Home

Sopima - User Manual – Master users

1. Finland Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 29 of 68 Picture 53 Sopima website After e a new Resource Card is created From the Create menu choose Resource Card Create Contract Card Browse keyworas 0 Settings Test Tester TestOrganization Contract Card template Resource Card iew Resource Card template Finland Picture 54 Sopima website the Create menu Choose View Resource Cards S 0 p J m ao Create Contract Card Browse Settings Test Tester TestOrganization Create View Resource Cards Edit Template Delete Template Picture 55 Sopima website Create Resource Card view Resource Cards and edit or delete Resource Card template You can view all the Resource Cards made out of the chosen template Now choose the Resource Card called Denmark S O p an a Create Contract Card Browse Settings Test Tester TestOrganization Items per page 10 z a a 7 7 Sweden Denmark Finland Norway Ey Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 30 of 68 Picture 56 Sopima web
2. v Apply Picture 88 Sopima website Before choose Folders Set the Contract to belong to the Purchases Folder and click Apply Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 50 of 68 S O p i mMm 3 Create Contract Card Browse Settings Test Tester TestOrganization ET gt 4 Visibility All folders Selected folders Select folder Select folder Financing Default Purchases Apply Picture 89 Sopima website After choose Folders Return to the Front page and you will that a new Contract Card called Market research has been created You can click on that link to open the Contract Card or use the search functions in Sopima as described in this user manual S 0O p j mMm a Create Contract Card Browse Settings Test Tester TestOrganization Organization 9 10 2014 Market research contract was created 8 10 2014 TestOrganization joined to use Sopima Picture 90 Sopima website Front page shows the latest created Contract Cards 2 7 Search for Contract Cards 2 7 1 Free text search The free text search is useful when you do not know exactly where to look for your Contract Cards like in a Folder the Browse function It will give you a list of results which you can further narrow dow
3. Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 68 of 68 Home Transform Add Column View qi le GS HB oe Close amp Refresh Properties Choose Remove Load Preview Columns Columns 7 li Rename pg Move 7 EEV mE f Remove Duplicates T Al Igi Fer Use First Row As Headers Split Group i Column By 42 Replace Values Send Feedback E Help About Help se Data Type Decimal Number E Merge Queries I Remove Errors 7 Append Queries Keep Remove Rows Rows Combine Binaries Sort Transform Combine v Templateld TemplateTitle 7 Sections ap 487 Sales contract template List Query Manage Columns Reduce Rows a 4 Title 778 SEO for Indian Oil Corporation Ltd Query Settings 779 Competitor analysis for Bharat Petroleum Corporation Ltd 487 Sales contract template List 4 PROPERTIES Name ContractCards 780 Prototype for Hindustan Petroleum Corporation Ltd 487 Sales contract template List 781 Repair work for Tata Motors Ltd 487 Sales contract template List 782 Maintenance of telco equipment for Reliance Industries Ltd 487 Sales contract template List All Properties 783 Maintenance of heavy equipment for Tata Steel Ltd 4 APPLIED STEPS 487 Sales contract template 784 Market research for S
4. System Folders All description Save permissions Picture 36 Sopima website Settings Groups Before setting permissions on a Group Set the System Contracts Edit permission for the Finance Group This means that the Finance Group can modify and delete a Contract Card Save permissions TYE Create Contract Card Browse Settings Test Tester TestOrganization Set permissions System Resources All System ResourceTypes All System Templates All System Contracts All system Contracts Edit System Settings All System TemplatePackages All B System Folders All erations Description System Resources All description System ResourceTypes All description System Templates All description System Contracts All description System Contracts Edit description System Settings All description System TemplatePackages All description System Folders All description Save permissions Picture 37 Sopima website Settings Groups After setting permissions on a Group Softability Group Oy Jaakonkatu 2 01620 VANTAA FINLAND Tel 358 10 217 6150 www softability fi Business ID Fl10598085 firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 23 of 68 2 2 Folders Create Folders Give Groups permission to Folders Delete Folders Start by clicking on the Browse button at the top S 0O p i mMm 2 C
5. n Denmark Finland Norway Contract value Year value 0 00 eur Picture 75 Sopima website Check Contract Card template in Fill mode Let s save this template by clicking on the Create template button at the top of the page S O p j an Ps Create Contract Card Browse fkeywords Settings Test Tester TestOrganization Name Contract coverpage e Bc Select J Picture 76 Sopima website Creating a template Fill in the name of the Contract Card template and choose a Package where to store it In our demo we name this Contract Card template as Contract coverpage and choose the default package which has the same name as the organization TestOrganization Press the Save button Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 42 of 68 S 0O p mMm a Create Contract Card Browse keywors o Settings Test Tester TestOrganization Create template Name a Contract coverpage _ Je ae TestOrganization x Package Picture 77 Sopima website Creating a template with package chosen Choose the Contract Card option from the Create menu at the top S 0 p I mMm a Create Contract Card Browse keyworas Search fe Settings
6. x Groups All Groups Selected Groups Select group Select group Administrators Finance Readers Picture 65 Sopima website After setting rights for Groups to the Package Press the Save button Choose the middle icon in the Package edit menu to modify the name and description of the Package Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 34 of 68 5 O p l mMm Ps Create Contract Card Browse Settings Test Tester TestOrganization Packages TestOrganization Default Package for organization Finance Y x Financing Contract Card templates Picture 66 Sopima website Edit the name and description of a Package 2 5 Contract Card templates Create Contract Card templates Add sections Set heading Choose field types text date currency resource number boolean and their respective lists Set field as required and or locked Set notifications on values and dates Change section order by dragging with the mouse Choose whether to update existing Contract Cards based on the template being modified Start by choosing the Contract Card template option from the Create menu Create Contract Card Browse Settings Test Tester TestOrganization Organization Contract Card
