Automatic renewal of contracts
What was done?
A process to automatically extend the validity of the contract on the same terms and for the period that was determined by the parties was implemented.
How does it work?
The system calculates the period between the expiration date and the contract’s start date and automatically updates the “Validity Date” based on the specified period.
Why is it useful?
Automatic detection of a new term allows you to avoid problems with additional control over the validity of contracts, timely notification of the contract expiration and its removal from the system.
Completion of validity and closure of the card of the main/indefinite contract if there is an additional agreement
What was done?
Automatic termination of the main or indefinite contract after the additional agreement card has been approved has been implemented.
How does it work?
After approving an additional agreement with the specified reason and the date of termination of the main/indefinite contract, the system automatically terminates the main contract and closes the corresponding card.
Why is it useful?
This will simplify and automate contract management processes and help reduce the number of unnecessary actions for users.
Process templates for different currencies
What was done?
The ability to create process templates for different currencies was added.
How does it work?
An administrator can add a range for multiple currencies in one process template.
Why is it useful?
This allows you to optimize the management of the number of process templates used and provides greater flexibility. The update will simplify your workflows and make them more efficient, allowing you to better manage your contracts and management processes.
Process Builder: Setting up roles
It is now possible to set up a role for a process step based on additional conditions defined by the document card parameters. Improvements in process management provide greater opportunities for efficiency and flexibility.
What’s new?
A new role type for the approval process step, “With condition”, opens up endless possibilities for customizing each step of your process.
How does it work?
Simply add a “With condition” role for any step in your process. Then select the conditions, such as company name, contract type, or signature type, and assign the appropriate role. The system will automatically select the correct role during the approval process according to the specified conditions.
Why is it useful?
This gives you complete control over the roles in the process, providing flexibility and adaptability to any conditions. You can quickly respond to changes in your environment and meet the unique needs of your business.
Increase the productivity of your business with the innovative Process Builder – your key to effective management and successful development!
Advanced search: the ability to select any attribute of the contract card and obtain search results taking into account the security module
Advanced search: the ability to select any attribute of the contract card and obtain search results taking into account the security module
What’s new?
The attribute selection is connected to the search module, which allows you to select any attribute of the contract card for search.
How does it work?
Simply set the value for the desired attribute in the directory of fields connected to the search module. After this, this attribute will be available to you in the search parameters directory.
Why is it useful?
This allows you to customize your search parameters independently and quickly, taking into account the needs of your business. You can quickly find the information you need without wasting time on additional settings or requests to administrators.
Documentation: Preview of document files without opening a card
Previewing allows you to quickly determine whether your document contains the information you need to help you decide what steps to take next.
What was done?
You can now view the contents of document files without having to open them in their respective cards.
How does it work?
Simply hover over a document file and you’ll see a preview of the file’s contents, giving you quick access to the information you need.
Why is it convenient?
This saves time when working with a document, since you can quickly evaluate the content without opening it. This is especially useful when you need to quickly review multiple documents before making a decision.
Documentation: Automatic file generation based on a document template
What was done?
The ability to automatically create files based on a predefined document template, integrating data from the document card into it.
How does it work?
When you select a document template, the system automatically fills it in accordance with the data that is already on the document card. This could be company information, dates, or other characteristics and data that you have previously defined in the template. The file is generated and added to the document card. The system supports an unlimited number of templates for different types of documents.
Why is it useful?
This process ensures that documents are created quickly and error-free without the need for manual data entry. In addition, it reduces the risk of errors and ensures standardization of the organization’s processes.
Follow the solution updates on our blog pages or on Facebook.
Want to understand if SmartPoint DMS is right for your needs? Contact us: sales@smart-it.com
