First steps in contractSAVE

After registering your account and logging in for the first time, you should adjust your settings. Then, you can invite employees and upload your first contract.

1. Check your account currency
2. Password security
3. 2-Factor-Authentication
4. Configure Reminders
5. Configure Contract-Types (Only Essentials and Professional Version)
6. Create contract-Teams (Only Professional Version)
7. Invite new users (Only in Essentials andProfessional Version)
8. Your first contract

#1. Check your account currency

Revenues and expenses from contracts can be recorded in any currency. In order to enable you to analyse finances, all values are converted into your account currency. If you don't work with EURO, you can select a different currency for your account. Revenues and expenses will then be displayed in the relevant currency both in the contract list and on the dashboard.

To change the account currency, go to the Account view and locate the Settings tab, where the account currency will be displayed and can be selected from the list.

#Password security

To change the password settings, go to the Account view and click on the Settings tab. In the lower section, you can edit the password security settings. Click on the button labelled Change Settings to make the necessary changes.

To change the password settings, go to the Account view and click on the Settings tab. In the lower section, you can edit the password security settings. Click on the button labelled Change Settings to make the necessary changes.

You can specify the requirements of a password set up in terms of minimum length, the number of letters, numbers, and special characters, as well as the number of uppercase and lowercase letters. Users will be informed about the password rules when entering a new password.

If two-factor authentication is enabled in the account settings, it is mandatory for all users to use two-factor authentication for login. This means that once users log in via their username and password, they will receive a code - either through an authentication app or via email - which they must enter as an additional step. The code will expire after a few minutes.

To enable or disable two-factor authentication, go to the Account view and click on the Settings tab. In the middle section, you will find the current settings. To make changes, click on Change Settings.

If two-factor authentication is enabled for your account, it becomes mandatory for all users. New users and users who have not previously activated two-factor authentication will receive the code via email during the login process. They can later choose to switch to using a mobile app for two-factor authentication if they prefer.

If two-factor authentication is enabled for your account, it becomes mandatory for all users. New users and users who have not previously activated two-factor authentication will receive the code via email during the login process. They can later choose to switch to using a mobile app for two-factor authentication if they prefer.

#Configure Reminders

ccontractSAVE can send you email reminders for expiring contracts. For more information about reminders, please refer to here. You can choose whether to receive email reminders and customize the types of reminders you want to receive.

To specify which email reminders you would like to receive, go to the My Profile view. view. In the middle section, you will find two options that be turned on or off according to your preferences.

#Configure Contract-Types

TODO

#Create Contract-Teams

The visibility of contracts in contractSAVE is managed through contract teams. You can find more information about it here.Users can only see and edit contracts that are assigned to at least one of the teams they belong to.

After your account is created, initially there will only be one team in contractSAVE, called the "Administration Team." You will be the only member of this team until you add new employees to this team.

Members of the "Administration Team" are referred to as contract administrators. They are authorized to manage various aspects of the contract management system, such as:

• Create new teams.
• Assign or remove employees to/from a team.
• Delete or reactivate archived contracts.
• Assign contracts to any other teams.

For simple purposes, a team structure could look like this:

• Administration Team: Manages teams and contract assignments
• Backoffice Team: Contracts regarding payments and revenue
• HR Team: Contracts related to employees
• Management Team: Contracts relevant to the management team
• Project Team: Project contracts that need to be reviewed by project managers
• Marketing Team: Contracts related to marketing and sales

To create a new team, refer to the Teams view and select the Administration Team. Click on the + button on the team column, enter the name and the description for the new team in the pop-up . The ID will automatically be generated.

#Invite new users

To invite employees, go to the Account view and refer to the Users tab. Click on the Invite User button and enter the details of the new user. Once you have inserted the information, the new user will receive an email invitation to join your contractSAVE account.

Now, navigate to the Teams view to assign the new user to a team. Select the team to which you wish to add the user. On the second column next to Members, choose the new user from the list. The user will then be assigned to the relevant team.

#Your first contract

Once everything is set up to add the first contract, click on the Add Contract button in the title bar. The Contract List view will be displayed, and the pop-up window for a new contract will open.

Select the contract type from the list and insert a description for the contract. The description should define the contract and be chosen in a way that conveys the purpose of the contract. To enter the official contract title, you can use the "Document Title" field.

Additionally, you can adjust/complete fields below as necessary:

• Status: If the contract is already signed and valid, set the status to "Active"; otherwise, set it to "Draft."
• Role: If you will be the payer as per the contract, select "Provider." If you will be the payee, select "Customer." If the contract is not related to any payments, select "No Role."
• Contract Partner: Here you can enter the name of the contract partner, typically the name of a company.

Finally, select the contract team(s) to which the contract should be visible.

Once you have entered all the details, click on "Add Contract." The pop-up window will be closed, and the Detail View of the new contract will be displayed.

To upload the contract document, click on the Import PDF button and select the document. The document will then be uploaded and displayed in the right section of the view.