|01||Contract Management Overview|
|02||Approaches to Using OnBase for Contract Management|
|03||WorkView to Manage Complex Data Objects|
|04||Process Control Checklists|
|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|
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.