7. 31 12 2014 Sales of Demo factory Norway 25000000 eur 6 1 2014 30 6 2018 Vuokrasopimus Parolantie Finland 1 eur 15 9 2014 31 12 2017 104 Sales of Demo product Sweden 50000 eur 1 9 2014 31 12 2015 Tutkimusyhteisty6sopimus Finland 1 eur 23 9 2014 31 12 2014 Tydterveyspalvelujen Finland 1 eur 30 9 2014 31 12 2020 toimitus Partnership agreement with Netherlands 12 eur 15 9 2014 28 2 2015 Aexus Kirjaston X Finland 0 eur 6 10 2014 31 12 2014 jarjestelmasopimus Picture 106 Sopima website Advanced search Search results shown for one criteria Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 58 of 68 Next you can add second search criteria by filling a new search row In our demo we chose the operator called before and set the value to 28 2 014 Press the blue plus sign in the last column on the current row This means that we want to find all Contract Cards for the Contract coverpage template which have a Signing date whose value is after 1 1 2014 and before 28 2 2014 Press the Search button below You are show the Contract Cards based on this template that match the two criterias you have set above al SOPIMA covecomacrcas come EE Stings Mydene Damo Global Advanced search gt a Contract coverpage Sign
8. 785 Design of BA123 for Bajaj Auto 485 Master contract Contract documents Contract documents Design specifications UNSIGNED 34 785 Design of BA123 for Bajaj Auto 485 Master contract Contract documents Contract documents Quality requirements UNSIGNED 35 785 Design of BA123 for Bajaj Auto 485 Master contract Contract dates All documents signed off 36 783 Maintenance of heavy equipment for Tata Steel Ltd 487 Sales contract template Contracting party Customer 752 37 783 Maintenance of heavy equipment for Tata Steel Ltd 487 Sales contract template Country Country 568 38 783 Maintenance of heavy equipment for Tata Steel Ltd 487 Sales contract template Business unit department Business unit department 743 39 783 Maintenance of heavy equipment for Tata Steel Ltd 487 Sales contract template Contract type Contract type 554 40 783 Maintenance of heavy equipment for Tata Steel Ltd 487 Sales contract template Invoicing party Invoicing party 41 783 Maintenance of heavy equipment for Tata Steel Ltd 487 Sales contract template Contract value Contract value 1500000 eur d M 4b h Sheeti Sheet2 Sheet3 Sheet4 23 i4 u rf Ready OD wm Sv Picture 124 Microsoft Excel Data loaded to local Excel worksheet Softability Group Oy Jaakonkatu 2 0 1620 VANTAA FINLAND Tel 358 10 217 6150 firstname lastname softability fi www softability fi Business ID Fl10598085 info softability fi
9. 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 34 Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 57 of 68 Picture 104 Sopima website Advanced search Choose value In our demo we have first chosen Contract coverpage template the Signing date component an operator called after and a value of 1 1 2014 al S O p i mMm A Create Contract Card Browse Settings Mydemo 1 Demo Global Advanced search e 1 1 2014 Contract coverpage v Signing Picture 105 Sopima website Advanced search Search criteria ready Now press the blue plus sign in the last column on the current row This means that we want to find all Contract Cards for the Contract coverpage template which have a Signing date whose value is after 1 1 2014 Press the Search button below You are show the Contract Cards based on this template that match the criteria you have set above S O p mMm a Create Contract Card Browse Settings Mydemo 1 Demo Global Advanced search Contract coverpage 63 Signing 1 1 2014 Contract coverpage z Signing v after x 1 1 2014 o D Contract coverpage Choose correct country Write value Signing Termination Sales of demoware Finland 125000 eur 15 9 2014
10. Excel Check your Office architecture Click the link below and choose which platform 32 bit x86 or 64 bit x64 to download http 3 3 Set Data Source for Power Query Click on the Power Query tab at the top office microsoft com en us excel redir XT104091747 aspx Click on From Other Sources menu and choose From OData Feed Write the URL of the Sopima OData Feed here h Press OK Softability Group Oy Jaakonkatu 2 01620 VANTAA FINLAND Tel 358 10 217 6150 firstname lastname softability fi sopima com api 1 odata www softability fi Business ID Fl10598085 info softability fi SOPIMA Contract Management Service from the Cloud ld 9 s E ome Insert a bO a B R Online From From From From Other Recent From Search Web Filey Database Sources Sources Table Get External Data Excel Data Page Layout Formulas Data Review View Se as Merge Append Workbook Combine Page 66 of 68 Book Microsoft Excel Power Query Locale Finni v F Update foo Ss Send Feedback 7 t Ta Fast Combine t B Options 2 Help 7 Data Source My Data Sign Catalog Queries In About Power BI Help Queries Manage Workbook Settings Settings Machine Settings Al C fe eee ee eee ee wWwwmwn Dau wn Rn nnn ae Se weE ae Ae ae Re ae ae eae ee ee OData Feed Enter the URL for an OData feed URL https app sopima com app 1 odata Picture 120 Micr
11. Template Sales Germany Picture 101 Sopima website Advanced search Choose Contract Card template Next choose a component from the corresponding drop down menu Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 56 of 68 S 0O p i mMm o Create Contract Card Browse Settings Mydemo 1 Demo Global Advanced search Contract coverpage y Choose correct country b Choose correct country Write value Signing Termination Picture 102 Sopima website Advanced search Choose component metadata field belonging to the chosen template Next choose an operator from the corresponding drop down menu For dates this is on before after For values this is lt lt gt and gt kad S O p j m 3 Create Contract Card Browse Settings Mydemo 1 Demo Global Advanced search Contract coverpage y Signing on before after Picture 103 Sopima website Advanced search Choose operator Next write or choose the value from corresponding text box S O p i m Create Contract Card Browse keyworas S Search fe Settings Mydemo 1 Demo Global Advanced search Contract coverpage 7 Signing after o October 2014 d Su Mo Tu We Th Fr Sa 1 2 3 4 s 6 7
