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ADMINISTRATION
DASHBOARD
USER MANAGEMENT
Users & Permission
User Roles
ORGANIZATION SETUP
Company Info & Legal Entities
Basic Metadata Fields
Contract & Business Areas
CONTRACT RECORD SETUP
Basic Metadata Fields
Contract Record Type Management
Contract Value (Financials)
Contract Title & Numbering Scheme
Status Management
Standard Milestones
Contract Term Type Management
Contract Relationships
Summary & Approval Sheet
REQUEST SETUP
Basic Metadata Fields
Request Type Management
Request Assignment
COUNTERPARTY MANAGEMENT
Basic Metadata Fields
Counterparty Settings
Counterparty Types
MASTER DATA & LOOKUPS
Counterparty Database
Counterparty Contacts
Metadata Field Lookups (Standard)
Metadata Field Lookups (Custom)
Contract Record Labels
Product Listing
Project Listing
Global Field Settings
TERMS & CLAUSES
DOCUMENT MANAGEMENT
Document Type Management
Document Templates (Automation)
Document Template Keywords (Fields)
Document Library Settings
WORKFLOWS & TASKS
Contract Record Approvals
Document Reviews
Request Approvals
Amendment Approval
Workflow Settings
ALERTS & REMINDERS
Alerts Management
Workflow Alert Settings
Default Reminder Setup
Alert Log
METRICS
Metrics Configuration
TERMS
SYSTEM
System Logs
Backup & Restore
Recycle Bin Contracts
Recycle Bin Requests
General Settings
Integration Settings
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User Management
Users & Permission
Manage user profile, alerts, access and permissions.
User Roles
Manage user roles and assign specific roles to users.
Organization Management
Company Info & Legal Entities
Setup Company and Legal Entity information.
Basic Metadata Fields
Setup basic Metadata fields for Legal Entity.
Contract & Business Areas
Setup organization Contract and Business Area hierarchy.
Contract Record Setup
Basic Metadata Fields
Setup basic Metadata fields for all Contract Record Types.
Contract Title & Numbering Scheme
Configure a standard title & numbering scheme for all Contract Records.
Status Management
Manage Contract Record status, and auto status update conditions.
Contract Value (Financials)
Setup Currencies, Display formats, Base currency and Conversion rates.
Contract Record Type Management
Manage Contract Record Types, configure specific fields, Document Templates and assign to Contract Areas.
Standard Milestones
Setup standard milestones, calculate dates and assign to Contract Record Types.
Contract Term Type Management
Manage Contract Term Types.
Contract Relationships
Manage Contract Relationships.
Summary & Approval Sheet
Manage Contract Approval Sheets.
Request Setup
Basic Metadata Fields
Setup basic metadata fields for all Request Types.
Request Type Management
Manage Request Types, configure specific fields and assign to Contract Areas.
Request Assignment
Configure standard Request assignment users / user roles.
Counterparty Management
Basic Metadata Fields
Setup basic Metadata fields for all Counterparty Types.
Counterparty Settings
Options for Counterparty information management and creation.
Counterparty Types
Setup Counterparty types.
Master Data & Lookups
Counterparty Database
Database of all Counterparty Organization and Entities.
Counterparty Contacts
Manage Counterparty Contact information.
Metadata Field Lookups (Standard)
Manage options for Standard lookups in eContracts.
Metadata Field Lookups (Custom)
Create and manage Custom (user created) lookups.
Contract Record Labels
Manage color coded Contract Record labels for quick identification and Search.
Product Listing
Manage list of your Company's standard Products.
Project Listing
Manage list of your Company's Projects (only for Project based Contracts).
Global Field Settings
Global Field Settings
Terms & Clauses
Terms & Clauses
Manage terms and clauses library.
Document Management
Document Type Management
Setup Document Types and associate with Contract Areas and Contract Record Types.
Document Templates (Automation)
Manage standard document templates (.dotx) and use for Document Automation.
Document Template Keywords (Fields)
Metadata Fields to Document Keywords mapping for Document Automation.
Document Library Settings
Setup of Metadata Field mapping and document storing options.
Workflows & Tasks
Contract Record Approvals
Configure conditions and routing rules for Contract Record approvals.
Document Reviews
Configure conditions and routing rules for Document reviews.
Request Approvals
Configure conditions and routing rules for Request approvals.
Amendment Approvals
Configure conditions and routing rules for Amendment Approvals.
Workflow Settings
General options for Tasks assignment & Workflow routing.
Alerts & Reminders
Alerts Management
Manage overall alerts sent out from eContracts and the message it contains.
Workflow Alert Settings
Options for workflow tasks related alerts sent out.
Default Reminder Setup
Setup default reminders for Contract Renewals and Expirations.
Alert Log
Log of all alerts sent out.
Metrics
Reports Configuration
Configure views, filters and audience for (Global Insights) Reports.
Metrics Configuration
Configure options for metrics components.
System
System Logs
Log of all important Contract Record related activities performed by the user.
Backup & Restore
Data Backup settings and options to Restore to previous state.
Recycle Bin Contracts
View and Restore deleted records.
Recycle Bin Requests
Requests in Recycle Bin
General Settings
Manage General Settings
Integration Settings
Manage Integration Settings
Data Import & Export
Import Configuration
Import Configuration
Import Counterparty
Import Counterparty
Import Contracts & Metadata
Import Contracts & Metadata
Export Configuration
Export Configuration
Export Counterparty
Export Counterparty
Export Contracts & Metadata
Export Contracts & Metadata
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