Agreements
Get an overview of your contracts - without browsing folders
Upon having a large number of contracts and agreements in place, your concerns will be similar to those of others - how to quickly find a specific contract, how to find expiring contract, how to make a list of contracts by a counterparty or type or how to give access to a specific contract to other people without undue copying.
The Agreements module will be of help in solving these issues. It provides the ability to define any number of categories (types of contracts) and setting permissions for workers as well as the approval process for each of the categories. The module also keeps records of companies that contracts have been entered into with. And finally, it ensures the registration of contracts with their approval, and commenting.
People responsible for a particular contract can create a new contract folder and complete all required fields. We are able to change the list of attributes to meet the customer's needs; the frequently requested attributes are already prepared. Subsequently, the contract can be sent to commenting or approval process, which can include supervisors of all departments which will be affected.
Once approved, the application assigns a unique number to a contract and checks that the approved form has not been changed in any other form than by means of amendments. You can also grant access to another worker or a group of people (according to the department or specific positions), and there will be the history of such changes appended to the contract.
The application monitors the time of offect of contracts and informs the officials about the need for revision of the contract or its termination option in advance. It also provides automatic extension of contracts according to set parameters.
An integral part of the module is a search by any parameters option with access permissions respect.
Features:
- registration, approval and commenting on contracts
- automatic availability to the supervisors of affected departments
- unique number assignment
- support of amendments
- disclosure of contract to others
- search criteria as needed
- verification of comments incorporation/approval by the appointed staff
- alerting the responsible person prior the contract termination date
- automatic extension of validity pursuant to the set rules
- definition of an unlimited number of categories of contracts, with different access rights and approval procedures
Related modules:
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