Introduction
GEMS Contract Management is a licensed module that enables users to create and set up contracts at an entity level, similar to Business Entities/Companies, People, and Non-Affiliates. This module gives users an increased level of functionality for saving, tracking, and managing contract information.
Users can ensure that each contract goes through an extensive review process using the Approvals module. There is also an Administrator and User Interface section to cover the setup of the Contract to display certain fields and configure settings.
The Contracts Hub
The Contracts Hub provides easy access to all contract-related functionality. It can be set as the user landing page by setting the appropriate User Preference. This is especially useful for those users who use GEMS primarily for contract-related work as they can log into GEMS and access all contract-related functionality straightaway. The Contracts Homepage is also available as a homepage tab and can be made available to all users.
The functionality you can access from the Contracts Hub includes:
Adding a Contract - see Adding a New Contract Record for details.
Finding a Contract - see Finding Contract-Related Details for details.
Locating a Party to a Contract - see Finding a Party to a Contract for details.
Adding Signature Request using DocuSign – see DocuSign Signature Request Video.
Manage Signature Requests using DocuSign - see DocuSign Signature Request Video.
Finding a (contract-related) Document - see Finding a Contract Document for details.
Finding text inside a (contract-related) Document - see Searching for Text inside a Document Associated with Contract for details.
Contract Analysis - see Analyzing Contracts Using the Reporting Module for details.
Viewing Contract-related Activities and To-Do Items assigned to logged-in users - see Finding All Pending Contract-Related Activities Assigned to User for details.
Approving/Rejecting Contracts - see Contract Approvals for details.
Enabling the Contracts Hub
To enable the Contracts Hub for your account, do the following:
Click on the user drop-down in the top right corner of the screen and then click on the Details option in the menu.
Click on User Preferences > General in the navigation menu on the left.
Click the Edit button, select the checkbox next to the "Enable Contracts Tab" user preference, then click Save.
The Contracts Hub tab is displayed in the Hub Toolbar on the left-hand side of the screen.
Making the Contracts Hub the Default Landing Page
To make the Contracts Hub the default Hub for your account:
Click on the user drop-down in the top right corner of the screen and then click on the Details option in the menu.
Click on User Preferences > General in the navigation menu on the left.
Click the Edit button and then select the drop list of the “Default Tab,” select "Contracts," and click Save.
Contracts Panel
A Contracts panel can be added and configured alongside the Companies, People, and Non-Affiliates panels on the Entities & People Homepage Tab or on a customized homepage tab. For more information about adding and configuring panels, please see the Homepages Tutorial on the Community Support Site.
To add the Contracts panel, add a new list panel from the panel Catalog in Page Settings and configure it to display the Contracts information.
