Settings for the behavior of Fabasoft Contracts can be made in the contract manager configuration or in contract lists.
Contract manager configuration
In the contract manager configuration, general settings are made that apply to all contract folders.
By assigning roles, users are authorized to use Fabasoft Contracts. In addition, the respective role defines the possible use.
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 folders.
Defining contract types
Contract types allow you to categorize contracts, to assign additional authorizations and to extend contracts with user-defined fields.
Defining assignment targets
Assignment targets are managed in a contract folder and can be used to assign contracts to these assignment targets.
Examples of assignment targets are suppliers or customers.
Defining forms and categories
For example, custom forms can be used 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.
Contract templates, which can also contain documents, enable the efficient creation of contracts.
Document templates are offered for selection in the documents of a contract when a document is created.
Defining text modules
Text modules can be inserted into Word documents (contract 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.
To create reports, Microsoft Excel reports or BIRT reports can be defined.
Thesauri allow the definition of terms and thus the keywording of contracts.
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.
Contracts and their metadata can be imported from an Excel workbook or CSV file.
Importing and assigning contract templates
Contract documents can be automatically assigned to the corresponding contracts.