No. 3002-088 - EASY CONTRACT Administration

2011-01-01 - 2013-12-31

Course #

3002-088

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