The contract overview provides you with a complete overview of all contracts managed with edoc contract in your organization. The contract overview provides you with a quick overview of the key data.
Things to know
You can only work with the contract overview if you have been granted the appropriate permission.
If you have any questions, please contact your administrator.
The contract overview shows the ECM categories, contract numbers, company names, contract start and end dates, the number of reminders, and much more for each contract. You can also view the contract in the ECM system or the reminders for the contract.
You can filter, sort, and group the list of contracts for your purposes. There are a several options that you can use depending on your preferences.
In d.3one and d.velop documents (Cloud), you can find the contract overview in your dashboard or as a tile on the start page and in the app menu (app drawer or 9-dot menu) of edoc workplace.
Overview of the actions
In the list of reminders, you will find a button in the Actions column. Click to open a list of actions for the relevant column.
The following actions are available to you:
-
Show details about the reminder: Shows the details of the reminder.
-
Display document in ECM system: Displays the document in the ECM system.
-
Show contract properties: Displays the contract properties from edoc contract.
-
Show contract control: Opens the contract control for the relevant contract of the reminder.
Menu for filtering, sorting and grouping
To change the sort order, simply click on the column header. Each column also has its own menu. You can open the menu by pointing to the column in the table and clicking on the three dots. To group, simply click on the corresponding entry. To filter the column, click on the filter symbol.
Change the column sequence with drag and drop
You can change the order of the columns by clicking on any column header, holding the left mouse button and positioning the column at the corresponding position in the table (release the mouse button).
Group by column content with drag and drop
You can simplify the table by grouping the table content.
Click on any column header, hold the left mouse button and drop the column onto the field Drag a column onto this field to group rows that belong to the column. The field can be found in the side menu under Columns. The table is grouped according to this entry, e.g. Contract no. so that you can focus on one contract more easily.
Tip
If you prefer a more compact approach, the functions for columns and filters are also available at the edge of the table.
Export the list with the context menu
You can export the entries in the list as an Excel file or CSV file using the Export list context menu item.