Getting a Legal Document Reviewed & Signed (Automated DEF Process)
Automated Process - Checkbox
A DEF must be completed for all contracts prior to execution. The form is used by TEG’s authorised signatories to demonstrate the key terms of the document being signed and to verify that all internal approvals have been given to authorise the signing of a document.
The DEF and contract should always have the same name (except for the parenthesis at the end of the DEF). If the document is not a contract, please attempt to follow the naming convention as much as possible or select the relevant document type from the Checkbox menu.
All contracts must be signed in accordance with TEG Group’s Delegation of Authority. This is usually by the CEO and CFO. However, other arrangements may apply (e.g. Master VHAs can be signed by the relevant Managing Director) or as otherwise advised by #TeamLegal.
UK DEF process and authority levels are set out in this TEG UK entities – DEF & Approvals Guide.
To start an online Document Execution Form (DEF) please click below:
- Log in with your TEG credentials.
- Start by clicking on ‘Project Teams’ on the top ribbon then select ‘TEG DEF Process’ in the drop down.
- Next, select ‘TEG DEF Process’ on the left-hand side – this will take you to the assessment stage.
- N.B make sure the ‘Selected Widget’ is set to ‘In Progress’ as this will remove all your current outstanding assessments from view.
Once you’ve completed your DEF, the DEF will be automatically circulated to your allocated Commercial/MD, #TeamFinance and #TeamLegal representative.
Please watch this short walkthrough video on how to use the Checkbox platform If you have any questions or encounter any technical issues please contact Flora Wu (flora.wu@teg.com.au) from #TeamLegal.
What is the process for Legal to review or draft contracts?
When you require a contract to be drafted or reviewed for any business unit, please provide #TeamLegal with the commercial background and a time frame as soon as possible. #TeamLegal would prefer to be involved as early as possible in contract discussions.
IMPORTANT TO REMEMBER: The Document Owner is responsible for managing the review and execution process.