1. Terminologies


  • Company Profile-Concise description of a firm,or details of a firm is stored where admin can view and update company profile 

  • Change Password-This feature allows existing user to change their password.

  • Location -Location is a place where an organizational business operations occurs. This Provides admin user to manage company location details.

  • Department-Department is a specialized functional area within an organization or a division, such as accounting, marketing, planning, etc where admin user can manage company’s department details.

  • User -The people employed by a particular organization are so called User /Staff, where admin is able to view, edit, delete all the existing user details and also create new user.

  • Role - Role is an expected behavior associated with a particular position in an organization, This feature provides admin user to manage and create new Role.

  • Permission scheme- Users have permission to access the system through assigned permission schemes. Admin can Assign Permission Scheme to a Role , only one permission scheme can be assigned to a Role any point of time.

  • Contract Type-A particular kind of Agreements between two entities like Incentive contract, Fixed Price contract, Purchase order etc. where in this feature provides users to view, edit all the existing contract type details and also create new contract type.

  • Custom Field Form- Custom Field Form is a user defined form with multiple control definitions using a designer and a name. This feature provide admin user to create, update and manage the custom field form.

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

  • Contracting Party - Contracting party is the business entity that enters into a legally binding contract with the current organization who creates the contract. This feature provides user to manage contracting party details.

  • Contracting Party Type- Contracting Party type refers to the various types/buckets contracting party can be categorized. This feature provides user to manage contracting party type.

  • Clause Category-Clause categories are grouped under Clause Library. This feature provides user to create new contact clause category which can be attached to a Clause Library by choosing from dropdown.

  • Clause Library- A Clause Library is an online repository of pre-defined and approved legal clauses that can be inserted in to contracts. This feature provides user to create new contact clauses which can be attached to a contract type by default.

  •  Work Flow- Work flow is a Progression of steps /tasks that comprise a work process, involve two or more persons. This Provides user to define a workflow for contract approvals.

  • User Profile- A user profile is a record of user-specific data that define the user's working environment. This feature allows existing user to view and update their profiles.


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