3001-088 – EASY CONTRACT Administration

Course: 3001-088

Target group: EASY ENTERPRISE Consultant and/or System Administrators

Prerequisites: Participation in the course: “EASY DOCUMENTS 4”

Duration: 2 days

Fee: € 1150 (plus sales tax/VAT)

Contents

File concept of digital data management
– Central data management of all contract information
Administrative areas in CONTRACT
– Web application
– Portal Manager administration area
Defining and customizing contract types
– Creating and editing contract types
– Defining accesses and permissions of users
– Adding additional index fields and tabs
– Contract-specific tabs
– Types of fields and tabs
Permission concept
– Read and write permissions for contract types
– Permissions for users, and access profiles
– Replicating a permissioned corporate structure
– Default settings of the permissions for deadlines and payment plans and reports
Defining templates
– Creating and integrating document templates
– Creating e-mail templates
– Automated dispatches when events occur
– Using AutoTexts in templates
Other customizing options
– Using number ranges
– Using automatic texts and field values
– Defining distribution lists and workflows
– Monitoring deadlines and contract extensions