In order to be able to use a Contract from the Contract portfolio, a Business Process must first be created. After this Business Process has been started and the involved users of the own organization and the other party have been placed in the Business Process, it is possible to import a Contract.

Step 1: Find the relevant Business Process in the list of “Own Business Processes” and click on it so that the Business Process opens.

Step 2: Click the “Import contracts” button in the Own Business Process

Step 3: In the screen, select the option “See all” to view all contracts that have been made available to the organization. If the name of the contract is already known, it is also sufficient to enter the beginning of the contract name. The options of suitable contracts for this Business Process will then appear automatically. The Contracts that appear in the list are based on the type of Business Process that was selected when the Business Process was created.

After the correct Contract has been selected from the list, this is confirmed by the button “Import Contracts” at the bottom right of the screen.

Step 4: The selected Contract has been imported from the Contract portfolio. It is now possible for the users in the Business Process to view, edit or change the status of this Contract. Depends on the role the user has been given by the Company Admin.