Entering an Agreement in ARC

1. In Arc, go to the Accounts tab on the left-hand side.
2. Click on the Accounts page at the top.
   1. Make sure you select “My Accounts” under the Accounts drop-down.
3. Select the account under which you would like to add the agreement.
4. Make sure all Business Details and Contacts are entered correctly before entering the agreement.
5. Click the Agreements tab at the top of the account page.
6. Click “New Print Deal” to the right.
7. Select the appropriate Design Services based on whether the client will be providing print-ready materials or utilizing creative services. 
   1. Realty Report insertions require creative design services in the agreement.
8. Enter the Design Fee as stated in the contract.
9. Select the appropriate Publication.
10. Select the Placement ad size.
    1. When you are creating an agreement with a Realty Report, you can insert Realty Report as an ad size for the specific months you want it to run if they choose to have us create it for them (Ex. 4 Realty Reports + 20 Full Page Ads = 24 months). If they are creating all of their own Realty Reports, it will just be a full-page ad agreement.
    2. If you choose to go the Realty Report route, but the client ends up submitting their own Print Ready Realty Report, remember they will not be in the TOC, and it will be suggested by the team that we change the agreement to a Full Page instead of a Realty Report.
11. Select the Term for the length of the agreement.
12. Select the Month/Year for the start and end date of the agreement.
    1. If your magazine has not launched yet, you will need to select the month you are designated to launch. If you select the incorrect launch month, you will receive an error message.
    2. If your magazine is already Active, select the first issue you would like the advertisement to print.
13. Under Investment, input the monthly rate for the ads listed in the agreement.
14. Enter any Placement Notes for the direction for the layout team on where the client’s ad should be placed in the magazine (optional).
15. Click Add Insertions to transfer information into the monthly chart below.
16. If your agreement includes an opt-out, check the Opt-Out box that will appear over the insertions.  (It will also tell you what their opt-out month would be.)
17. Click View Insertions to view the monthly chart of all the client’s ads within the agreement.
18. Select the Digital Package listed in the agreement.
19. Input the Editorial Feature information listed in the agreement.
    1. Ensure the business owner is listed as the Primary Contact in this field.
20. Input Business Monthly, City Scene, and any additional features
21. Use Notes for listing negotiated terms to be front-facing to clients (social media posts, trade, etc.) that do not relate to Editorial features.
22. Click Complete under each category to save.
23. As insertions are added to the agreement, the Summary will tally up to display the count for each insertion size, the value, and the total client investment.
24. Click Preview Deal to verify the details.
25. Select the person who will be assigned as the Agreement Manager and coordinate the ads for this client.
26. Click Save Deal to save the details of the agreement.
27. Click Next and select how you would like the agreement to be signed:
    1. Sign Now - In-person electronic agreements
    2. Email Agreement - Send agreement proposal to the Primary Contact
    3. Upload Scanned Agreement - Upload signed paper agreement or Insertions Order
    4. Mark as Signed - Entering trade agreements