Contract management and Contract extension workflow (Financial) in InSite

You configure InSite for viewing, changing and adding contracts.

You can further automate the process of extending and cancelling contracts within your organisation using the Contract extension (Financial) (Profit) workflow supplied as default. Using this workflow you can monitor contracts in the organisation in InSite. You enter the steps for extending, terminating or modifying the contracts using InSite.

You configure InSite for obligations separately.

Also see

• Configure a dossier for InSite

Procedure

• Set up a dossier item type and the Contract extension workflow (Financial) for InSite
• Activate a page type for the Contract extension workflow (Financial) in InSite
• Add the Contracts (Financial) menu item