In SimpleSign, you have the option of dividing your documents and agreements into different types (document types and agreement types). In SimpleSign, document types and agreement types are the same function. However, we refer to agreement types within Agreement Monitoring and document types when it is related to a document.
Document types (and the contract types) are created under: Settings - Document types
Each contract type has its own layout.
Layout means: Which apps should be displayed on the contract card.
There are 10 standard apps to choose from.
Ex. if you create an agreement type called: Customer Agreement, you do not want with the app: Expenses Because the Expenses app is not relevant to the agreement type. For some agreement types, several of the apps may be redundant. Therefore, you can tailor which apps should be included on your contract cards.
Here you will find a brief description of each app:
Status: Function to distinguish between an active and an inactive contract card.
Contract manager: Function where you choose who is the contract manager.
Expenses: Feature to track expenses.
Revenue: Feature to track revenue.
Term and Renewal: Feature to track contract durations and termination terms.
Attach documents: Function that allows you to attach and link documents to an agreement card.
Activities: Function to assign activities to internal users.
Notes: Function to write notes on the agreement card.
Contacts: Function to add contact details to the counterparties of the agreement card.
Contract Events: Feature that displays a graph/timeline of important contract events.
(see example below)
In addition to the standard apps, you can also create your own apps. You do this by clicking Create app.
When you create an app, you name the app and then you choose which attributes (fields) you want to include in the app. You select the attributes from your *document fields
The app then appears on all contract cards that have the contract type on which the app is created. The name of the app becomes the header and the attributes (fields) appear below.
In SimpleSign you can create document fields. These fields are fields that you reuse on different parts of SimpleSign but especially on your agreement templates. A document field can be a drop-down list, checkbox, date picker, radio button, or a text field. Document fields also appear in the API and are referred to as metadata or attributes. Some examples of document fields could be: Price, Salary, Location, Product, etc.
Benefits
By standardizing your contract cards (layouts), you do not miss filling in relevant information when registering a contract.
With your own apps, you can more easily highlight relevant information about your agreements, without reading the documents themselves.
Easier to delegate/give access to agreements based on agreement type.
Get statistics based on contract types.