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Signature process for agreements where customer kicks off the signature request (#10085)
# Checklist for submitter If some of the following don't apply, delete the relevant line. - [ ] Changes file added for user-visible changes in `changes/` or `orbit/changes/`. See [Changes files](https://fleetdm.com/docs/contributing/committing-changes#changes-files) for more information. - [ ] Documented any API changes (docs/Using-Fleet/REST-API.md or docs/Contributing/API-for-contributors.md) - [ ] Documented any permissions changes - [ ] Input data is properly validated, `SELECT *` is avoided, SQL injection is prevented (using placeholders for values in statements) - [ ] Added support on fleet's osquery simulator `cmd/osquery-perf` for new osquery data ingestion features. - [ ] Added/updated tests - [ ] Manual QA for all new/changed functionality - For Orbit and Fleet Desktop changes: - [ ] Manual QA must be performed in the three main OSs, macOS, Windows and Linux. - [ ] Auto-update manual QA, from released version of component to new version (see [tools/tuf/test](../tools/tuf/test/README.md)).
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@ -286,6 +286,13 @@ To quickly get help doing a legal review of a prospect subscription agreement, w
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2. Select "Contract signature or legal review"
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3. Follow the instructions in the "Submitting this request" section
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If the prospect/customer/partner is originating the request for signature:
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1. Communicate that the Fleet signatory is Mike McNeil, CEO and share his email
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2. Mike will create the github issue mentioned above when he gets request
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3. Mike will forward to business operations for review
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4. Business operations will notify Mike and internal requestor when ready for signature
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5. Mike will sign and close the issue
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## Customer DRI change
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Sometimes there is a change in the champion within the customer's organization.
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1. Get an introduction to the new DRIs including names, roles, contact information.
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