Working with contracts

In this section, we'll go through how you work with contracts in Tagd – from overview to follow-up and tasks.

1. Home – overview and reminders

When you log in to Tagd, you'll land on the home page. Here you see:

The inbox (only for admins) with new contracts that need to be registered

Contract periods that need to be reviewed, e.g.:

• Contracts that have expired

• Contracts where the notice period is coming up

My tasks – a list of personal tasks related to your contracts

Note: You also get email notifications about events based on the settings you or admin have chosen.

To the right on the start page there’s a summary:

• Total number of contracts

• Breakdown by contract status:

• Breakdown by contract types:

2. Contract Section

To start working with contracts:

1. Click on the Contracts

2. Here you’ll see the folder system that’s set up for your organization

3. Click a folder to see its contracts

4. Click on a contract card to open and check the details

3. Contract Overview

When you open a contract you'll have access to the following:

• Direct link to the PDF document

• Information about:

  • Contract owner

  • Date of last review

  • Agreement type and terms

• Timeline on the right:

  • Created date

  • Start and end date

  • Termination period and decision date

• - Today's date

• Parties (your organization + counterparty)

• Tags

• Comments

• Permissions (who has access to the document)

• Possible linked contracts (e.g. attachments or sub-agreements)

4. Details and insights (for users with add-ons)

For accounts with the "Details & Insights" add-on, two extra tabs will show:

Details

Agreement type-specific questions and answers, for example for lease agreements:

• Type of premises

• Area

• Property designation

• Reference to page and paragraph in the agreement

Insights

General legal questions asked for all agreements, for example:

• Is there a penalty clause?

• How are disputes handled?

• Which jurisdiction applies?

5. Notes (comments linked to contract)

You can document everything related to a contract:

• Add notes (e.g. from meetings or calls)

• Attach files

Click on Save – the event is logged with date and user

7. Files

The Files tab contains:

• The original contract document

• Any attachments

• Option to upload additional documents

8. Tasks

Tasks are divided into two categories:

System-generated tasks

• Created automatically, e.g. decision date before termination

• Click the task to take action (e.g. end or extend contract)

Own tasks

Add tasks manually - fill in:

• Description

• Responsible person

• Deadline

The task appears in the list and on the timeline.

When the task is done, click Mark as completed and it will be removed from the task list.

9. Contract options with quick links

With the menu button up in the top right, you can quickly:

• Edit the contract

• Open the PDF file

• Copy a shareable contract link

• Manage permissions

• Mark as finished

• Delete the contract from the system