Below is a step-by-step guide to help you get started with optimizing and simplifying your contract management.
Step 1: Upload Contracts
Via email: Email your contracts directly to Verified CM.
From storage: Upload contracts directly from your hard drive or other storage.
From e-signing services: Use automatic links to import contracts that are e-signed.
All your uploaded contracts will be in the Inbox on Verified CM's homepage. These contracts are unprocessed at this stage.
Step 2: Register Contracts
- Go to the Inbox on the homepage.
- Select the contract you want to register.
- Click on the contract to be redirected to the 'Register Contract' page.
- Read off and register all key data related to the contract.
Your information is stored securely and organized for easy future reference and follow-up.
Step 3: Work with the Contract
All collected data is automatically stored and organized on the contract card.
Navigate to the contract card to see all details and tasks associated with the contract. You can find the contract in the contract list and the list can be filtered using the search function.
If necessary, review, add, or adjust the information and tasks related to the contract on the contract card.
Key data on a contract can also be corrected on the "Register Contract Data" page.
The advantage of making corrections from the "Register Contract Data" page is that you then have the contract open as a PDF file and can easily check relevant data against the original text.
Step 4: Manage and Follow Up on Contracts
Tasks: Get tasks color-coded and listed under "Your Tasks" on the Dashboard when it's time to perform them. You will also receive emails when you have actions to perform in Verified CM.
Filtering and Search: Use these features to quickly find specific contracts, view status, and monitor important dates and commitments.