported custom contract for use on Projects
Set Default Retainage Rates
Edit any available contracts or create them with Add New + which makes a copy of the RedTeam Go generic Owner Contract that can be easily customized
Clients that use AIA or Consensus Docs contracts will have those Owner contract versions activated with proof of current active license
Click on the contract name to open the Document Preview. All text with a light blue background indicates elements that will pull Project Specific Elements into each project contract.
*NOTE: For New Owner Contract module release, the Approve button will only appear for clients who had an existing Custom Contract that was migrated from the previous Owner Contract module. It will open the Acknowledgement to accept that the version has been reviewed for accuracy and is ready for use. This action must be taken by an employee with Administrative access to make the custom contract available for use at the project level.
Click Edit to go to the Sections view of the contract
Contract Sections can be added using Drag & Drop and then moved with the Sort Icon or Up/Down Arrow tools. Use the Trash can to delete unwanted sections. System sections can always be added back. Click the blue Edit (Pencil Paper icon) to edit the interior of available sections with free text.
Sections that appear in grey cannot be edited in contract. Including them will pull the project specific information. They can be removed at the project level if they are not needed in a contract.
For each editable section, type or paste in content you wish to include.
IMPORTANT NOTE: Please be aware that not all formatting and word processing options will work when copied and pasted between programs such as MS Word or Google docs and the RedTeam Go text editing fields. Malfunctions are typically the result of hidden code that pastes in but is not recognized or compatible. If you experience difficulty with formatting, the best practice is to clear the formatting from the pasted text and use the formatting options within the text editor for best results.
To customize the fields you would like to see pull into sections, start typing in the Search Data Fields to narrow down results, then Drag & Drop the desired fields into the contract.
Common Questions:
Can I use a field more than once? Absolutely! The available list on left will remain the same.
Can I delete fields? Yes! You can delete an item from the editing field without worry; these remain on the data field list so you can always add them back in the desired location.
Why do I have to click Save here? Unlike other areas of the program which include dynamic save, the changes made in these text editors will not be saved to the cloud until you click Save to commit it as a change. It is always a good idea to click Save occasionally as you work so nothing is lost if you are called away from your computer or the browser window is inadvertently closed prior to saving.
Can I Undo a mistake I made? Maybe. There is not an undo button to take you back one step in the text editors because you have not saved the content. If you realize you made a mistake you can click Cancel, but it will remove any changes you made since you began editing that Section. You also have the option to reset the section to Default if you just want the section to return to the original text and start again.