How to Fill out a Contract in the Portal

These instructions will help users start filling out a contract in the portal. This article can be sent to any user that will be filling out contracts in the portal and can also be used by admins when testing your online contracts. Please keep in mind that some schools edit the title of their portal tabs which means they might not match up exactly with what we have included in this article so you might need to copy these instructions and amend them based on your school's needs. 

1. Log into the portal. (include school portal link here: https://yourschoolsname.bigsis.com/portal/)
   
   
2. Go to the Admissions tab (name may change per school) in the portal. You will see the Admissions tab at the top portion of the screen. Click on this tab to view any contracts you have available. If your school is using the My Admissions tab then you will be able to click Fill out Contract and get started with your contract.
   
   PRO TIP! If your school is not using the My Admission tab click on My Contracts to start a contract. This is your Contracts table and a list of incomplete and completed contracts will be shown.
   (Right-click and 'Open image in new tab' to enlarge)
   
   
   
3. After starting your contract, click Claim to take start filling out the contract.
   
   PRO TIP! When filling out a contract that is sent to more than one guardian, one of the guardians will be able to claim the form. This ensures that no duplicate information, or different information, will be entered on the form. If you are not the guardian that has claimed the form you will still be able to view the form from your My Contracts table (you will see View Progress to view the contract).
   
   
   
4. You are now ready to fill out the contract. Each page title will appear at the top of the contract. The page you are on will be highlighted in green. As you advance, the pages you have completed will be highlighted in blue.
   
   
   
5. Each page may require you to fill out and/or approve that certain information is correct. You will be prompted with an error message to let you know what required information was not completed if, in fact, you do not complete the required information. We have also included instructions on certain pages to help guide you through this process.
   • You may use the action buttons at the top or bottom of the screen to move through your contract(s). You will see Save and back to all forms, Save progress and go to previous step, Save progress, or Save progress and go to next step.
   • When you have completed a page click on Save progress and go to next step to advance to the next page.
     
     
6.  Once you have completed each page you will advance to the final Review and Complete page. This page will give you the opportunity to review your contract (click Review Form), provide a signature, and provide payment if required. The type of signature, eSignature or Offline, are the two possible options your school will use. You will also need to check the box "I verify that the information in this form is accurate and up to date."
   
   Once you have finished the previous step, click on the Complete button to finish the contract. This will officially complete the contract so make sure you are ready!
   (Right-click and 'Open image in new tab' to enlarge)
   
   
   
7. After completing the contract, you will be taken to a screen where you will have the option to once again review or now download your completed contract. If you have provided payment information you will also see a breakdown of this information.
   
   PRO TIP! You have now completed your contract! You may always reference completed contracts from your My Contracts tab.