2020 September Release

Contract Manager DashboardPermanent link for this heading

The contract manager dashboard is your access point to Fabasoft Contracts.

When you are added to a contract manager configuration as a contract manager user, a dashboard is automatically generated and stored on “Home”. If you are removed as contract manager user, the dashboard is also removed.

Areas

The contract manager dashboard is divided into the following areas:

  • Calendar
    Shows deadlines and dates for your contracts.
  • My Contracts
    Shows the contracts from all contract folders to which you have access.
  • My Contract Folders
    Shows the contract folders to which you have access.
  • My Confidential Rooms
    Shows the confidential rooms to which you have access. Confidential rooms can be created in the documents area of contracts.
  • My External Rooms
    Shows the external rooms to which you have access. External rooms can be created in the documents area of contracts.
  • Recently Used Contracts
    Shows the contracts you have recently used.
  • Report Results
    Shows the reports you have generated.

Note:

  • The Calendar, My Confidential Rooms, My External Rooms and Report Results areas are only visible if there is at least one entry.
  • If you enable assignment targets for contract folders, the contract manager dashboard automatically displays a separate area for each assignment target (for example “My Suppliers“, in case of suppliers).

Actions

You can perform the following actions:

  • Create Contract
    Use the “Create Contract” action to create a new contract.
  • Branding
    Use the “Branding” action to set the logo and background color for the header. You can also specify a background image.
    Note: The action is only shown if the organization administration on “Home” is disabled. You can enable the organization administration in the dashboard settings on the “Organization Settings” tab in the Activate Organization Administration field.
  • Switch to Configuration
    As contract manager administrator, you can switch to the contract manager configuration to carry out configuration settings.
    Note: The action is only shown if the contract manager configuration is enabled. You can enable the contract manager configuration in the dashboard settings on the “Organization Settings” tab in the Activate Contract Manager Configuration field.
  • Settings
    Use the “Settings” action to set general properties of the contract manager dashboard, such as the logo or notification setting.
    Note: If the contract manager configuration or organization administration is not enabled, the “User Settings” and “Organization Settings” tabs provide limited options.
  • Buy Fabasoft Contracts
    If you are in a trial phase, you can use the “Buy Fabasoft Contracts” action to purchase a suitable package directly or request an individual offer.