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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
Go Back
Workflow Settings
Default Duration Per Task
Days
Task Delays
No Action
Send Alert to Assignee every
days
Cancel Task; Move to next Step
Task Assignment with Out of Office
Reassign to Delegated User
Continue
Restart Workflow
Continue from where previously left
Restart from beginning
Conditional Workflow Conflict
Start Default Routing & Task Assignment
Let initiator pick from possible options
Workflow Initiator Routing Options
Allow modifying participants
Allow adding additional Stages
Allow full over-ride of Admin Configuration
Stop Workflow
When a Participant Rejects (Approval) In a Serial workflow
When a Participant Rejects (Approval) In a Parallel workflow
Set Task Action Comment as Mandatory for
Task Approval
Task Rejection
Task Review
Reassign Task
Request for Change
Task Complete
Ad Hoc Workflow
Allow Initiating Ad hoc workflows for Contract Record Approval, Request Approval and Document Review.
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