Contracts Management

• Contract Management Module: General Settings Overview

  This article provides an overview of the General settings available in the Contract Management module, which are managed by System Administrators. Knowing these settings he...

• Manage Contract Tabs and Registers

  Use this article to learn how to set up and manage Contract Tabs and Contract Registers within the Contracts Management module. You'll learn how to add, remove, and order t...

• Manage Contracts Management Lists

  This article outlines how System Administrators can view and update the predefined values (Managed Lists) used in the Contracts Management module. You will learn how to acc...

• Create and Manage Contract Types

  This article explains how Administrators can create, edit, and delete Contract Types within the Contracts Management module. Contract Types are essential because the selec...

• Contract Admin Area Overview

  The Contract Admin Area is a secure, dedicated toolkit that allows administrators to make direct adjustments and corrections to active contract details that fall outside st...

• Change the Initial Value on an Active Contract

  You can adjust the initial value of an active contract before any approved variations or extensions are added. This is an administrative action that bypasses standard appro...

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• Navigate the Contracts Dashboard

  The Contracts Dashboard is the central location to find and create contract records and access associated reports. This article provides a comprehensive overview of how to ...

• Understanding Contract Types: Standalone vs. Panel Contracts

  This article explains the core contract types used in the Contract Management System: Standalone Contracts and Panel Contracts. Understanding these definitions is essential...

• Contract Management Role Definitions

  This article explains the advanced contract roles available in the system and outlines what each role can access and perform during the contract lifecycle. Contract Manage...

• Create a Contract Record (Contract Setup)

  This article provides the step-by-step process for entering a new contract into the system, which ensures clean data for reporting and registers the contract with an Active...

• Create a Contract from an Awarded Supplier Response

  Users with access to Go to Market and Contract Management can automatically create new contracts from awarded supplier responses to reduce double handling and human error. ...

• Contract Statuses in Contract Management

  This article summarises the available statuses for a Contract record, detailing what each status represents in the contract lifecycle and how it affects system functionalit...

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• Contracts Monitor Overview

  Contracts Monitor is an integrated solution designed to help organisations manage their contracts. It functions as a centralised contract register and includes built-in tra...

• Invite Additional Users in Contracts Monitor

  This article explains the step-by-step process for a Contracts Monitor (CM) Super Administrator to invite new users to their organisation's CM platform. Use this process wh...

• Impersonate a User Account in Contracts Monitor

  As a Super Administrator, you can impersonate (temporarily log in as) any registered user within your Contracts Monitor (CM) enterprise. You would do this to perform admini...

• Create and Publish a New Contract in Contracts Monitor (CM)

  This article provides step-by-step instructions for creating a new contract , adding contract details and required parties, and publishing it in Contracts Monitor (CM). Use...

• Edit a Published or Unpublished Contract in Contracts Monitor

  As a Super Administrator of your Contracts Monitor (CM) enterprise, you can manage and edit contracts created by all users. This article provides step-by-step instructions ...

• Add and Manage Features in Contracts Monitor

  This article provides a step-by-step guide for Contract Owners on adding and managing optional features—like updates, tasks, and documents—to a Contract within Contracts Mo...

• ACM Integration with Civica Authority

  This article outlines the two primary workflows supported by the VendorPanel - a Unimarket Company's Advanced Contract Management (ACM) and Civica Authority integration plu...

• Troubleshoot Common Errors with Civica Integration

  This article outlines the solutions for the most frequent errors encountered when using the Advanced Contract Management (ACM) Civica plug-in integration. Use this guide wh...

• Manage and Update Contracts with the Integrated Finance System

  This article outlines two automated processes involved when managing contracts integrated with a customer finance system: validating contact details before creation and aut...