Your first memo

Press New Deal Memo, pick the person, fill in the terms, check the clauses and preview. Then Send emails them a link to sign, and Countersign finishes it.

The Deals tab with one memo in each state, Draft to Countersigned, and crew with no deal memo

Build the memo

The builder has four steps, shown next to the title: 1. Member, 2. Terms, 3. Clauses and 4. Preview.

Step 1 of a new deal memo: Select Team Member
  1. Pick the person

    Press New Deal Memo and choose someone under Select Team Member. Or click a faded row under No Deal Memo on the list, which skips this step. Add people on the Team tab first.

  2. Fill in the terms

    Set the Role, Rate ($) and Rate Type, then anything else you’ve agreed: dates, overtime, kit, credit, union. Leave a field blank if the deal doesn’t cover it. Every term explained lists them all.

  3. Save the draft

    Press Create Draft & Continue. When you edit a draft later, it reads Save & Continue.

  4. Check the clauses

    Standard clauses are added for you, grouped by type. Untick one to leave it out. Click its text to change the wording for this memo only.

  5. Preview

    Preview shows the memo as it will print, with signature lines for the artist and the producer. Export PDF downloads it. Done goes back to the list.

Step 2, the terms form, for the editor's memo
Step 3, the clauses grouped by type, each with a tick box
Step 4, the memo preview with key terms and signature lines

Get it signed

  1. Press Send

    On the list, Send marks the memo Sent and emails the person a link to sign it. The link works for 7 days. Someone with no email on the roster gets no email, so fill that in first.

  2. They sign

    The link opens the memo with fields for Full Name, Email and a signature box. They press Sign Deal Memo and can download the PDF. The memo turns Signed.

  3. You countersign

    Press Countersign on the list. Their signature shows above yours. Add Your Name, draw in Your Signature and confirm. The tag turns Countersigned.

  4. Keep the PDF

    A PDF button appears on countersigned memos. The crew member also gets an email with the signed copy, unless they’ve turned deal memo emails off.

Countersigning the gaffer's memo

The list

Each memo shows its title, the person, their role, the rate and a status tag. The buttons change with the status.

Status Buttons
Draft Edit, Send, Upload Scan, Delete
Sent Sign, View, Upload Scan, Delete
Signed Countersign, View, Upload Scan, Delete
Countersigned View, PDF, Upload Scan, Delete

On a sent memo, Sign lets you sign as producer before they do.

Signed on paper? Upload Scan attaches a PDF or photo of the signed copy, and the memo gets a Scan tag. View Scan opens it, and Replace Scan swaps it.

Delete moves a memo to the trash after a confirm. Show Deleted lists deleted memos with a Restore button; Show Active goes back.

Still stuck?Ask in the Discord