Contract Activation |
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Contract data and documents may be stored in the ContractX repository either manually, semi-automatically, or entirely automatically:
- Manual capture of contractual data and documents via the Internet browser interface
- Data capture from SAP/other ERP with periodic updates by an automatic WebService in case of any modifications external to ContractX
- Inclusion of digitised documents from a scanner either individually or as a batch operation from for example an Excel data file
- Data capture via an eForm such as Microsoft InfoPath and automatic upload to ContractX
- Capture of the entire contract data via Microsoft Word Intelligent Documents (from Office 2003 / 2007) and automatic/simultaneous storage within ContractX
- Interview driven creation of a contract and automatic upload
- Creation of a contract by means of the ContractX module CCWF (Contract Creation & Workflow) and entirely automatic storage of the documents metadata (contract details)
The contract template is highly configurable and practically without restriction, including :
- Multiple contract origins - contract templates, clause libraries, base contracts, bespoke contracts etc. - all with an unlimited amount of data capture per contract
- Partner data - contact information, proposal generation and evaluation, key performance indicators (KPI's), and associated data such as annual reports, price lists, financial results, etc.
- Objects related to contracts such as property and equipment, third parties (e.g. legal counsel), cadastre, plans, governing bodies, wills, mandates and critical clauses for compliance and performance monitoring
- Contractual information - configurable registers containing all relevant contract dates/durations, conditions, notices, products, etc
- Original documents - in different formats such as pdf, doc, xml, msg, html, xls, ppt, tif, jpg ... (32 formats)