One-click transfer of contract ownership

New functionality for those who work with Next® Contracts. 

In Next® Contracts you manage all the contracts and agreements in your company. Each contract has an owner. The contract owner has the primary responsibility for overseeing this specific contract, and is notified if someone else makes changes to it.

To reassign a single contract from one person to another, you simply lookup the contract in Next®, and change the owner to the new person in charge.

Not a big thing.

But, if you need to reassign 100 contracts or more to a new owner, you will appreciate one-click transfer of contract ownership.


List of contracts by owner

If you are moving ownership of all contracts from one person to another, maybe because they are leaving the company, the easiest way is to seek out all the relevant contracts in contracts by owner. 

Then use the list action - 'Assign new contract owner'. 


Change the owner for all contracts in a list


Selected contracts in a list 

If you are only moving selected contracts from one person to another, you may select them individually from any list, and then right-click to select 'Assign new contract owner'. 


Select multiple contracts and right-click.


An individual contract

Even if it is only a single contract, you may choose to look it up in Next® and click 'Assign new contract owner'.  


Change owner for a single contract


No matter how you select 'Assign new contract owner', you get three additional options compared to just changing the owner field:

  • Reassign open tasks
  • Notify new contract owner
  • Notify previous contract owner


(SCREEN SHOT: Assign new contract owner pop up)

Select the new contract owner, and choose your options. 


Assign new contract owner is always performed as a background job. Once it is completed you get a notification from Next®.


The business log

When you transfer contract ownership, the business log is updated.


Adria Leon assigned contract ownership to Benedict Wade 


Future enhancements

When Pin a document is implemented, you will be able to use this nifty mechanism to seek out selected contracts, where you want to assign a new owner.   

For the techies

Any contract related active tasks are updated with the new owner as assignee.     

Additional information

Please refer to the online product guide for additional information on this feature, once it is released.

Commercial terms and conditions

This feature is available at no additional cost for users with license for Next® Contracts - Full edition, and with an active Software Service Plan.

Any consultancy assistance will be invoiced in addition to the license fee.

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.  


Details

Title:

One-click transfer of contract ownership

Type:

New feature

Status:

Suggestion

Expected release:

Not yet allocated

Affected products:

Next® Contracts

Audience:

End user
Admin

Classification:

Public

Responsible product manager:

Steen Munksgaard

Updated:

26.03.2020

By:

Kim Hellum