01 | Contract Management Overview | |||
02 | Activity 1 | |||
03 | Approaches to Using OnBase for Contract Management | |||
04 | Activity 2 | |||
05 | WorkView to Manage Complex Data Objects | |||
06 | Process Control Checklists | |||
07 | Activity 3 | |||
08 | Initiation | |||
09 | Activity 4 | |||
10 | Routing and Revisions | |||
11 | Activity 5 | |||
12 | Revision History and Versioning | |||
13 | Activity 6 | |||
14 | Transition from Initiation to Execution | |||
15 | Activity 7 | |||
16 | Reporting and the Contract Renewal Process | |||
17 | Activity 8 | |||
18 | Q and A |
19 | 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.
This course requires a Premium Subscription. Login to learn more.