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Contract Management Solutions

SECTION 1: Course Instruction

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

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

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.

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

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Prerequisites
There are no prerequisites for this course.