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Portal Contracts

View and digitally sign your service contracts through the Client Portal.

Overview

The Contracts page lets you:

  • Browse the service contracts your MSP has shared with you
  • Filter contracts by status
  • Open a contract to review its full terms, line items, and service-level commitments
  • Sign a pending contract with a digital signature drawn directly in the portal
  • View a history of actions taken on each contract

Access note: Contracts are only available to portal contacts with the Primary or Billing account type. If your account type is Technical, Emergency, or Other, the Contracts link is hidden from the portal navigation, and the server blocks access if you reach the URL directly.

Open Contracts from the portal navigation. Only contracts in the Pending, Active, or Expired states appear in the portal — drafts and cancelled contracts are not shown.

Contract List

Each contract is shown as a card displaying:

ElementDescription
NameThe contract title
DescriptionA short summary, if one was provided
Date rangeThe start and end dates of coverage
ValueThe contract value, when set
SignedA "Signed" date appears once the contract has been signed
Status badgeThe current status (see below)

Filtering

Use the status dropdown above the list to narrow results:

  • All Statuses
  • Pending Signature
  • Active
  • Expired

Contract Statuses

StatusBadge textMeaning
PendingAwaiting SignatureSent to you and waiting for your signature
ActiveActiveSigned and currently in effect
ExpiredExpiredPast its end date

Contract Details

Click any contract to open its detail page. Depending on what your MSP has configured, you may see the following sections.

Summary

A three-card summary shows the Contract Value, Start Date, and End Date. The end date is highlighted in red if the contract has expired.

Service Level Agreement

When SLA terms are set on the contract, this section lists any of:

FieldDescription
Response TimeTarget time to first response
Resolution TimeTarget time to resolution
Support HoursDaily support window (start and end)
Support DaysDays of the week support is provided

Terms & Conditions

The full contract text, if your MSP included it.

Contract Items

A line-item table of what the contract covers:

ColumnDescription
ProductThe associated product, if any
DescriptionWhat the line item covers
QtyQuantity
Unit PricePrice per unit
AmountLine total

A Total row sums all line items.

Notes

Any additional notes your MSP added to the contract.

Contract History

A timeline of actions taken on the contract — for example when it was created, updated, activated, signed, renewed, or cancelled — along with who performed each action and when.

Signing a Contract

Pending contracts that have not yet expired show a Sign Contract section at the bottom of the detail page.

  1. Open the pending contract.
  2. Review the summary, terms, line items, and any SLA commitments above.
  3. In the Sign Contract section, draw your signature in the signature pad.
  4. Submit your signature.

When you sign:

  • The contract status changes to Active.
  • Your name and email (from your portal contact record) are recorded as the signer.
  • The signature, along with the signing date, is captured for the audit trail.

After signing, your drawn signature, signer name, and signing date are displayed on the contract.

An expired pending contract cannot be signed. If you see a message that the contract has expired, contact your MSP for an updated contract.

Tips

  • Read the Terms & Conditions and Contract Items carefully before signing — signing records a legally meaningful digital signature.
  • If you do not see the Contracts area but expect to, check with your MSP about your portal account type; only Primary and Billing contacts can view contracts.
  • Use the status filter to quickly find contracts that are Awaiting Signature.