What is a contract?
Within d.velop contracts for Microsoft 365, contracts represent a frame around several related pieces of information. Properties (metadata) and documents form a digital contract file.
Contract documents, correspondence and other documents form the basis and are added to a contract as files (e.g. Microsoft Word or PDF).
The properties of the contract describe the entire contract process. The properties include the subject matter of the contract, the contractual partner or information on the duration and termination.
Tasks can also be added to the contract to transparently record and manage all tasks during the contract life cycle.
Depending on the configuration it is possible to add further lists to the contract (e.g. for costs or notes).
The following contract details are available:
Master data
Details
Duration
Documents
Tasks
Lists (optional) (e.g. for costs or notes)
Permissions
Contract type