12. Test Tester TestOrganization Organization Contract Card template 8 10 2014 TestOrganiz Resource Card Resource Card template Picture 78 Sopima website the Create menu In our demo you can now see the newly created Contract Card template called Contract coverpage under the TestOrganization package You can create a new Contract Card based on this template by clicking on the Create button but that is cover later in this user manual For now let s still continue editing this template by clicking on the Edit Template button S O p m a Create Contract Card Browse Settings Test Tester TestOrganization Packages Finance Financing Contract Card templates TestOrganization Default Package for organization Contract coverpage Create Edit Template Picture 79 Sopima website The Packages and their Contract Card templates visible Add another section by clicking on the Add button from the bottom of the page Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 43 of 68 In our demo we have created a section called Contact persons at Contracting party which contains a Text list type component Add a description for the field In our demo we have set Add here the con
13. Tutkimusyhteisty6sopimus contract was created 17 9 2014 Vuokrasopimus Parolantie 104 contract was created Picture 91 Sopima website Free text search The keyword trial did not find anything in our demo but Sopima suggests that we try with materials or Ml h material keywords S 0O p an A Create Contract Card Browse Settings Mydemo 1 Demo Global Search Suggestions trial trial materials material Picture 92 Sopima website Suggestions for better search words shown on the right Let s click on the material keyword Two Contract Cards are found Notice that they belong to different Contract Card templates called Purchase coverpage and Finance coverpage S O p mMm a Create Contract Card Browse Settings Mydemo 1 Demo Global Search Suggestions materials material materialretur maria trial uusiomateriaalin D Purchase coverpage Purchase of Demo material Belgium 34500 eur 48 2014 31 10 2014 D Finance coverpage Finance of Demo materials USA 12500000 eur 1 8 2014 31 8 2015 Picture 93 Sopima website Use selected one of the suggestions The words in a search phrase are treated as separate words not as a sentence Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 52 of 68 Sopima trea
14. how a list component works Notice how you can now add and remove text fields for the Contact persons at Contracting party section by clicking the blue plug sign or red minus sign next to the text fields This way you can give many contact persons for the Contract Card based on this template Year value o eur Contract dates SUT Termination Check up Contact persons at Contracting party Add here the contract persons 1 to 5 0 1 5 Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 45 of 68 Picture 81 Sopima website Check Contract Card template in Fill mode 2 6 Contract Cards Create Contract Card Fill metadata Add attachments drag amp drop upload file s upload folder Choose Folders Export to PDF send by email Save as template Delete Contract Card Start by choosing the Create Contract Card option from the Create menu at the top SOPIMA ceeecontatcars scos EE wszzer Ne Slings TestTestor _TestOrganization Organization Contract Card template 8 10 2014 TestOrganiz Resource Card Resource Card template Picture 82 Sopima website the Create menu In our demo you can see a Contract Card template called Contract coverpage under the TestOrgani
15. 00000 eur 1 8 2014 31 8 2015 DHR Template Employee agreement Nicole Mooren Picture 95 Sopima website The search finds results for all the keywords separately not as a phrase 2 7 2 Browse Folders Click on the Browse button at the top Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 53 of 68 S O p j mMm a Create Contract Card Browse keywords Settings Mydemo 1 Demo Global Organization 8 10 2014 Sopima resales for Wipro contract was created 8 10 2014 VFC reseller agreement for Sopia contract was created 6 10 2014 Kirjaston X jarjestelmasopimus contract was created 2 10 2014 Aexus contract was created 2 10 2014 X Germany contract was created 1 10 2014 HR Template contract was created 1 10 2014 Finance Aexus contract was created 30 9 2014 Tydterveyspalvelujen toimitus contract was created 23 9 2014 Tutkimusyhteisty6sopimus contract was created 17 9 2014 Vuokrasopimus Parolantie 104 contract was created Picture 96 Sopima website Front page shows the latest created Contract Cards Every Contract Card belongs to the Default Folder So selecting this Folder will show you all the Contract Cards S O p I Mm a Create Contract Card Browse V Settings Mydemo 1 Demo Global Browse Choose folders D Contract coverpage Choos
16. 1 Picture 26 Identity website Profile You can change first name last name display name and your email address You cannot change your identity because it is your unique login name for Sopima Click the Update button Sopima Organizations Profile Change password Sign out Edit First name Test Last name Tester Display name Test Tester This is how you will be shown in Sopima Email mikko luukkonen softability fi All email sent from Sopima to you will be sent into this address Update Picture 27 Identity website Edit Profile Click the Change password menu item at the top The page will inform you that you cannot change your password without contacting customer service at servicedesk a softability fi Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 17 of 68 Sopima Organizations Profile Change password Sign out Please contact customer service 3 0 1 Picture 28 Identity website Change password 2 Sopima website 2 1 User Groups Create Group Edit members Edit permissions Delete Group 2 1 1 Create a new Group and add Members to it Select Settings from the front page kadi S 0O p i mMm 2 Create Contract Card Browse keyworas Settings Test Tester TestOrganization Organizat
17. 28 2 2014 WW Contract coverpage Write value gt 100000 Ww Contract coverpage z Write value z more then z 100000 D Contract coverpage Choose correct country Write value Signing Termination Sales of Demo factory Norway 25000000 eur 6 1 2014 30 6 2018 Picture 108 Sopima website Advanced search Search results shown for three criterias 2 8 Email templates Invite user template Notification template for dates and currencies Start by clicking on the Settings menu item at the top S 0O p 7 mMm o Create Contract Card Browse keywords Settings Test Tester TestOrganization Organization 9 10 2014 Market research contract was created 8 10 2014 TestOrganization joined to use Sopima Picture 109 Sopima website Front page You are first presented the Groups page S O p mMm o Create Contract Card Browse keywords Settings Test Tester TestOrganization Add Group Emails Group name Members Operations ua Edit members Edit permissions Administrators 1 Edit members Readers 1 Finance 0 Groups Picture 110 Sopima website Settings Groups Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 60 of 68 Click on the Email templates link on the left side of the page S O p I mMm a Creat
