Submitting a Proposed Instruction

To submit a proposed instruction:

  1. Navigate to your Contract Shell.
  2. From the left Navigator, select Compensation Events, and then select Proposed Instruction.
  3. Select Create to open the Create New Proposed Instructions form.
  4. Complete all the required fields, the form cannot be sent until all the required fields are filled in.
  5. Select the clause picker icon next to the Proposal Instruction Clause field to view the clauses available for selection on this notification.
  6. Select the Additional information tab to add additional information. If required, you can add multiple line item records.
  7. Once all fields have been filled in, select Send to submit the proposed instruction.
    • You can now access the proposed instruction from the left Navigator by selecting Proposed Instructions.
    • A quotation task is auto-created.

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Last Published Monday, January 6, 2025