1
Check the funding for each collaborator
Open the Properties tab and pick Funding Information. The amounts recorded here fill the Agreement Summary and can change how many approvers the agreement needs, so correct them now rather than later.
IEP Involvement Flow: Finalisation to Signing
When an agreement involving IEP has been negotiated, the faculty manager takes it the rest of the way: finalise the document, confirm who signs the forms and who approves, complete the Agreement Summary, wait for each PI to acknowledge, then prepare the signature request. Most of that sequence runs on its own once the first step is taken. This guide shows the few points where a decision is yours.
Before you finalise
Section titled “Before you finalise”Step 1 of 3
2
Select Finalize and choose the version
Back on the Timeline tab, select Finalize. Use the latest version in Pactly by selecting Continue, or upload the final document if it was agreed outside Pactly.
3
Decide what happens to comments and tracked changes
If the document still carries comments or tracked changes, Pactly asks what to clean up. Tick what should be removed from the finalised document, then select Finalize Contract. Earlier versions are kept as they are.
Step 1 of 3
Set up the forms and the approvers
Section titled “Set up the forms and the approvers”Finalising starts the form sequence on the timeline: the Agreement Summary for you, then a PI Acknowledgement Form for the PI. Check both before you complete the summary.
Step 1 of 3
1
Add a recipient for each additional PI
If the agreement has more than one PI, select Add Form to Sequence on the form sequence card, choose PI Acknowledgement Form, and pick the additional PI. Repeat for each one.
2
Confirm every PI is listed
Each PI now has their own row. Their forms go out together once you submit the Agreement Summary, so this is best done first. It can still be done afterwards, as long as no PI has acknowledged yet.
3
Check the approvers and clear any block
Open Approvers in the side panel. For a straightforward agreement, one faculty, no increased financial commitment for NUS and no conflict of interest, Pactly sets the approvers itself. In more complex cases approval is blocked and the reason is shown. Read it, set the relevant approvers, then select Unblock Approval.
Step 1 of 3
Complete the Agreement Summary
Section titled “Complete the Agreement Summary”Step 1 of 2
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Check the details Pactly has filled in
Open the Agreement Summary from the form sequence card. The parties, the project and the funding for each collaborator are already there from the agreement. Read through each section.
2
Add your review remarks and submit
In Review Remarks, record who did the legal review, the terms to note and any comments, then submit. Submitting sends the PI Acknowledgement Form to every PI at once.
Step 1 of 2
PI acknowledgement
Section titled “PI acknowledgement”Step 1 of 2
1
Each PI confirms and signs
The PI receives a link, reads the summary and the document, answers the confirmations and signs. Nothing is needed from you at this point.
2
Watch the timeline
Each row on the form sequence card shows Done as that PI acknowledges. When the last one is done, the sequence is complete.
Step 1 of 2
Approval
Section titled “Approval”Step 1 of 2
1
Approval is requested on its own
When the sequence completes, Pactly sends the approval request to the approvers you checked earlier. The timeline shows the request and its status, and the Approvers panel shows the chain.
2
The approver decides in the Approval Hub
Each approver opens the request in their Approval Hub, reads the Agreement Summary, and approves or rejects it there. You will see the decision on the timeline.
Step 1 of 2
Request signatures
Section titled “Request signatures”Step 1 of 3
1
Select Sign, then Sign with Pactly E-Sign
Once the approval is complete, the Sign button becomes available at the top of the agreement.
2
Set the signing order and check each recipient
Choose parallel or sequential signing and confirm the recipients. For the recipient who needs the Agreement Summary, select Attach Form on their row.
3
Attach the completed Agreement Summary
Pick the Agreement Summary from the list. It appears as a chip on the recipient row. Check that it is there, then select Create Signature Request.
Step 1 of 3
Quick check before you send
Section titled “Quick check before you send”- The funding is correct for every collaborator.
- Every PI has a PI Acknowledgement Form row.
- The approvers are right, and any block has been cleared.
- Every PI has acknowledged.
- The Agreement Summary is attached to the recipient who needs it.