18. 68 Sopima Organizations Profile Change password Sign out sopima Start using your Sopima right now Go to Sopima 3 0 1 Picture 22 Identity website Front page You are shown the organizations you own and are a member of Sopima Organizations Profile Change password Sign out Organizations Owned by you Name Subscription Invoice Actions Total 0 month Member of Name Actions Picture 23 Identity website Organizations Click the value below the Subscription column for the organization whose subscription you want to change In this demo there is only one organization called TestOrganization and its current subscription is Trial You need a PayPal account to order Sopima You can create a free PayPal account by clicking on the PayPal logo on the right It will transfer you to the official PayPal website at www paypal com You change the subscription by selecting one of the offered a certain number of MASTER and READER users clicking on the Upgrade button Upgrading excluding Trial version will ask the user to sign in with their company PayPal account If the company does not have a PayPal account the user can create one from the link offered Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cl
19. 787 Pipeline for Essar Oil Ltd 487 Sales contract template Invoicing party Invoicing party 7 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract value Contract value 46500000 eur 8 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract dates Signing 2014 10 20 9 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract dates Termination 2020 12 31 10 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract dates Check up ll 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract persons at Demo Global Contract persons at Demo Global 12 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract persons at customer Contract persons at customer 13 787 Pipeline for Essar Oil Ltd 487 Sales contract template Additional info Additional info F 14 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contracting party Customer 746 15 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Country Country 568 16 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Business unit department Business unit department 589 17 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contract type Contract type 555 18 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Invoicing party Invoicing party 19 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contract value Co
20. AND firstname lastname softability fi www softability fi Business ID Fl10598085 info softability fi SOPIMA Contract Management Service from the Cloud Page 19 of 68 S 0O p an a Create Contract Card Browse keyworas Settings Test Tester TestOrganization Add Group Emails Group name Members Operations ee Edit members Edit permissions Administrators 1 Edit members Readers 1 Groups Picture 33 Sopima website Settings Groups After editing Group members Create a new Group by typing the name in the text box and cliking Add Group button We will create a Finance Group S O p an a Create Contract Card Browse keyworas S Settings Test Tester TestOrganization Finance Add Group Emails Group name Members Operations P Edit members Edit permissions Administrators 1 Edit members Readers 1 Groups Picture 34 Sopima website Settings Groups Before adding new Group The page updates to show you the newly created Group called Finance in this case It has zero 0 members at this point S 0O p i mMm a Create Contract Card Browse Settings Test Tester TestOrganization Add Group Emails Group name Members Operations Edit members Readers 1 Finance 0 Groups _ Administrators Picture 35 Sopima website Settings Groups After adding new Group 2 1 2 Edit Group permissions You can set the following permissions on a Group Softability G
21. Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud File Home la Save GA Save As Support Info ge Recent amp New Print AE Save amp Send BF Open Close Insert Page Layout Formulas Data Review View Microsoft Office Help Get help using Microsoft Office Getting Started See what s new and find resources to help you learn the basics quickly Contact Us Let us know if you need help or how we can make Office better Tools for Working With Office 2 Options EJ Exit Options Customize language display and other program settings Check for Updates Get the latest updates available for Microsoft Office Page 65 of 68 Book Microsoft Exce Power Query aa Office Product Activated Microsoft Office Professional Plus 2010 This product contains Microsoft Access Microsoft Excel Microsoft SharePoint Workspace Microsoft OneNote Microsoft Outlook Microsoft PowerPoint Microsoft Publisher Microsoft Word Microsoft InfoPath Change Product Key About Microsoft Excel Version 14 0 7128 5000 64 bit Additional Version and Copyright Information Part of Microsoft Office Professional Plus 2010 2010 Microsoft Corporation All rights reserved Microsoft Customer Services and Support Product ID 02260 493 0256314 48546 Microsoft Software License Terms Picture 120 Microsoft
22. ND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 48 of 68 Win amp Win Marketing Ltd Contract value Year value 125000 Contract dates Signing 6 10 2014 Termination 31 12 2014 Check up Files B Collaboration Agreement for marketing pdf amp General contract terms pdf OR Drag And Drop your files here TTT errr Ee Picture 86 Sopima website Add attachments Now click the Save button at the top of the page You will notice a green Contract created notice at the top Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 49 of 68 SOIM cecm cw soe M Folders Settings Test Tester TestOrganization Contract created Market research Country Choose from list Country Finland x Contracting partner Win amp Win Marketing Ltd Contract value Year value 125000 eur C antract dates Picture 87 Sopima website Save Contract Card Next click on the Folders button at the top am S O p mMm a Create Contract Card Browse Settings Test Tester TestOrganization Visibility a All folders Selected folders Select folder Select folder Financing Default Purchases
