eContract Authoring Supplier Training Material Caterpillar Non-Confidential

‘Supplier Review’ Process Caterpillar Non-Confidential

Supplier Review  Supplier will receive the following notification from Caterpillar when the draft is ready for Supplier review –Click the link  Log In to eSourcing Caterpillar Non-Confidential

Supplier Review  Supplier will be directed to the ‘Contract Documents’ tab –Click the ‘Name’ link to access the document Caterpillar Non-Confidential

Supplier Review  A link to the document is located under ‘Version History’ Caterpillar Non-Confidential

Supplier Review  To edit the document, select ‘Actions’ and click “Check Out”  Enter ‘Comments’ as necessary and click “OK” Caterpillar Non-Confidential

Supplier Review  Save the document to your Desktop and review / edit the document –Note: No one (including Caterpillar) can “Check Out” or edit the document while the Supplier has it “Checked Out” Caterpillar Non-Confidential

Supplier Review  If Supplier agrees to Caterpillar’s draft as is, go to ‘Actions’ and click “Check In” and note that Supplier agrees to that version (refer to screen shots below)  If Supplier makes edits, when Supplier is ready for Caterpillar to review the edits, go to ‘Actions’ and click “Check In” Caterpillar Non-Confidential

Supplier Review  Attach the new version, add ‘Comments’ and click “Next”  IMPORTANT!!! Caterpillar will be notified / have access to the new version once Supplier clicks “OK” Caterpillar Non-Confidential

Additional Information (Supplier Side) Caterpillar Non-Confidential

Supplier Review – Additional Information  Supplier will see their draft has been added as a new version  Now, Supplier can Log Off of eSourcing, or  To exit the Contract Document record and access other high level Master Agreement information, click the breadcrumb trail link Caterpillar Non-Confidential

Supplier Review – Additional Information  To review other high level information about the agreement, go to the ‘Summary’ tab  The information may change as the agreement is modified by the parties Caterpillar Non-Confidential

Supplier Review – Additional Information  Caterpillar may load other types of attachments (this excludes drafts of the agreement / Contract Document) to the Attachments section –A number will appear on the Attachments button to indicate there are 1, 2, 3…. Attachments that have been uploaded –Click “Attachments” button to access the information Caterpillar Non-Confidential

Supplier Review – Additional Information  Caterpillar may initiate a ‘Discussion’ with Supplier –Supplier will receive an notification if a new message is posted  Similarly, Supplier may initiate a Discussion with Caterpillar –Select the “Discussions” tab Caterpillar Non-Confidential

Supplier Review – Additional Information  Click the “General Discussions” link  Then, click “New Message” Caterpillar Non-Confidential

Supplier Review – Additional Information  Complete the required fields* and add an Attachment (if applicable) –Click “Finish” –IMPORTANT!!! Once Supplier clicks “Finish”, Caterpillar will receive a notification that a Discussion topic has been posted by Supplier Caterpillar Non-Confidential

‘Supplier Signature’ Process Caterpillar Non-Confidential

Supplier Signature  Supplier will receive the following notification from Caterpillar when the document is ready for Supplier Signature –Click the link  Log In to eSourcing Caterpillar Non-Confidential

Supplier Signature  Supplier will be directed to ‘Contract Documents’ tab –Click the ‘Name’ link to access the document Caterpillar Non-Confidential

Supplier Signature  A link to the document is located under ‘Version History’ Caterpillar Non-Confidential

Supplier Signature  To edit the document, select ‘Actions’ and click “Check Out”  Enter ‘Comments’ as necessary and click “OK” Caterpillar Non-Confidential

Supplier Signature  Save the document to your Desktop and review, print the full document, and sign –Note: No one (including Caterpillar) can “Check Out” or edit the document while the Supplier has it “Checked Out” –IMPORTANT!!!! Sign and scan the complete pdf document Caterpillar Non-Confidential

Supplier Signature  When you are ready to return the signed/scanned copy to Caterpillar, go to ‘Actions’ and click “Check In” –Attach the full scanned / signed version, add ‘Comments’ and click “Next” –IMPORTANT!!! Caterpillar will be notified / have access to the signed version once Supplier clicks “OK” Caterpillar Non-Confidential

Supplier Signature  Supplier will see their scanned / signed copy has been added as a new version Caterpillar Non-Confidential

Executed Agreement (Supplier Side) Caterpillar Non-Confidential

Executed Agreement – Supplier Side  Supplier will receive an notification once the agreement has been signed by Caterpillar –Click the link in the  Supplier will Log In to eSourcing Caterpillar Non-Confidential

 Click the Name link of the contract on the Contract Documents tab  Access / download the fully executed agreement Executed Agreement – Supplier Side Caterpillar Non-Confidential