Step 4: Discovering Mochadocs
What should you set up before entering contracts?
Configure Mochadocs
During the Kick-Off we showed you how to set up Mochadocs. Now it is important that you configure the software completely before you start entering contracts. We have prepared a checklist for you:
- Contract type
- Build Contract Templates
- Set up entities
- Configure notifications
- Reading permissions
- Set up escalation process
- Notice period
- Silent renewal?
- Identify document types
You can read a detailed description of how to enter new contracts in Mochadocs and about what consequences an entry has for automatic renewal, archiving, and receiving notifications in the Mochadocs’ User Guide for the Manager.