2023 February Release

IntroductionPermanent link for this heading

Fabasoft Contracts allows for the simple, intuitive and collaborative management of contracts throughout their entire lifecycle.

EditionsPermanent link for this heading

Fabasoft Contracts is offered in two different editions with different features sets.

Fabasoft Contracts

Fabasoft Contracts offers its customers a host of use cases, ranging from creating and managing contracts and their associated documents to setting up complex filing and permission systems. Also, the entire lifecycle of a contract can be tracked from creation to signing to subordinated contracts, just to name a few.

Fabasoft Contracts AI

Fabasoft Contracts AI features any and all use cases of Fabasoft Contracts, complemented by the use of artificial intelligence in order to allow for the automation of certain use cases.

Fabasoft Contracts AI is capable of identifying and extracting relevant contract metadata during imports with the help of text recognition in order to auto-fill the data into contracts. Also, a contract can be automatically categorized based on the contract types available.

Basic InformationPermanent link for this heading

Fabasoft Contracts is a product that combines many features of the Fabasoft Cloud. This chapter offers an overview of references to basic concepts which would go beyond the scope of the current user help.

User Help Fabasoft CloudPermanent link for this heading

The document User Help Fabasoft Cloud: new window offers a detailed glance at the functions and concepts of Fabasoft Cloud. These encompass, for example, navigation, web client, time travel, contact management, and digital signatures. This document is aimed at customers who wish to familiarize themselves with basic functions.

Selected Use Cases

  • Column Settings
    By default, the detail view displays predefined properties of objects contains in the list. You can change the column settings at will and customize them according to your needs. Further information can be found in chapter “Working with Lists: new window“ in the document “User Help Fabasoft Cloud“.
  • Time Travel
    In order to access or restore earlier version of objects, you may use time travel. Further information can be found in chapter “Time Travel: new window“ in the document “User Help Fabasoft Cloud“.
  • Context menu actions
    In order to have an overview of context menu actions such as “Sign“ or “Create Public Link“, read the chapter “Collaboration with Teamrooms: new window“ in the document “User Help Fabasoft Cloud“.
  • Support button
    Should you encounter a problem while using Fabasoft Contracts and require help, you can create a support request. Further information can be found in chapter “Support Requests: new window“ in the document “User Help Fabasoft Cloud“.
  • Search
    In order to familiarize yourself with the search features of Fabasoft Contracts, read the chapters “Search With Mindbreeze: new window“ and “Metadata Search: new window“ in the document “User Help Fabasoft Cloud“.
  • Account Menu
    In order to learn about aspects such as the login, basic settings and notifications, read the chapter “Account Menu: new window“ in the document “User Help Fabasoft Cloud“.
    Note: It is recommended to show the menu bar by means of this manual.

Administration Help Fabasoft CloudPermanent link for this heading

The document Administration Help Fabasoft Cloud: new window offers a detailed glance at the functions and concepts of organization administration. These encompass, for example, roles, report and permanent access. This document is aimed at administrators.

Model-Based CustomizingPermanent link for this heading

The concept of model-based customizing encompasses a large number of options for customizations that can be made in order to meet the various needs of different organizations. These options are, among others, templates, text modules, forms, and processes. When working with Fabasoft Contracts, these customizations are very useful, hence this document references them regularly.

With the help of practical examples, the White Paper “Model-Based Customizing: new window” explains the usage of the afore-mentioned customizations in detail and is meant for Contract Manager administrators.