Using Offline contracts on Ops & changing contract status

In situations where a customer is unable to electronically sign an online contract, Ops users can upload a copy of the contract that has been signed offline.

After uploading the signed contract, users can select the Contract Signed checkbox to indicate that the contract has been completed. This updates the contract status from Pending to Completed, allowing any subsequent system processes or workflow actions that depend on the contract being completed to proceed as expected.

This feature ensures that the booking journey can continue without interruption when electronic signing is not possible, while maintaining an accurate record of the signed agreement.

Steps to Upload a Signed Contract

Navigate to the Bookings module and ensure you are in the Approved tab.
Search for the booking using the Booking ID in the search box.
Click the Booking ID to open the booking details.
Scroll down and select the Documents tab.
Within Documents, open the Booking Documents tab.
Click the Add Document button on the right-hand side of the screen.
From the Document Type dropdown, select Contract Agreement.
Tick the Signed Contract checkbox to indicate that the contract has been signed. This updates the contract status from Pending to Completed.
Click the Select a file field and choose the signed contract from your device. Once the file has been uploaded successfully, the field will be highlighted in green.
Click Upload.

A green toast notification appears in the top-right corner of the screen, confirming that the document has been uploaded successfully.

The contract status changes from Pending to Completed.

Any subsequent system processes or workflow actions that depend on the contract being completed will be triggered automatically.

Article by Roshel Jose

Please note:

The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.