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Contract overview

Click on the start page on Contract overview.

In the contract overview you get an overview with facets of your contracts. You see the result list of d.3one. This also gives you access to all context actions registered there, such as the Excel export.

In addition, all terms for the contracts shown are displayed in a further table. These can also be facetted or filtered, grouped and sorted using the table's own functions. For more information on how to use the table, please refer to the user manual of d.3one.

Additionally, the corresponding tasks can be displayed for the filtered contracts for which the user is responsible.

Searching contracts

You can use the search function to browse the current contracts.

Moreover, the following wildcards are supported:

  • ?

    A question mark replaces any character. Example: The entry "dvel?p" also returns all entries with the word "dvelop".

  • *

    An asterisk replaces any number of other characters. Example: The entry "*elop" also returns all entries with the word "dvelop". The search *v* returns all matches containing the letter "v".

Searching contracts using facets

The faceting allows you to do a filtering of the current contracts with so-called facets. So, for example, you can display only contracts with an automatic renewal.

Which facets are available to you as a user can be configured by an administrator.

This is how it works

  1. Click on Further facets.

  2. Select the facets you want to use for the search from the list. To do this, enable the checkbox.

  3. Enter the search term in a facet field. Use the checkboxes for selecting the values.

  4. Under Contracts you see the cases matching the search. If you do not enter a search term, you will see all contracts.

Exporting contracts

Contracts displayed under Contracts can be exported as Excel- (XLSX) or CSV-file.

This is how it works

  1. Click on the button .

  2. Select the cases you want to export.

  3. Again, click on the button

  4. Save the file on your device.

Note

You can export the terms on the same way.

Displaying the tasks

In the contract overview, tasks can be displayed according to the task list for which the user is responsible.

Simply click on the button 826454436.png. Each time you click on this button, the task list adapts to the case list without having to open it again.

Note

For this purpose, responsibility rules must first be created.