Contract Management and Administration via Your User Dashboard

Faciotech.net provides an efficient way for clients to manage their contracts, ensuring they are always aware of renewal dates and contract statuses. Here is a detailed guide on how to view and manage your contracts on the platform:

Viewing Contracts

1. Navigate to the Contracts Section

   • From the dashboard, click on the "Contracts" tab located in the sidebar menu.
   • This will take you to the contracts page where all your contracts are listed.

2. View Contract List

   • The contracts page displays a list of all your contracts, including their statuses (e.g., active, expired, pending renewal).
   • Each contract entry typically includes the contract name, start date, end date, and status.

3. Select a Contract

   • Click on the contract name or the "View" button next to the contract you wish to review.
   • This will open the contract details page.

4. Contract Overview

   • The contract details page provides a comprehensive view of the contract, including its terms, conditions, and associated documents.
   • You can also see the contract timeline and any important dates, such as renewal or expiration dates.

Managing Contracts

1. Editing Contract Details

   • On the contract details page, look for an "Edit" or "Manage" button.
   • Click on this button to edit the contract details, such as updating terms or changing contract conditions.
   • Make the necessary changes and click "Save" or "Update" to apply the changes.

2. Uploading Contract Documents

   • In the contract documents section, you can upload new documents related to the contract.
   • Click on the "Upload Document" button, select the file from your device, and upload it to the platform.
   • Ensure the document is properly labeled and categorized for easy reference.

3. Renewing Contracts

   • Contracts approaching their expiration date will display a renewal notification.
   • Click on the "Renew" button next to the contract you wish to renew.
   • Review the renewal terms, make any necessary adjustments, and confirm the renewal.

Contract Renewals and Expirations

1. Setting Up Renewal Notifications

   • Navigate to the contract settings and look for notification preferences.
   • Enable notifications for contract renewals and expirations to ensure you receive timely reminders.
   • Customize the notification settings to receive alerts via email or within the platform.

2. Managing Expired Contracts

   • Expired contracts will be marked as such in the contract list.
   • Click on an expired contract to view its details and options for renewal or archiving.
   • Decide whether to renew the contract with updated terms or archive it if it is no longer needed.

3. Customizing Notification Preferences

   • In the settings section under notifications, you can customize your preferences for contract-related alerts.
   • Choose how and when you want to be notified about contract expirations and renewals.

Viewing Contract History

1. Accessing Contract History

   • On the contract details page, look for a "History" or "Activity Log" section.
   • This section provides a detailed log of all actions taken on the contract, such as edits, renewals, and document uploads.

2. Reviewing Historical Data

   • The contract history log includes timestamps and descriptions of each action, providing a clear audit trail.
   • Use this information to track changes and ensure compliance with contract terms.