WPS Contract Management Series Courses How to Use Contract Management System

• Picture and text skills

"Contract Management" is an application that facilitates teams to efficiently manage contracts in batches. It has the functions of intelligently entering contracts, formulating account performance plans, setting contract expiration reminders, and member collaborative processing.

▪Open WPS, click the Application tab, select "Contract Management" in the team application, and click the Collection button to place the "Contract Management" function in the "My Applications" pane on the right.

▪ in Click the "Add to Desktop" button on the PC to add this contract management system to the desktop, and double-click to open it next time.

▪For the web version, enter "https://hetong.wps.cn/".

▪Click "Enter Workbench" to get an overview of all contract information. The creation and deletion of "Contract Space" can be operated here.

▪After entering the contract space, click "Add Contract". After selecting the document, the relevant information in the contract will be intelligently identified in the "Enter Contract" dialog box, and you can also modify or enter it freely. Click Finish and the contract will be added to the contract list.

▪"Batch import" is available To add contracts in batches, drag the columns in the table to the corresponding fields. If there is no corresponding field, select "Add New Field" to add it. "Export" can export the contract information in the "Ledger" list to the table for easy storage and transmission.

▪If you want to add a custom field to the contract, click the "Settings" button, click "Add New Field", and select different types of fields to add according to different situations, such as selecting "Text", and then Enter the field name, and then enter the "Contract Properties" page to enter relevant information.

▪Account management allows you to set up accounts for a contract. The first method is: click on the corresponding contract to enter the "Account Management" dialog box.

▪Second method: Click "Account Plan" on the "Account" page, select the corresponding contract and enter the "Account Management" dialog box.

It should be noted that the account management page will not display contract information when account amount and Account plan are not set .

▪If the contract is returned If the payment plan is to have the same repayment amount everyquarterly and a one-year period, you can use "Equal Distribution" to quickly set up the account plan. Take this as an example, the total account amount is 24,000 yuan, select the starting date, then enter 4 for the period, 3 for the period, and the unit is months. At this point, you can quickly allocate the monthly repayment amount and time.

▪Generally, when the total amount of the account plan is consistent with the total contract amount, no new accounts can be added,But after turning on the "unlimited amount" switch, Just You can add any number and amount of account plans.

▪Enable the reminder function in the "Settings" page. Whenever the contract status changes, you will receive relevant message reminders. Check the "SMS Reminder" checkbox to receive the contract status on your mobile phone. Reminder of changes.

▪Space creators can manage permissions for members. Ordinary members can only view contracts when the "Contract Responsible Person" is themselves, while managers can see all contracts in the space.

▪You can find all contract documents in "Contract Documents", and the file data stored in the cloud has professional file backup.

▪If you encounter related questions, please Scan the QR code to join the contract management customer service group