Introduction

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

Fabasoft Contracts Editions

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.

Fabasoft DORA

Fabasoft DORA contains the full range of functions and features of Fabasoft Contracts.

Fabasoft DORA

Fabasoft DORA supports you throughout the entire life cycle of outsourcing ICT services: From the process of introducing a project, the implementation of all initial outsourcing contracts, the conclusion of outsourcing contracts with internal and external partners and the subsequent regular audits. Fabasoft DORA accompanies the related business processes with monitoring reports and enables the creation of reports for provision to the supervisory authorities at any time.

Basic Information

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 Cloud

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 Cloud

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 Customizing

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.