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In the ‘Sign By' field area, agents and crew member must be added in accordance to the production’s agent approval group format (selected under the ‘Approval Group’ header)
For example;
Agent (no signature) - signature position 5, signing order 1
Agent( with signature required) : signature position (app) 5, signing order 2
The recipient crew member’s sequence numbers must then also be adjusted:
Crew member with agent: signature position (app) 1, signing order (seq) 3
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Please note: Agent (no signature) - signature position 5, signing order 1
Approval group
Once the ‘Sign By’ details are completed, expand the Approval group field.
Select appropriate approval group.
User connection to approval groups is managed by TPH admin. Please contact TPH if you can't see the relevant approval group in the drop down field
Once an approval group is selected, a grid displaying the Name (internal signers) or ‘External Signer’ label and their sequence number (signing order) and signature position numbers (Approval number) appears.
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If the name, mobile or email address are amended, please expand each document title to check that the correct email has auto populated
At this stage the creator only sees the fields that need to populated to draft the contract. This drafting page doesn’t make visible fields that the crew member will later complete
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Chose the wrong form pack?If at this stage you realise that you chose the wrong form, you can change the form pack in ‘General’ while in Draft mode. All relevant personal and production information that you have submitted will be retained in the expandable documents field. |
Attaching PDF uploads to Form Pack files:
Form Packs can be customised to allow for pdf attachments to each form.
In the example below, a contract amendment form title is expanded ( “+” button) and the operator can attach pdf files to this document.
Required fields must be fully completed in order to successfully 'save (button at bottom of page)
Once you are able to save the document, it will move into the ‘Drafts’ section
Locked Fields:
Recipients (crew) cannot alter anything in grey
Production can request TPH to lock off or make mandatory specific fields