Admin Contracts Management — Product Tour

Full walkthrough

1. Onboard → Contracts → Contract Templates is the master repository for every partner agreement document in UPM.
2. Each row shows Template Name (a link to the full record), Contract ID, Contract Type, Contract Year and Active status.
3. Add creates a template, Delete removes the selected ones and Create View saves your own list configuration.
4. Search Contract Templates zeroes in on a specific template by name, Contract ID or Contract Type.
5. Create View builds a reusable view of this list. Press Next and we'll open it.
6. Pick the columns — Active, Contract ID, Contract Type, Contract Year, Expiration Date and Template Name — and name the view, so frequently used views are always one click away.
7. Add opens the Add a Contract Template form. Press Next and we'll open it.
8. This form defines a partner agreement — its type, dates, status and the document itself.
9. Template Name and Contract Type (Partner Agreement, Prizes Agreement, Terms & Conditions Agreement or Distributor Agreement) are required. Contract Template Type follows the Contract Type you choose, and you also set the Expiration Date, Contract Year and Active.
10. Contract ID is system-generated when you save, so there is nothing to type — it appears on the record and in the list.
11. Upload the agreement document by dragging PDFs onto the Upload Agreement area or clicking Upload.
12. For DocuSign-integrated contracts, set Auto Renew to Yes to extend the contract for one year after it expires.
13. Save finalizes the template. Press Next and we'll save it.
14. The new template is now in the library. Press Next and we'll open its record.
15. The View a Contract Template page shows the template record. ZINFI supports two ways for partners to sign.
16. Normal (Without DocuSign) contracts are accepted inside the UPM portal — the partner checks "I agree to the terms and conditions" and clicks Accept, and the platform emails them a copy.
17. DocuSign-integrated contracts send the partner a DocuSign email to review and sign. Once signed, Contract Status updates to Signed and Download Contract becomes available. Set "DocuSign Enabled?" to Yes in Administration → CMS → Portal Settings before assigning these templates.
18. Type ####PartnerName#### and ####PartnerEmail#### anywhere in the uploaded contract PDF and the platform swaps in the partner's actual name and email when they view or sign it.
19. Recognized placeholders are listed under the file name. Hashtags are set at the template level and are visible only on the admin side.
20. After saving, sub-panels control who receives the template. Assigned Groups assigns it by group.
21. Add opens the View Groups popup. Press Next and we'll open it.
22. Select the groups with the checkboxes. We've selected NORAM Partners for you.
23. Save assigns the template. Press Next and we'll save it.
24. The selected group now appears in Assigned Groups.
25. The Partner Accounts sub-panel assigns the template directly. Add opens View Partner Accounts, where you pick accounts. Each account needs at least one signee (next stop).
26. Partners Contracts lists every resulting contract by Partner Contract Name, Partner Account, Contract Status and Created — an immediate view of distribution.
27. For DocuSign contracts with multiple signatories, open Onboard → Partners → Partner Accounts, open the account and find the Signee sub-panel.
28. Add creates a signee record. Press Next and we'll open the form.
29. The Add a Signee form opens from the account, so the signee is linked to Apex Channel Group and gets the next Sort Order automatically.
30. Choose the Signatory Type — Admin or Partner — and pick the User.
31. Save adds the signee. Press Next and we'll save it.
32. The new signee is listed with the next Sort Order.
33. Sort Order sets the signing sequence. Press Next and we'll open it.
34. Move signees up or down into the order they must sign, so the contract moves through the right approval chain before execution.
35. Onboard → Contracts → Partner Contracts holds every partner-level contract record in one grid.
36. Each row shows Partner Contract Name, Partner Account, Partner Contract ID, Contract Status and Contract Year.
37. Search Partner Contracts finds a record quickly, the row checkboxes select contracts and Delete removes the selected ones.
38. Contract Status progresses through New, InProgress, Pending Approval, Approved and Signed.
39. Only contracts in New status show the pencil icon, so a contract can't be edited once it's moving toward signature.
40. The Partner Contract Name link opens the full record. Press Next and we'll open a signed contract.
41. Partner Information shows the Partner Name, Email and Account.
42. Contract Information shows Partner Contract Name, Contract Type, Expiration Date, Contract Year, Active, Auto Renew, Contract Status, Contract ID and I Agree to the T&C.
43. For DocuSign contracts, Download Contract retrieves the fully signed document. It's available once the status is Signed.
44. The Signees table shows each signatory in sort order with their Signatory Type, Status and Signed On date.
45. The arrows step through records. Press Next and we'll move to a contract accepted without DocuSign.
46. For Without DocuSign contracts the Contract Terms section holds the Introduction Text, Accepted Text and Terms & Conditions the partner saw.
47. Onboard → Contracts → Agreement Templates powers the consent screen partners see when they log in to the UPM portal.
48. Each row shows Template Name, Agreement Type, Status and Modified On.
49. Add opens the template form. Press Next and we'll open it.
50. Enter the Template Name and choose the Agreement Type.
51. Digital requires DocuSign integration and takes a DocuSign File. Non-Digital sends a system-generated email instead, written in a System Email section.
52. Prompt Content is the agreement text partners see at login, written in the rich-text editor.
53. Save creates the template. Press Next and we'll save it.
54. The new template starts Inactive.
55. Activate makes it live. Only one Agreement Template can be active at a time, so deactivate the current one before activating a new version.
56. Onboard → Contracts → Agreement Logs is the audit trail of every agreement accepted through the portal login consent screen.
57. Each row shows Name, Email Id, Profile, Template Name, Agreement Type, Status and TimeStamp.
58. Search Agreement Logs finds a person or template, and Saved Filters (All, Signed, Responded, Pending) slice the log by status.
59. Only OEM Internal Administrators — users with the Internal Administrator flag set to Yes — can access Agreement Templates and Agreement Logs, keeping the consent and compliance layer under strict control. That completes Admin Contracts Management: templates, personalization, DocuSign versus Normal signing, assignment, signees, Partner Contracts, Agreement Templates and Agreement Logs.

Questions about this tour

What does the ZINFI Admin Contracts Management product tour cover?

The Admin Contracts Management tour walks through the module screen by screen in 59 guided steps. Admin-side walkthrough of partner agreement management — the Contract Templates library, creating and personalizing templates with hashtags, DocuSign versus Normal signing, group and partner-account assignment, multi-party signees, the Partner Contracts grid and record, portal-login Agreement Templates and the Agreement Logs audit trail.

Which platform and pillar does Admin Contracts Management belong to?

Admin Contracts Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Onboard pillar.

How long does the ZINFI Admin Contracts Management tour take?

About 20 minutes at a normal pace — 59 guided steps through the Admin Contracts Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Onboard pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Contracts Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.