23. Sopima User Manual Master users 3 0 5 SOPIMA Contract Management Service from the Cloud Page 2 of 68 Contents Os WLS TU UID WSIS Sacre poate scores E as aa euesieemnseudecnvscseineeseaeeuee gine seco A 3 1 1 How to register for a Sopima account and Create an OFZaniZatiON c cccecccccssseccceesececcesecceeeeseceeaeneess 3 1 2 HOW to INVITE users to AN organization ccceccceeccseccseccecceecceucceucceuceaucceucceueceaeeeeeseeteeeseeeseeeneeeeeeeeaeees 7 1 3 How an INVITEG USEF registers t SOpiMdaneiainune 9 dS AL Signing n with AEX ISIS ACCOUNT rences ra AEEA 10 1 3 2 Registering a New account ssessessessessessessersersersersresresrrsrrsrrsrrsrrsrrsresrrsresreesroreesesseeseeseeseeseeseesee 10 IS o Sinin tO the ldemntity WUC 0G CO cassia Ta 12 1 4 How to order Sopima or change your subscription ssssssesesseesssreresrrerssrrresrreresreressreresrrreserereserresene 13 1 5 How to modify your user information sessssesesssesssrrrssrresssrrresrrressrrressrersserressrrresrrresereresreressrereserresere 15 PEOR VCS IRC AEN E AENEA I E E E EN IE E E E TE 17 e PUST G OUDS eea aeu tous concer aurea atin oun te eee vemnaruneuetosmuacprstenscuuussend 17 2 1 1 Create a NEW Group and add Members tO it ceeccccsssecccesecccceescceceeseceeeeececeeeeceeseesecesseeceeseees 17 2 1 2 Edit Group DELIMISSIONS acscsnosecoesececeasnccuss ants encinasinnessaninseiniesneatoevaceeennacoutenoonantanaeonaeinanonntioona
24. are located on the left Groups with permissions to the selected Folder are located on the right If you change permissions then remember to Save B Select groups for Default folder Without permissions With permissions Select group Select group Readers Administrators Finance x Picture 43 Sopima website Browse Choose folders Select groups for Default folder Create a new Folder by typing its name and select the first Group that has permissions to this new Folder In our example we create a Financing Folder and set permissions for the Administrators Group to it Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 25 of 68 Press the Add button S O p mMm a Create Contract Card Browse keyworas Settings Test Tester TestOrganization E B Show folders E eee 2 Create new folder Financing Administrators Picture 44 Sopima website Browse Choose folders Create new folder Remember you can delete a Folder by clicking on the blue circle button next to the Folder name The newly created Folder is show now in the Folder list above Select both Default and Financing Folders Press the Show button Create Contract Card Browse fkeywords Settings Test Test
25. ber of Name Actions Picture 8 Identity website Organization registered 1 2 How to invite users to an organization Click on the Members button on the Organizations page Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 8 of 68 Profile Change password Sign out Sopima Organizations Organizations Owned by you Name Subscription Invoice Actions TestOrganization Trial 0 14 days Members Total 0 month Member of Name Actions Picture 9 Identity website Organizations On the Members page you see all the members of the chosen organization and the pending invitations Click on the Invite users button Profile Change password Sign out Sopima Organizations Members Manage organization members TestOrganization Name Identity Email Actions John Doe john doe sopima com john doe sopina gmail com Jane Doe jane doe sopima com jane doe sopina gmail com Invitations Pending members Invite users Email Inviter Actions Picture 10 Identity website No invitations at the moment wn You can invite multiple people by separating the email addresses with a character Press Send button or Close button to cancel the invitation Softability Group Oy Tel 358 10 217 6150 ww
26. ce from the Cloud Page 21 of 68 Create contract card from template If user can see the template package in which the template is she can create contract card from the template Groups Add group System Settings All Delete group System Settings All Edit members System Settings All Edit permissions System Settings All Email Templates View System Settings All Edit System Settings All Folders Edit System Folders All Delete System Folders All Packages Edit System TemplatePackages All Delete System TemplatePackages All Click Edit permissions on the Finance Group Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud sopima Create Contract Card Page 22 of 68 Browse keyworas o Settings Test Tester TestOrganization Set permissions System Resources All System ResourceTypes All System Templates All System Contracts Alll System Contracts Edit System Settings All System TemplatePackages All System Folders All x erations Edit permissions Description System Resources All description System ResourceTypes All description System Templates All description System Contracts All description System Contracts Edit description System Settings All description System TemplatePackages All description
27. d all the different Resource Card templates in the organization In this demo there is only the one you just created Choose Create from the Resource Card template called Country Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 28 of 68 S O p i m a Create Contract Card Browse Settings Test Tester TestOrganization Create View Resource Cards Edit Template Delete Template Picture 51 Sopima website Create Resource Card view Resource Cards and edit or delete Resource Card template You are shown a Resource Card with the default values from the template S O p m a Create Contract Card Browse Settings Test Tester TestOrganization Save MODE MODE Fill Country Picture 52 Sopima website Before a new Resource Card is created Fill in the title and possible other metadata fields In this example we just typed the title Finland You can also add attachments to the Resource Card For example in our demo it could be information on the country Finland like business environment office locations or anything else related to the country Press the Save button at the top S O p l mMm a Create Contract Card Browse Settings Test Tester TestOrganization Delete Resource created
