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Overview of Setting Up Contract Management

Contract Management is delivered with a standard configuration that covers all common scenarios and processes. However, this configuration can be tailored to the specific needs of your organization. Alternatively, you can also create your own configuration from scratch and use it as a template for the import wizard. To help you understand the manual setup of Contract Management, this overview provides guidance for manual configuration.

Info

We recommend importing the standard configuration as a basis – even for a manual setup. The standard configuration provides an excellent foundation for Business Central Standard and can be adapted to your specific requirements. It includes predefined metadata, content types, and document libraries that are ready to use immediately. This makes getting started with Contract Management particularly easy.

Quick Start

To quickly get started with Contract Management, use the Quick Start guide. This provides a step-by-step guide for efficiently setting up Contract Management.

  • Access the Quick Start Guide: Open the Quick Start Guide.

  • Use the Guided Checklist: The guide utilizes the guided checklist from Business Central to walk you through each setup step. You can find the checklist in the administrator role of Contract Management.

  • Complete Each Step: Follow the instructions and complete each step in order to ensure a smooth setup.

By following these instructions, Contract Management will be ready to use in no time. For further assistance or advanced features, please consult the full documentation or contact our support team. Good luck with Contract Management!