Record a client's MEA version

Each client organization signs one Master Engagement Agreement. Its version, such as 3.1.2, is recorded on the organization's Legal page, as the MEA shows it. WarpCore compares it with the company's required MEA version, on the engagement's page, on the Weekly Project Review and in the KPI Signed current MEA before closing.

• Have the signed MEA at hand, to read its version.
• Link the signed PDF under Executed MEA on the same page. A version with no executed MEA on file still shows Not on file. Before the file uploads, the confirmation asks the MEA Execution Date, the day the MEA was signed, typed as MM/DD/YYYY, and the MEA Version when its box is still empty.
• Linking the executed MEA also closes the open request for it on the work of each engagement the organization is the client of: nobody is asked for it again.

1. 1.
   In the left menu, under Records, select Organizations and open the client's organization.
2. 2.
   Select Legal in the left menu.
3. 3.
   In MEA Version, type the version as the MEA shows it: numbers separated by dots, with or without a leading v, such as 3.1.2 or v3.1.
4. 4.
   Click outside the box. The version saves.

The box keeps the version as you typed it. On the engagement's page, the client's MEA pill shows the version: green when it is the required version or later, yellow with its reason when it is older.

To correct the MEA Execution Date, type the day in its box and click outside it. It shows the day only, with no time. A date saved before 10/28/2026 shows the day the MEA was linked, not the day it was signed; type the signing day over it.

• Under the box, it says “Write the MEA version as numbers separated by dots, with or without a leading v: for example 3.1 or 3.1.2.” Take out any word or extra dot, and click outside the box again. Until then the version is not saved.
• Under the MEA Execution Date, it says “Type the date as MM/DD/YYYY.”, “The signing date cannot be after today.” or “Enter the date the MEA was signed.” Type the day the MEA was signed, such as 03/02/2026. The box cannot be emptied while an executed MEA is linked.
• A message at the bottom right says Legal not saved: the change could not reach WarpCore. Try again.
• The MEA pill is gray: the company has not set its required MEA version yet, so no MEA is judged. See Set the required MEA version.