General Use Cases

Fabasoft Contracts provides you with a range of general use cases. These offer you an efficient and practical solution for common requirements and help you to simplify common processes.

Open AI chat

Fabasoft Contracts allows you to start an interactive communication with a file. The documents of the respective object are used as the basis for this. To start this chat, proceed as follows:
Note: This feature is only available with a valid Fabasoft Contracts AI license.

1. Navigate to the desired file.
2. Click on the “Open AI chat” action in the file.
   Note: Alternatively, you can also find this action in the context menu of the file.
3. An “Insight App” opens, in which a preview of the documents is displayed on the left-hand side and the area for the chat interaction is displayed on the right-hand side.
4. Click on “Close” to end the chat.

Upload to Contract Manager (Outlook)

Fabasoft Contracts allows you to upload e-mails from Outlook directly to a predefined inbox folder in Fabasoft Contracts. When uploading for the first time, if no inbox folder exists, one is automatically created in the app configuration and used to store the newly uploaded e-mails.

Note: To be able to upload e-mails, the user should at least have change rights to the inbox folder.