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 and open related files and images	■	■	■
Contract identifier (with option to auto assign)			■
Store documents and files in database			■
Store lengthy text in Overview & Notes			■
Financial summary fields			■
Integrates with Laserfiche document mgmt system			■
Contract Management Security
Read/write or read-only by database		■
Contract record level security			■
Contract Management / Security Access Groups			■
Document groups			■
Alarms
Unlimited alarmable events per contract	■	■	■
Main window display of "ringing" alarms	■	■	■
Automatic email notification of alarms			■
Recurring alarms			■
Contract Management Searches
Simple to advanced searches	■	■	■
Additional advanced filters		■	■
Advanced field searching			■
Full-text (keyword/phrase) search			■
Saved contract management searches			■
Contract Management Flexibility
Unlimited user-defined categories	■	■	■
Unlimited user-defined key elements	■	■	■
Customizable fields		■	■
Customizable status list			■
User-defined date fields			■
User-defined pull-down lists			■
Ultimate contract management flexibility!			■
Reporting
Easy standard reporting	■	■	■
Save, export and email reports		■	■
Custom reporting			■