User Guide/⏳Using Stackd/Projects/Project Documents/To Create an Addendum

To Create an Addendum

To Create an Addendum

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  1. Navigate to “Projects”
  2. Select the project you want to open from the project list
  3. Click “Create” next to the “Documents” heading
  4. Select “Addendum”
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Addendums can be populated from a template.
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  1. Complete required document fields including “Author”, “Contact”, “Title”, and “Content”
  2. Upload PDF attachments, Stackd Documents, and/or add images using the attachment fields
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  1. Click ‘Save Changes’ to save all inputted information. This saves the addendum in draft form.
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    In draft form, the Addendum can be sent to users in Stackd for Review, saved as a template, configured for digital signatures through ConsignO, previewed, or completed.
    Click ‘More Actions’ → ‘Document Reviews’ → ‘Add Document Review’, Choose who you want the recipient to be and add a comment for the reviewer.
    Click ‘Create Document Review’ and this document will show up in the reviewers collab hub.
  2. Click ‘Complete Document’ to finish editing the document.
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    Once document is set to complete, you cannot make edits.
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    A signature selection is required before completing a Addendum.
    Click “More Actions” and select “PDF Options” choose between Default Signature and Placeholder for Seal.
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    Click “Complete”
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Once Completed, From “More Actions” you can:
  1. Sign the document with ConsignO by selecting “Sign Document with ConsignO”
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  2. Save a template by selecting “Save as Template”
    1. This will open a slide-over panel to confirm the template name.
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Draft or complete Addendum documents can be previewed in a PDF by pressing “CTRL + click” on the document or by selecting View PDF within the document slide-over panel.