28. e Contract Card Browse keyworas 0 Settings Test Tester TestOrganization Email template _ Invitation Email z Emails Subject Groups Invitation to Sopima Body 7 emailAddress lt br gt inviterName from organization has invited you to use Sopima lt br gt If you do not have an account please go to this link to register lt br gt registrationLink lt br gt If you already have an account please visit the link below lt br gt link lt br gt Picture 111 Sopima website Settings Email templates You can modify three different templates Choose from the Email template drop down menu either Invitation email Contract Date Notification or Contract Currency Notification Below you will see the template for the Invitation email You can write anything on the Body text box that you want to be seen on the email including HTML tags like lt br gt for line break etc Notice how certain elements are surrounded by two wave and symbols These are dynamic metadata fields that are filled automatically from the Contract Card that generates the notification email Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 61 of 68 S O p i mMm a Create Contract Card Browse fkeywords Set
29. e correct country Write value Signing Termination Sales of demoware Finland 125000 eur 15 9 2014 31 12 2014 Sales of Demo factory Norway 25000000 eur 6 1 2014 30 6 2018 Vuokrasopimus Parolantie Finland 1 eur 15 9 2014 31 12 2017 104 Sales of Demo product Sweden 50000 eur 1 9 2014 31 12 2015 TutkimusyhteistyGsopimus Finland 1 eur 23 9 2014 31 12 2014 Tydterveyspalvelujen Finland 1 eur 30 9 2014 31 12 2020 toimitus Partnership agreement with Netherlands 12 eur 15 9 2014 28 2 2015 Aexus Kirjaston X Finland 0 eur 6 10 2014 31 12 2014 jarjestelmasopimus D Purchase coverpage Choose correct country Write value Signing Termination Purchase of Demo material Belgium 34500 eur 48 2014 31 10 2014 Purchase of Demo India 456000 eur 6 1 2014 31 10 2014 outsourcing Purchase of Demo services Germany 130500 eur 10 9 2014 31 1 2015 D Finance coverpage Choose country Write amount Signing Termination Finance of Demo materials USA 12500000 eur 1 8 2014 31 82015 Finance of Demo services USA 56700000 usd 15 9 2014 31 12 2018 Finance of Demo China 125000000 eur 1 7 2014 31 12 2020 outsourcing Finance Aexus Netherlands 1 eur 1 10 2014 30 9 2015 Employee agreement Nicole Mooren ETES Picture 97 Sopima website Browse Default Folder shows all Contract Cards Click on the Choose folders button Selected Folders have a blue color Deselect the Default Folder by clicking on it Select Sales Folder by clicking on it Softab
30. ed by you and the organizations into which you belong to through an invitation Member of Create a new organization by clicking the Register button at the top Sopima Organizations Profile Change password Sign out Organizations Owned by you Name Subscription Invoice Actions Total 0 month Member of Name Actions Picture 6 Identity website Organizations Input the name of the organization Choose a Time zone from the drop down menu Input the address of the organization This can be a visiting mailing or invoicing address Choose a subscription Free Trial or Order Sopima Click Register or Cancel the creation of a new organization Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 7 of 68 Sopima Organizations Profile Change password Sign out Register Name TestOrganization Owner Test Tester TimeZone Europe Helsinki v Address Test adress 1 Helsinki Finland Trial use of Sopima for 14 days Price 0 3 0 1 Picture 7 Identity website Register organization You have registered an organization and chosen a subscription Trial in the example Sopima Organizations Profile Change password Sign out Organizations Owned by you Name Subscription Invoice Actions Total 0 month Mem
31. egister Register Sopima Identity First name Test Last name Tester Display name Test Tester This is how you will be shown in Sopima Email test tester mycompany com All email sent from Sopima to you will be sent into this address Identity Name test tester sopima com This will be your login name Password eeeeeee eeeceees 3 0 1 Picture 3 Identity website Register new user Check your email and look for the Account confirmation email Click the confirmation link contained within that email You are transferred to the Identity website informing you that your Sopima account has been activated Sopima Signin Register Account activated Picture 4 Identity website Sopima account activated Next click the Sign in link at the top Remember your username is of the type myldentity sopima com When you have signed in you are shown the front page of the Identity website Click the Organizations link in the top navigation pane Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 6 of 68 Sopima Organizations Profile Change password Sign out sopima Start using your Sopima right now Go to Sopima Picture 5 Identity website Front page You are shown the organizations that you have registered Own
32. emplate You are shown an empty Resource Card template for you to design and fill kad S O p i mMm a Create Contract Card Browse Settings Test Tester TestOrganization Save Sections Add Picture 48 Sopima website Before a new Resource Card template is created We can use this Resource Card template without any designing thus with only the title element Thus no metadata fields required at this time Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 27 of 68 If you wanted to add new metadata fields to the Resource Card template then you would have to continue designing it before filling it with data Fill in the title for example Country Press the Save button at the top S O p i mMm a Create Contract Card Browse Settings Test Tester TestOrganization Resource type created Country Sections Add Picture 49 Sopima website After a new Resource Card template is created From the Create menu choose Resource Card S O p mMm a Create Contract Card Browse Settings Test Tester TestOrganization Contract Card template Resource Card Resource Card template Country aa Sections Picture 50 Sopima website the Create menu Choose Resource Card You are presente
33. er TestOrganization Show folders es 20 es 20 Create new folder Select Group Picture 45 Sopima website Browse Choose folders After new folder has been created and selected Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 26 of 68 No you can browse with the two selected Folders Default and Financing There are no Contract Cards visible yet because they have not been created yet in this demo S O p i mMm a Create Contract Card Browse keyworas Settings Test Tester TestOrganization Browse DAAMI Choose folders Picture 46 Sopima website Browse with two folders 2 3 Resource Card templates and Resource Cards Create Resource Card template Modify or Delete an existing Resource Card template Create Resource Cards from a template View existing Resource Cards based on a template Modify or Delete an existing Resource Card Start by choosing from the Create menu the option Resource Card template S O p i mMm a Create Contract Card Browse keyworas 0 Search o Settings Test Tester TestOrganization Organization Contract Card template 8 10 2014 TestOrganiz Resource Card Resource Card template Picture 47 Sopima website the Create menu Choose Resource Card t
