Settings for the behavior of Fabasoft Contracts can be made in the contract manager configuration, configuration lists, contract folders, and legal areas.
Contract manager configuration
In the contract manager configuration, general settings are made that apply to all contract folders and legal areas.
By assigning roles, users are authorized to use Fabasoft Contracts. In addition, the respective role defines the possible use.
Administrating configuration lists
Configuration lists are lists that define basic settings for contract folders or legal areas.
Administrating contract folders
Contracts are organized and stored in contract folders. In addition, various configuration settings are defined for contract folders.
By assigning roles, access rights can be defined for each contract folder.
Administrating legal areas
Legal files are organized and stored in legal areas. In addition, various configuration settings are defined for legal areas.
By assigning roles, access rights can be defined for each legal area.
Note: To use this functionality, separate licensing is required.
Defining contract types, legal file types, and request types
Contract types, legal file types, or request types allow you to categorize contracts, legal files, or requests, to assign additional authorizations, and to extend contracts with user-defined fields.
Defining assignment targets
Assignment targets can be used to assign contracts to these assignment targets.
Examples of assignment targets are suppliers or customers.
Defining forms and categories
Custom forms can be used, for example, to extend contracts with fields for storing customer-specific data. Categories can be assigned to objects and thus influence the behavior of the objects.
Users can be involved in the processing of business objects via workflow by starting a process that can be processed via the worklist. Typical processes are approval and release processes.
Templates (which can contain documents) enable the efficient creation of contracts and legal files.
Document templates are offered for selection in the documents when a document is created.
Defining text modules
Text modules can be inserted into Word documents (documents and document templates).
Text modules can be inserted into document templates both directly and as placeholders. If a text module is inserted as a placeholder in a template, this placeholder is not replaced by the content of the text module in question until the template is instantiated.
Defining time intervals
In addition to the predefined time intervals, user-defined time intervals can be created.
To create reports, Microsoft Excel reports or BIRT reports can be defined.
Thesauri allow the definition of terms and thus the keywording.
Defining structure thesauri
Structure thesauri allow hierarchical structuring of contract and legal file templates.
Predefined view settings and search patterns can be provided to users.
For contracts whose contract period or cancellation period expires, reminder e-mails can be sent to the defined users.
Registering contracts, legal files, and requests in the background
Stored documents can be registered in the background to contracts, legal files, and requests.
Importing contracts using Excel workbooks
Contracts with the corresponding metadata can be generated from an Excel worksheet.
Adding contract documents from a ZIP archive, Teamroom, or folder
Contract documents can be added to contracts from a ZIP archive, Teamroom, or folder.
Importing contracts and documents together
Contracts and documents can be imported together using an Excel worksheets.