Contracts Management — Product Tour

Full walkthrough

1. Welcome to Contracts Management — ZINFI's centralized system for distributing, reviewing and executing all legal agreements between the vendor and its partner network. You reach it from Onboard → Contracts → Partner Contracts.
2. The workflow runs end to end inside the portal: the OEM creates and manages contract templates, assigns them to a partner group or a specific partner, a personalized contract copy is generated and sent, the partner reviews and signs digitally or manually, and the OEM reviews all signed contracts — no external email threads or file exchanges.
3. The toolbar carries Search, Filter, Saved Filters and Create View — the standard portal list controls for working through your assigned contracts.
4. Search Partners Contracts locates a specific agreement instantly by name, contract ID or contract type.
5. Filter narrows the grid by any column value, and the result can be kept as a saved search so you can return to the same view every time.
6. Saved Filters keep frequently used views one click away — for example all Signed contracts, or everything still In Progress.
7. Create View lets you save your own column layout for this list. Press Next to open it.
8. Create View saves your own column and filter arrangement of the Partner Contracts grid as a reusable personal view.
9. Every column tells you something you need before signing: Partner Contract Name, Partner Contract ID, Contract Type, Contract Year and Contract Status.
10. Contract Type separates the different agreements the vendor distributes — Partner Agreement, Prizes Agreement, Terms & Conditions Agreement and Distributor Agreement.
11. Contract Status is the lifecycle indicator: New means the contract has been sent to you but not opened for signature, In Progress means signing has started, and Signed means the agreement is fully executed.
12. Open the T&Cs Agreement FY2025 – DocuSign record. Clicking the contract name opens the full contract detail page.
13. The contract detail page carries all of the contract's information in one place, so you can review the agreement before taking any action on it.
14. Contract Status here is New — the contract has been sent to you and is waiting to be reviewed and signed.
15. Contract ID, Contract Type, Contract Year, Expiry Date and Active tell you which agreement this is, which year it covers and how long it stays in force.
16. The action row adapts to the contract. Because this agreement is distributed through DocuSign, Sign Contract opens the DocuSign signing interface.
17. Click Sign Contract to open the digital signing interface. The whole signature process happens inside the portal.
18. The signing session is bound to the signee's email address, so the signature is always tied to a verified partner contact.
19. The full agreement is presented for review before anything is signed — you read exactly the document you're about to execute.
20. The highlighted values are merged automatically: hashtag placeholders in the template are replaced with your partner-specific details, so each contract copy is personalized without any manual editing.
21. The field palette carries the signing fields — Signature, Initial, Stamp, Date Signed, Name, Email Address, Company and Title — that capture a legally valid digital signature.
22. Finish completes the signature. The signed copy is stored against the contract record and the status is updated automatically.
23. Back on the contract record, Contract Status has moved to Signed — the agreement is now fully executed.
24. The signed contract is attached to the record, so the executed copy is permanently available from inside the portal.
25. Download Contract retrieves the executed PDF whenever you need it for your own records — no need to ask anyone for a copy.
26. Not every agreement uses DocuSign. On the NA Partner Agreement the action row shows I Agree & Accept — the manual acceptance route for non-DocuSign contracts.
27. Agree to T&C records whether you have accepted the terms of this agreement. It is still No, so the contract has not been executed yet.
28. Click I Agree & Accept to open the terms for review and acceptance.
29. The acceptance page is laid out in three parts. The Introduction explains who the agreement is between and what it governs.
30. The Accepted Text confirms what your acceptance means — that you are authorized to bind your organization and that acceptance carries the same legal effect as a hand-written signature.
31. The Terms & Conditions section holds the clauses themselves, presented in full so nothing is signed unseen.
32. Accepting records your agreement against the contract — one click executes it, no printing, scanning or emailing.
33. Agree to T&C is now Yes and the Contract Status has moved to Signed — the acceptance is captured on the record itself as your audit trail.
34. Auto Renew controls what happens at expiry: when it is set to Yes the agreement renews for a further contract year, and when it is No a fresh contract has to be issued and signed.
35. That completes Contracts Management — every agreement distributed, reviewed, signed and stored in one place, with the OEM able to review all signed contracts across the partner network.

Questions about this tour

How does partner contract management work in ZINFI?

Partner agreements live in a contracts grid with search, filters and saved searches, each carrying a contract type and a lifecycle status. Partners review, sign and download their agreements in the portal rather than tracking them over email.

Does ZINFI support digital signatures on partner agreements?

Yes. Contracts can be signed through DocuSign, and agreements that do not use DocuSign use an I Agree & Accept flow that records the acceptance on the contract record. The executed copy is downloadable afterwards.

Can partner contracts renew automatically?

Yes. A contract can be set to auto-renew, so an agreement continues without a lapse while its status and dates stay visible to both sides.

How long does the ZINFI Contracts Management tour take?

About 12 minutes at a normal pace — 35 guided steps through the 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 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.