Document Management

✨The new Contract Management Extension

Welcome to the future of contract management! While Document Central provides the foundation for your document management within Business Central, managing contracts demands a specialized solution. Contracts are the core of every business relationship—tracking durations, notice periods, and renewal clauses is crucial for your sustained success.

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🔐 Contracts Under Control

With the new Contract Management extension, you create contracts as separate records, including key metadata such as durations, notice periods, responsible persons, values, types, and categories. Using the connector to Document Central or the standard attachments in Business Central, you seamlessly link your contract documents. In the FactBox area, the respective contract statuses (e.g. Draft, Active, Expiring, Terminated) are displayed clearly and, together with versioning and digital signatures, ensure transparency and traceability.
 
✨Your Benefit: You get a central, compliant contract file with a clear view of status, completeness, and history – all directly in your ERP.

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🕜 Never Miss a Date: Smart Alerts & Automation

Automatic notifications warn you of renewals, expiring contracts, and required actions—right on time. Paired with configurable review and approval workflows, your contract calendar stays under control.
 
✨Your Benefit: Your Benefit:Lower deadline risk and fully traceable decisions—without manual chasing.

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🔒 Protection: Roles, Permissions & Sensitive Data

Fine-grained, group-based permissions secure access—plus redaction for confidential content. Electronic signatures and complete version histories strengthen the legal defensibility of your records.Define who can view, review, and edit; selectively hide sensitive information. Every change is tracked with metadata—perfect for audits and internal controls.
 
✨Your Benefit: Privacy and compliance, without friction—secure, traceable, and audit-ready.

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⚙️ Quick Start with Existing Contracts: Migration & Data Enrichment

Easily import existing contracts and automatically enrich them with metadata in the new structure. Kick off without disruption and unlock value from day one.
 
✨Your Benefit: Move from legacy storage to smart contract management—without lengthy transitions.

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­­Want all the details?

Be sure to check out our  comprehensive documentation to learn more about all the features,  functionality, and best practices available.

See Cahngelogs