contractSAVE optimal nutzen

Use contractSAVE optimally

Here are some suggestions on how to make the most of the software:

#Utilize Help and Documentation

In the title bar, you will find two icons to access online help and documentation. We have made efforts to provide detailed descriptions and documentation to make working with contractSAVE easier, especially in the beginning.

When you access online help, a tour will appear to provide assistance for the current view.

#Utilize Teams

If you have subscribed to the Professional version, we recommend using Teams to grant access to contracts for your employees. Learn more about maintaining and utilizing contract teams here.

By using contract teams, you ensure that only authorized employees can view and modify contracts. Make sure to assign employees to a team only if they truly need access to the team's contracts. Utilizing Teams is particularly beneficial when you have many contracts that should only be accessible to specific individuals.

#Discuss Contracts

contractSAVE allows you to have discussions about contracts. All users with access to a contract can follow and participate in the discussion.

When a new discussion post is shared, all users with access to the contract will receive a notification, which will be displayed in the title bar.

Contract discussions are available in the Essentials and Professional versions.

#Favorite Contracts

You can mark a contract as a favorite by clicking on the heart next to the contract name in the contract's detail view.

Favorited contracts will be highlighted in the Dashboard, and their details can be easily accessed by clicking on the entry in the Favorites list.

Your favorite contracts will be highlighted with a red heart in the contract list and contract hierarchy.

#Favorite Contract Partners

you frequently enter into contracts with a specific partner, you can mark them as a favorite. To do this, open the detail view of a contract and switch to the Contract Partners tab. Click on the small heart next to the name of the contract partner.

This will designate the partner as a favorite and add them to the list of favorited partners. Now, any user can load the partner, along with all their data, directly from the Favorites list.

Click the heart again if you want to remove the partner from the list of favorites.

To load a favorited partner, switch to edit mode and click the "Load from Favorites" button. You can search and select the partner in a dialog. After clicking OK, all the partner's data will be imported.

#Track Income and Expenses

Contracts are typically associated with payments, whether you receive money or need to make payments. contractSAVE can automatically calculate expenses and income based on payment information.

To learn more about managing and displaying income and expenses in contractSAVE, click here.

#Search in Contract Documents

If you have loaded a contract document (PDF), it will be displayed in the contract's detail view and the contract hierarchy when you select a contract. The PDF viewer allows you to search for text directly within the document.

Click on the magnifying glass symbol above the PDF display to search for text. You can enter a search term and choose whether all occurrences should be highlighted. Use the > and < buttons to navigate to the next or previous occurrence of the search term.

The number of occurrences of the search term in the document will also be displayed.

#Utilize Read-Only Access for Users

Sometimes you may want to grant a user read-only access to your contracts, allowing them to view contracts but not make any changes.

In the Account view, under the Users tab, you can set the "Read-Only Access" flag for a user. From then on, the user can still view contracts and participate in discussions but cannot modify the contract data.

#Customize and Sort the Contract List

The contract list displays all contracts visible to you. You can select the fields that interest you and sort the list by any displayed field.

Pay attention to the first column in the contract list, where contracts are color-coded based on the time remaining until they expire. This color code can be a useful tool if it's important for you to react early to expiring contracts.

To learn more about the contract list, click here.

#Use Personal Filters

Take advantage of the ability to create personal filters in the contract list. Once you have created and saved a filter, you can access it anytime, saving you clicks when you are interested in specific contracts.

Learn more about personal filters in the contract list here.

#Export Data

You can export the data displayed in the contract list to a CSV file for further processing, such as using MS Excel.

Additionally, you can export the income and expenses for the current period. To do this, zoom in on the income and expenses chart in the Dashboard, switch to the table view, and click on the Export button.

#Utilize the Dashboard

The Dashboard provides a quick overview of statistical data, income, and expenses associated with contracts. You can also use the Dashboard to quickly access specific contracts.

In the "Expiring Contracts" list, all contracts expiring within the next 90 days are displayed. You can directly access the details of a contract by clicking on it.

This works for the other two lists as well.

When you click on any data element in one of the three charts, the contract list will switch to display contracts associated with that data. For example, clicking on one of the segments in the "Top 5 Active Contract Types" chart will display all contracts associated with that contract type partner.

To learn more about the Dashboard and its features, click here.

#Utilize Reminders

contractSAVE sends you reminders for expiring contracts via email if you have set reminders for your contracts. You can also add your own reminders, which can be sent to all team members or just yourself.

For example, you can set a reminder to start negotiations on contract changes at a specific time.

Reminders for contracts, new discussion posts on contracts, and changed contracts will also be displayed in the title bar.

To learn more about adding contract reminders and ensuring email reminders are sent, click here.

#Utilize Contract Hierarchy

In addition to the contract list, there is another view that provides an overview of your contracts. The contract hierarchy displays contracts based on various predefined criteria.

This view becomes especially valuable when you group your contracts with tags or when you have many contracts associated with employees. It allows you to quickly access the relevant contracts without having to set filters.

To learn more about the contract hierarchy, click here.