34. fi info softability fi SOPIMA Contract Management Service from the Cloud Page 62 of 68 S 0O p j an a Create Contract Card Browse Settings Test Tester TestOrganization Email template Contract Currency Notification Emails Subject Contract s Currency Notification Body ALERT lt br gt your contact Organization contract contract Title have amount component CurrencySymbol component Amount component Label to view this contract please click the following link lt br gt contract Link Picture 114 Sopima website Settings Email templates Contract Currency Notification template 3 Reporting and analysis in Microsoft Excel Sopima uses Microsoft Power Query for Excel You can fetch the Contract Card data that you want and drill through the data in Excel Create charts and graphs from the data in a familiar Excel environment 3 1 Generate API Key on Identity website Go to the Identity website and choose Organizations Sopima Organizations Profile Change password Sign out sopima Start using your Sopima right now Go to Sopima Picture 115 Identity website Front page Click on the API keys button next to the organization you want to fetch data from Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Manageme
35. hoose the Country Resource Card template from the drop down menu Write some description on the template next to the drop down menu for example Choose from list This guides the user when she fills in a Contract Card based on this template Notice that we set Country as a required field Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 39 of 68 And on each day H before Groups x Administrators x Finance Add components Text Date Currency Resource Text List Date List Currency List Resource List Number List Boolean List Country resource Required _ Locked Add components Text Date Currency Resource Number Text List Date List Currency List Number List Boolean List Sections Picture 73 Sopima website Add Resource type You move sections with the mouse by dragging and dropping Thus you can easily change the order of sections on a template In our demo we move the Country section as the top most element on the template below the title Contract coverpage Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Ser
36. ification tag and set the minimum value for this to work Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 37 of 68 7 Required Locked Add components Text Date Currency Resource Number i Text List Date List Currency List Resource List Number List Boolean List Contract value currency Year value 0 00 eur Required Locked NOTIFICATION Add components Text Date Currency Resource Number Text List Date List Currency List Resource List Number List Boolean List Sections Add Picture 71 Sopima website Add Currency type Add another section by clicking on the Add button from the bottom of the page In our demo we have created a section called Contract dates which contains three date type components Signing Termination and Check up In our demo we set the Signing date as required and an automated email alert on the Termination and Check up dates For the Termination date the email alert is sent 30 days before the filled in date For the Check up date the email alert is sent one day before the filled in date We need at least three dates to cover both short term and evergreen contracts All contracts have a signing date So this needs to be set mandatory in the template For short term con
37. ility Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Finally click the Show button B x i Show folders I e Signing ION 5 ur 15 9 2014 S eur 6 1 2014 Finland 15 9 2014 Financing r 1 9 2014 23 9 2014 TEE 30 9 2014 eje 1592014 Ras India 6 10 2014 j v f 48 2014 i ur 6 1 2014 _ Create new folder p err f Folder Name punt Signing f eur 1 8 2014 Select Group 7 f usd 15 9 2014 f Ss 0 eur 1 7 2014 C f 1 10 2014 SOPIMA corwcoercas sons es Page 54 of 68 Search feof Settings Mydemo 1 Demo Global Termination 31 12 2014 30 6 2018 31 12 2017 31 12 2015 31 12 2014 31 12 2020 28 2 2015 31 12 2014 Termination 31 10 2014 31 10 2014 31 1 2015 Termination 31 8 2015 31 12 2018 31 12 2020 30 9 2015 DHR Template Choose from the dropdown Employee agreement Nicole Mooren Picture 98 Sopima website Browse Show Folders You are shown all the Contract Cards in the Sales Folder a SOPIMA cmrecoascus soe Search o Settings Mydemo 1 Demo Global Browse FREES Choose folders D Contract coverpage Choose correct country Write value Signing Sales of demoware Finland 125000 eur 15 9 2014 Sales of Demo factory Norway 25000000 eur 6 1 2014 Sales of Demo produc
38. ing 1 1 2014 Contract coverpage E3 Signing lt 28 2 2014 Contract coverpage z Signing v before 7 28 2 2014 o D Contract coverpage Choose correct country Write value Signing Termination Sales of Demo factory Norway 25000000 eur 6 1 2014 30 6 2018 Picture 107 Sopima website Advanced search Search results shown for two criterias Next you can add new search criteria by filling a third search row In our demo we chose the component Write value which means Contract Card value in the template We chose the operator greater then gt and set a value of 100 000 Press the blue plus sign in the last column on the current row This means that we want to find all Contract Cards for the Contract coverpage template which have a Signing date whose value is after 1 1 2014 and before 28 2 2014 and a year value greater than 100 000 euros Press the Search button below You are show the Contract Cards based on this template that match the three criterias you have set above Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 59 of 68 S 0O p mMm a Create Contract Card Browse keywords Settings Mydemo 1 Demo Global Advanced search gt wy Contract coverpage B Signing 1 1 2014 Contract coverpage B Signing lt
