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Quick Start

Contract Management can be implemented and activated very quickly. This allows for a rapid return on investment. Contract Management offers a high degree of customization through configuration. Many areas can be individually adjusted, and processes can be managed through a setup. However, the goal of Simova products is that the commissioning is very simple and fast.

The following steps must be taken to quickly get started with Contract Management.

  1. Install the Contract Management extension from the Marketplace.
  2. Follow the steps from the Guided Experience checklist.

Installation from the Extension Marketplace

Contract Management can be installed directly in Business Central via the Extension Marketplace. The Extension Marketplace integrates the AppSource Marketplace into Business Central.

Follow these steps to install Contract Management via the Extension Marketplace.

  1. Click on the search icon Image, enter Extension Marketplace, and then select the corresponding link.
  2. Enter Contract Management in the search field on the right side.
  3. The Contract Management extension from the provider Simova GmbH will appear in the search results.
  4. Click on the Free Trial button.
  5. Enter the required information and click Continue.
  6. Select the desired language and click Install.
  7. The Contract Management extension will now be installed.

Execute Guided Experience Checklist

Contract Management offers a guided experience for quick setup. The guided experience provides a checklist that can be completed in just a few minutes. Assign yourself the Contract Management Administrator role to execute the steps in the checklist.

Follow these steps to assign the Contract Management Administrator role.

  1. Click on the settings icon image and select My Settings.
  2. Change the Role to Contract Management - Administrator and click OK.
  3. Business Central will reload, and the Contract Management Administrator role should be displayed.

The checklist is visible at the top in the role of the Contract Management Administrator and includes the following items. Each item can be executed step by step and checked off upon completion, allowing you to easily track which tasks have been successfully completed.

Info

If the checklist is not visible in the Contract Management Administrator role, search for Show Checklist in the search bar and execute the action. This will reload the current role and reactivate the checklist.

License Your Contract Management

To use Contract Management, a license must be activated. The following steps will guide you through the licensing process. Follow these steps:

  1. Click on Start in the checklist to launch the licensing wizard.
  2. Click Start on the welcome page to begin the wizard.
  3. To use Contract Management, please read the Privacy Information and the End User License Agreement.
  4. Accept the terms by checking the box I accept the terms.
  5. Click Next.
  6. Enter your license information in the fields Customer Number and Activation Key, or start a trial by clicking Start Trial.
  7. Click Next.
  8. Add the users you want to license for Contract Management. Select the users by their User ID and click Activate.
  9. Click Next.
  10. Select a contact person for Contract Management by their User ID and click Next.
  11. Complete the wizard by clicking Finish.

Configure Email Account

One of the most important output types is sending via email. Contract Management uses the standard email account functionality of Business Central. To configure an email account, follow the steps below:

  1. Click on Start in the checklist to begin configuring an email account.
  2. Click Start on the welcome page to launch the wizard.
  3. If an email account exists, select it. Otherwise, click Create New Email Account.
  4. Click Next on the welcome page for email account setup to start the wizard.
  5. Choose the preferred email account type and follow the wizard steps until the account is created.
  6. Back on the email account wizard page, click Next.
  7. Complete the wizard by clicking Finish.

Set Up Supported Languages

Contract Management supports sending emails in multiple languages. Depending on the language of the master data, the corresponding language-specific email template will be used. To ensure this functionality, you need to add the known languages to Contract Management. Follow these steps to add a language:

  1. Click on Start in the checklist to begin the process of adding a language.
  2. Click Start on the welcome page to launch the wizard.
  3. Add a language by selecting the three-letter language code in the Code field.
  4. Complete the wizard by clicking Finish.

Final Steps

In the final step, you will make the relevant settings to activate Contract Management. To do this, follow these steps:

  1. Click on Start Tour in the checklist to initiate the setup of the final steps.
  2. You will be redirected to the module setup, where you can take a tour that guides you through all the relevant steps for setting up Flow Path. Click Take a tour to start the module setup tour.
  3. Once you have completed the tour, make the page editable and check the box Activate Module to activate Flow Path.
  4. Congratulations! Contract Management is now activated and ready for use.