Contract Assistant Features

Three Editions - Each Version of Contract Assistant Features the Same Intuitive User Interface

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	Standard	Pro	Enterprise
Information
Complete electronic record	■	■	■
Supports multiple databases	■	■	■
Store Overview of contract	■	■	■
Link & open related files	■	■	■
Financial summary fields	■	■	■
Integration with Laserfiche document mgmt system		■	■
Store lengthy text in Overview & Notes			■
Store documents securely in the database			■
Security
Read/write or read-only by database		■
Multi-level user role security			■
Contract record level security			■
Document Security Groups			■
Alarms
Unlimited alarmable events per contract	■	■	■
Main window display of "ringing" alarms	■	■	■
Automatic email notification of alarms			■
Recurring alarms			■
Searching
Simple to advanced searches	■	■	■
Additional advanced filters & wild card searching	■	■	■
Saved searches	■	■	■
Full-text (key word/phrase) searching			■
Flexibility
Unlimited user-defined categories	■	■	■
Unlimited user-defined key elements	■	■	■
Monetary key elements	■	■	■
Customizable fields	■	■	■
User-defined date fields	■	■	■
User-defined pull-down lists & direct entry fields	■	■	■
Reporting
Easy standard reporting	■	■	■
Includes library of pre-built reports	■	■	■
Custom reporting	optional	■	■
Report security tied to user permission level			■
Implementation Options
Local, remote or web (see note below)	■	■	■
Power
Multi-user		■	■
Supports very large databases			■
Scalable for large numbers of users			■

Implementation Options: Client/server, or using remote desktop technology such as Citrix or Terminal Services, or as a self-hosted web application. Installation as a self-hosted web application requires Citrix XenApp Fundamentals.