Page Comparison

Getting Started

• Login
• Contract Settings
• Create Contract Template
• Create Custom Field Form
• Create Contract type
• Create Contracting Party
• Create Contracting Party Type
• Create Department
• Create Approval Workflow
• Create Clauses
  1. Clause Category
  2. Clause Library
• Create Contract

Login:

•  Once user sign up/ creates an account, he/she will receive an email to the registered email address provided at the time of registration.
•  Click on the URL and log in to CMX system using valid username(registered email ID) and password as provided in the email.

Pre-requistes to Create a Contract

After login, the user has to create the following before proceeding with the creation of Contract

1.    Contract Settings – Manage Contract -> Contract Settings (Recommended to Auto generate Contract Id )

2.    Create Contract Template

3.    Create Custom Field Form

4.    Create Contract Type

5.    Create Contracting Party Type

6.    Create Contracting Party

7.    Create Workflow

Create Contract Template:

These are Standard forms of contract which is usually a pre-printed contract containing set clauses. This feature provides user to manage contract templates which can contain user defined custom fields.

Steps to create Contract Template:

• ·        Click on “Contract templates” in the left side of navigation menu.
• ·        In “Home >> Manage Contract Templates” page, click on “Create Contract Template”.
• ·        In the Contract Template pop-up, user enters unique Name and Description.
• ·        User clicks on “Choose Files” button and selects the template document for upload.
• ·        User then clicks on “Create” button.

·        Verify that the Contract Template is created successfully from the Manage Contract Template screen.

Edit Contract Template:

 This session gives the User hints on how to accomplish each action on CMx.

a. How to work on Manage Contracts in CMx?

b. How to Create Contract in CMx?

c. How to Delete a Contract?

d. How to do Advanced Search in CMx?

e. How to Import Contracts to CMx?

f. How to Export Contracts from CMx?

g. How to Restrict Access At Contract Level?

h. How to Sent a Contract for Internal Review?

i. How to Create/Update/Delete Approval Workflow?

j. How to Create/Edit/Delete Contract Types?

k. How to Create/Edit/Delete Custom Field Form?

l. How to Add/Edit/Delete Contracting Party?

m. How to set up Contracting Party Type in CMx?

n. How to Set up a Contract Template in CMx?

o.How to Access Clause Library?

p. How to work on Clause Category?

q. How to Create/Update/Delete a Department?

r. How To Create/Update/Delete Locations in CMx?

s. How to Setup a new user in CMx?

t. How to set Roles for Users?

u. How to Manage Permission Schemes in CMx?