Boat Owner > Operator Charter Agreements

Streamlining relationships between vessel owners and operators -- this is HubLink's most important top-level goal. HubLink's charter agreements feature is, perhaps, the central expression of this.

HubLink offers two types of charter agreement workflows. Below, you'll find instructions for boat owner-initiated agreements. In this article, you'll find instructions for operator-initiated agreements.

As we outline below, this feature helps boat owners quickly send rate proposals to operators and helps both parties finalize charter offers via electronic signature.

Chartering a vessel with HubLink involves just a handful of steps.

 

Boat Owner Steps

Step 1

When you're ready to send a charter offer to an operator, click the relevant vessel's availability button. This can be found on the "My Vessels" screen and the individual vessel editing screen.

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Next, toggle the vessel's status to "Hired" and select, "Send an Agreement" to initiate the electronic signature process.

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Step 2

Next, fill out the charter offer screen.

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Step 3

After the boat owner clicks "Sign and Send," the user will see the following screen:

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As the message indicates, HubLink uses DocuSign to manage electronic signatures. DocuSign is a free service, and you don't need to have an account to sign or access HubLink charter agreements. If you already have an account, you can use it to manage your HubLink charter agreements.

 

Step 4

The boat owner should now check his or her email inbox. There, the user will see an email with the subject line: "DocuSign API - Signature Request on Document Call." Once the user opens this email, s/he will see the following in the body of the email:

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Click "Review Document" to begin the signature process.

 

Step 5

Follow the DocuSign instructions to complete the signature process. During this process, you'll be able to create a free DocuSign account if you wish. Once you've completed the DocuSign process, return to HubLink and click "I have signed the document." (See the screen in step three.) This will send the agreement to the boat owner for his/her signature.

In the interim, you can see the draft agreement on both your "Notifications" and "Agreements" screens.

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Click "View Details" to review the document inside HubLink.

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Operator Steps

Step 6

After the boat owner signs the document, the operator will receive a push notification that the charter offer is ready for review.

The operator should visit his/her "Notifications" screen to accept, decline, or counteroffer the agreement. In this scenario, we'll assume the operator wants to accept the charter offer without any changes. To do so, the user will click "Accept" on his/her "Notifications" screen.

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Step 7

After the operator clicks "Accept," the user will see the following screen:

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The operator should now check his or her email inbox. There, the user will see an email with the subject line: "DocuSign API - Signature Request on Document Call." Once the user opens this email, s/he will see the following in the body of the email:

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Click "Review Document" to begin the signature process.

 

 

Step 8

Follow the DocuSign instructions to complete the signature process. Once you've completed the DocuSign process, return to HubLink and click "I have signed the document." (See the screen in step seven.) This will complete the agreement process. Both boat owners and operators will have access to the finalized agreement on their "Notifications" and "Agreements" screens (and in their email inboxes).

 

Once the charter agreement has been finalized by both parties, the relevant vessel's status will automatically be adjusted to "Hired." Operators will now see this vessel and the charter details on his/her "My Fleet" screen, and the boat owner will see the adjusted status on his/her "My Vessels" screen.

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