Contract management SharePoint & Microsoft 365

All documents in contract management are physically stored in your SharePoint in underlying document libraries. Therefore, all document types supported by SharePoint Online can be stored in contract management.

Documents can be shared with both internal and external persons. There is the option of sending either a link or a copy of the document. This only gives the person access to the shared document and not to other contents of the contract file.

Contract documents can be edited in Word. To do this, click on “Open in Microsoft Office” in the context menu of the document to be edited. The document opens in the browser with Word Online and can be edited there and opened as a desktop version. All changes are saved automatically and can be viewed later using the change tracking function.

The search for document content is possible via a full-text search. This finds all content of searchable document types, such as Word, Excel, PowerPoint and PDF.

Seven contract types are available as standard to get you started quickly with contract management. You can rename or customise these contract types. You can also create additional contract types.

The digital signature can be integrated into contract management so that contract documents can be digitally signed from the contract file. The signed document is then stored in the file as a PDF.

On the start page, there is a dashboard with “Contracts that require my attention”. By default, this dashboard contains the tabs “Last modified”, “My deadlines”, “My tasks” and “Incomplete”. You can customise these tabs to your requirements as part of the implementation project.

d.velop contracts for Microsoft 365 is able to determine the appropriate authorisations for a master agreement and set them automatically on the contract. Authorisation profiles must be stored for this purpose, which define at contract type level which role receives read or write access rights. The set of rules can also be used to respond flexibly to your requirements. We will be happy to advise you here.

You can flexibly customise the detailed fields during installation and also later. When it comes to the number of detailed fields, we recommend the approach “as much as necessary, as little as possible” to ensure a certain clarity and still find everything relevant.

The detailed fields depend on the selected contract type. In the case of a supplier contract, for example, information on delivery times or discounts is requested, whereas the property address and number of parking spaces must be entered for a rental contract.

The “Tasks” tab allows you to store several key dates in a master agreement. A due date and a notification start date must be defined for a new task. In this way, the system reminds you in good time of upcoming deadlines.