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Contract Management Solutions

SECTION 1: Course Instruction

01 Contract Management Overview
02 Approaches to Using OnBase for Contract Management
03 WorkView to Manage Complex Data Objects
04 Process Control Checklists
05 Initiation
06 Routing and Revisions
07 Revision History and Versioning
08 Transition from Initiation to Execution
09 Reporting and the Contract Renewal Process
10 Q and A

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

11 Final Assessment

One of the most requested OnBase solutions for Hyland’s Professional Services Group is a way to manage contracts from creation to closing or renewal. This solution requires more than just scanning a document into an OnBase system. More realistically, this complex process involves multiple knowledge workers and professionals to collaborate and communicate to make sure the process is a success (and legal).

In this course, we will study how a combination of Workflow, WorkView, Outlook Integration, and Collaboration modules can be leveraged together to form a robust and powerful contract management solution.

  • OnBase
  • eLearning
  • P0882
  • Beginner
  • 1 hr 34 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.