Dashboard showing updates on Contracts and Events

As soon as you login you will find a complete reworked Dasboard to easily monitor your contracts and events. You can reach the dashboard at all times by clicking on the contract alert logo.

View of Pending Events:

On the left side you will find following sections:

Contract Search

Enter some search term like a company name and all relevant contracts will be shown in the output screen on the right side. From there you can open directly contract documents or jump to the contract.

Email Alerts

In order to decrease dependency on reminder emails send out by the software,  this section shows all contracts and events for which the system has been sending emails.

All reminders are filtered by section like contract expiry date, events or pending approvals if you have that module installed.

Furthermore, each section is separated in “My” and “All”. In “My” you will find only alerts for which you are either owner or substitute owner. In “All” you will also find alerts of other users as long as you have access to these contracts.

Important: This section only shows alerts if the email sending has been set in the contract or event. It is not showing any other pending contract or event for which email messaging has not been activated. For viewing all pending contracts or events, check out following post.

Updates

Here you can see the most important changes that have been made by users of the system to your contracts and events. In the section “All” you can monitor all changes to contracts and events made by any users for contracts you can see based on your user access restrictons.

Upcoming

This section shows all upcoming action so that you can plan in advance.

Reminder Mails

This section monitors if the automated sending of emails are being executed correctly. If the date of “last run” is red, it means that no emails have been send since that day. If the status field shows an error, some emails might have been send but with at least one there has been a problem. To see what Event or Contract is concerned, click on “ERROR” and these will be shown on the right side. In all cases: Contact support or your IT-Manager for those having local installations.

Adding a link to your DMS

Many companies are already having a DMS (Document Management System) and in order to avoid to have documents in two different places, you can add a link to that document instead of uploading it.

The procedure is the same as uploading, enter a name for the document, select “Link” and enter the link to your document.

If you are interested in online document sharing,  have a look at www.box.com

Additional Contract and Event Filters

In both the contract and event section, following filter have been added to increase visibility:

• My Pending Contracts
• My Upcoming Contracts
• All Pending Contracts
• All Upcoming Contract

A screenshot:

Contract Filter Expenses / Revenues

A new filter has been added so that only contracts of the type “Revenue” or “Expenses” are shown:

Change your Avatar

As soon as a user account has been created, you can upload an image so that this will be shown in updates on contracts and events you make.

The size of the image should be 48*48pixel or at least ideally squarred so that the software can cropp it to this size. If you have no image available of this size you can use the service of www.cropp.me or similar websites. If you have a linkedin or Facebook account you will probably already have an image that can be used for that.

Entering Dates – Did you know?

Some options of the software are not always visible and one of them is enterering dates of the contract. Once you entered the starting date, you can enter in the field “ending date” the number of months the contract is running. Same procedure for reminder date: If you want to be notified 6 months before the ending date enter “6” . As well as for the date of notice (3).

Following a sample of a contract running 24 months,  6 months before ending a reminder and 3 months before ending is the date of notice: