What the business needs, how it is designed, and the building blocks that get configured. Explore the picture, or walk through implementing one contract type: what the business defines, what design decides, and what the configuration team builds.
Click any box to see what it means and what it connects to. It stays selected until you click another box.
1 · RequirementsWhat the business needs
→→
Contract types & templates many → fewer → classified
Clauses & attributes
Reporting needs
Reference data
Organisation structure
Users & roles
Supporting documents
Request questions
2 · DesignDecisions that connect them
Design turns each business need into a configuration decision, agreed with the business and recorded so it can be tested and maintained.
3 · ConfigurationThe building blocks
Metadata
Master data
Contract typethe brain
Contract template
Clause library
Associated documents
Approval rules
Access model
Integration
Intake form · the front door: questions asked once, answers reused everywhere
