How to create MSAs?

How to create MSAs?

To create an MSA, click "Contracts":



Click "Contracts"




Here, you can manage all the contracts:





Select the Provider:



You can select from a consulting firm that your company already has a relationship with or a different one from the Consource Global Network (CGN):



Click "Next"



Select the Partner, the language, the layout and the template you want to use and click "Create MSA"




II) Going to the consulting firm profile and adding a MSA there.


To access the company's profile page, click "Panel Management"



Click "Consulting Panel"




Click the company you want to see. "KPMG" in this example:




Click the "Contracts" tab. 




You can see all contracts with KPMG:




Click "Contract", "Create MSA":


Select the Partner, the language, the layout and the template you want to use and click "Create MSA"


From here both options have the same process. 
When you click "Create MSA", the partner will receive an email, informing them about the MSA:



The "Create MSA" screen has several tabs:

  1. Layout
  2. Teams
  3. Preliminary info
  4. Term & Termination
  5. Services
  6. Standards of Performance
  7. General Provisions
  8. Other Provisions
  9. Appendix
  10. Signatures

1) Layout


The Layout screen shows the layout you chose:



You can change the information in the layout, but it will only take effect if you save it using the button "Save":




At any time, you can preview the MSA by clicking the "Preview" and at the end, you can export the MSA by clicking "Export". 



 The "Clock" icon on the right shows the Export History, where you can see who exported the MSA and when. You can view, download or delete each exported version.



You can also change the layout if you want. Click the "Change Layout" button on the right side of the screen:




Choose a new Layout and click "Change MSA Layout"



The new layout is loaded:



2) Teams


The second tab is Teams. Where you can see who is part of the MSA:



If you want to add more people to the MSA, Click "Add Team Members":




Select the team member and click "Submit"




The new team member is added




3) Preliminary info


Here you can enter the preliminary info: Introduction, Terminology & Acronyms and Definition: 


On the "Definitions" section, you can define the terms you think are relevant to the MSA.  Click "+ Add Definition"



Enter the Term, date and definition and click submit:




The definition is added to the list:



on the action column you can see that you have the option to edit or delete the definition.



Most information on this tab was imported from the template. If you want to edit any information, use the 3 blue dots on the right side of the field:



You have the option to edit or leave a comment to the other team members to see.

4) Term & Termination


Next, we have the Term & Termination tab, where you have to enter the Effective that of the MSA, the term date and term description, the termination description:



5) Services

Here you can add the services for this MSA. You need to add a field to describe the services. Click the "+Add Field" button:



Enter the name of the field and the description. You can add as many fields as you want:



You can use the "Click and Drag" feature to change the order of the field. Click the 6 gray dots on the left of the name of the field and rearrange the order:





You can use the 3 blue dots on the right to Edit, delete or leave a comment about the field:


6) Standards of Performance


Here you can add the Standards of Performance for this MSA. You need to add a field to describe the Standards of Performance. Click the "+Add Field" button:



Enter the name of the field and the description. You can add as many fields as you want:



As described on the previous section you can use the "Click and Drag" feature to change the order of the field. Click the 6 gray dots on the left of the name of the field and rearrange the order. 
You can use the 3 blue dots on the right to Edit, delete or leave a comment about the field.

7) General Provisions 

Here you can describe the Billing And Payment, Right to Audit, Confidentiality, Indemnity & Liability, Termination, Intellectual Property, Warranties, Publicity & Publication, Business Identifiers, Independent Contractor, Business Continuity, Force Majeure, No Exclusion:



You can use the toggles to hide and display the fields. When the toggle is orange, the field will be in the MSA, when it is gray, it will not.

 

As described on the previous section you can use the "Click and Drag" feature to change the order of the field. Click the 6 gray dots on the left of the name of the field and rearrange the order. 
You can use the 3 blue dots on the right to Edit, delete or leave a comment about the field.

8) Other Provisions 

Here you can add provisions you consider important to the agreement and were not on the other tabs. Click the "+ Add Field" button. 



Enter the name and description of the field:



Always remember to save the modifications you did so you don't lose your work.
As described on the previous section you can use the "Click and Drag" feature to change the order of the field. Click the 6 gray dots on the left of the name of the field and rearrange the order. 
You can use the 3 blue dots on the right to Edit, delete or leave a comment about the field.

9) Appendix

Here you add appendixes to your MSA. Click the "+Add Field" button:




Enter the name and description of the field:



As described on the previous section you can use the "Click and Drag" feature to change the order of the field. Click the 6 gray dots on the left of the name of the field and rearrange the order. 
You can use the 3 blue dots on the right to Edit, delete or leave a comment about the field.

10) Signatures 


After reviewing all tabs and making sure everything is fine, you can go to the signatures tab and mark it "Ready to sign":



Save it and wait for the firm to sign the MSA.

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