Contracts
The contract management module allows administrators to comprehensively configure functionalities related to contract processing in the system. The purpose of the module is to adjust key settings that affect user interaction with contracts, and to ensure greater security, transparency, and compliance with the organization's internal processes.
Key functionalities (Contracts):
- Commenting: Enabling the addition of comments to a contract.
- Classification: Enabling the assignment of classification labels.
- Workflow: Enabling the addition of workflows in contract processing.
- Adding attachments: Enabling the addition of attachments to a contract.
- Selecting multiple subjects: Enabling a contract to be linked to multiple organizational units or business subjects.
- Selecting multiple projects: Enabling a contract to be linked to multiple projects at once.
The Contracts administration module is also intended for editing the registries used within the contract management module. It allows control over the registries of contract kinds and types.
- Default document kinds: Contract, Annex
- Default contract types: License agreement, Lease agreement, Sales agreement
Procedure for Editing Contract Kinds and Types
- Click the "Edit" button.
- Check or uncheck the boxes for individual functions according to the desired settings.
- Use the controls to select one or more subjects and projects.
- Click the "Save" button to confirm the changes.
Note: Changes apply only to new documents.
The module also allows editing the contracts registry, where administrators can add new document kinds and types.