39. ion 8 10 2014 TestOrganization joined to use Sopima Picture 29 Sopima website Front page Click on the Edit members button for the Readers Group S O p mMm a Create Contract Card Browse keyworas Settings Test Tester TestOrganization Add Group Emails Group name Members Operations han Edit members Edit permissions Administrators 1 Edit members Readers 0 Groups Picture 30 Sopima website Settings Groups Before editing Group members On the left you see the users you can add to this Group On the right you see the current members of this Group Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 18 of 68 Group members a i Users Members Select user 7 Select user g Test Tester Test2 Tester v Save Picture 31 Sopima website Settings Groups Add Users to Group members Add Test2 Tester to the Group and click Save Group members a Users Members moes Select user z gt Select user j Test Tester Test2 Tester v Save Picture 32 Sopima website Settings Groups Added Users to Group members You can now see that there is one 1 member in the Readers Group Softability Group Oy Tel 358 10 217 6150 Jaakonkatu 2 01620 VANTAA FINL
40. m v Gmail 7 E More v 1 1 of 1 Be Inbox 1 FeaT noreply CEJ Invitation to Sopima tom doe sopima gmail com John Doe from TestOrganization has invited you to use Sopima If you do not 9 46 am arr Sent Mail Drafts N More labels v Account Created Learn how to use Gmail Get Gmail for mobile 10 Choose a theme Import contacts and mail Change profile image Setup progress Picture 13 Sopima organization invitation email You are transferred to the authenticate page Authenticate use or create Sopima Identity Register Use existing Sopima Identity Register for new Sopima Identity g Picture 14 Identity website Authenticate page 1 3 1 Signing in with an existing account If you have an existing account then click on the blue Sopima button on the left You can skip to section 1 3 3 1 3 2 Registering a new account If you do not have an existing account then click on the blue Register button on the right Input your first and last name The display name is shown on the Sopima website The email address is required for you to confirm the registration so make sure it is a correct one The identity name is your login name to the Sopima website and is of the type myldenity sopima com Input and confirm your password Click the Register button Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname sof
41. n amp Win Marketing Ltd as the Contracting partner We set the year value of the Contract Card as 125 000 euros You can notice that there is now an orange alert at the top of the page informing that You have unsaved information This means that unless you press the Save button at the top of the page all the information you have input will be lost but you can do this later Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 47 of 68 S O p I mMm a Create Contract Card Browse Search bead Settings Test Tester TestOrganization Save as template You have unsaved information Discard Market research Country Choose from list Country Finland x Contracting partner Win amp Win Marketing Ltd Contract value Year value 125000 eur Picture 85 Sopima website Fill in the Contract Card title and section headers and values In our demo we set the Contract Card dates for a short term contract thus it has a signing and termination dates We also added two attachments to the Contract Card called Collaboration Agreement for Marketing pdf and General contract terms pdf Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLA
42. n with the advanced search feature described later in this user manual Wildcard character is automatically added to the end of a search word In Sopima the wildcard character is automatically added to the end of a search word Thus the search word mat will find the Contract cards where words such as material and materials exist for example Wildcard character is not used in the beginning of a search word For optimization reasons Sopima does not support wildcard character in the beginning of a search word On the other hand Sopima will always try to suggest search words that can find results Write keyword s in the text box at the top and click on the Search button Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 51 of 68 SOPIMA cee coneascars sone Sean Stings Mydomo Demo Gal Organization 8 10 2014 Sopima resales for Wipro contract was created 8 10 2014 VFC reseller agreement for Sopia contract was created 6 10 2014 Kirjaston X jarjestelmasopimus contract was created 2 10 2014 Aexus contract was created 2 10 2014 X Germany contract was created 1 10 2014 HR Template contract was created 1 10 2014 Finance Aexus contract was created 30 9 2014 Tydterveyspalvelujen toimitus contract was created 23 9 2014
43. ncing Contract Card templates Picture 62 Sopima website Default and new Package visible If you click the blue wrench icon next to a package name you will see a little menu that has options for Top Setting rights for Groups to see the Package Middle Edit the Package name and description Bottom Delete the Package S 0 p l m a Create Contract Card Browse keyworas S Search ce Settings Test Tester TestOrganization Packages TestOrganization Default Package for organization Finance Financing Contract Card templates Z T Picture 63 Sopima website Edit menu for a Package Choose the top most icon to edit Group rights for the Package Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 33 of 68 Create Contract Card Browse Settings Test Tester TestOrganization All Groups Selected Groups Select group g Select group Readers Administrators Finance Save Picture 64 Sopima website Before setting rights for Groups to the Package Move Groups from the left to the right to give them rights to the Package This means that users of the Group can see this Package when they want to create a new Contract Cards S O p l m a Create Contract Card Browse Settings Test Tester TestOrganization
44. neeesensees 19 DEFOT oes E A E E E E E 23 2 3 Resource Card templates and Resource CardS ssesessssseesesrrresrrerssrrresrrrresrrreserressrrresrrereserresereessereese 26 2 4 Packages for Contract Card templates cccccccsssccccessececeesececcescceesusececseeceeseeecessusecesseneceeeeeecetseneces 30 Py COMMGACT Cah Cl PEIN AU OS E E E A A PEE AE O O EE E 34 POLONA E I a mre cece nets ea pc ecaieetiecesaneletcaseadead thas cccaeessresmeabereeseetree 45 PAST Bs t 106 yo ae Contract Cards een ne ene nee eee ee 50 DoF OES ES E E OE EEE E E A E ten puis ontect OA E T E A 50 Dd 2 BON E FOOT o E EEE 52 PTA e E COSC ANGI EEE E E P E A E EE E EA E A E E E E 55 28 Email PEI DIAL S screen E EE EE EE 59 3 Reporting and analysis in Microsoft Excel scseiscscesinvsieswavvinsdsanaseavassdawsaasncdesianenae tiooesaanavedvasnctsatadiesenasebugbanedeess 62 3 1 Generate API key on Identity website sosessseeessrenssrersssrrressreessrrresrreresreresereessrrresereesseeresereesseerese 62 3 2 Install Microsoft Power Query for EX CE ectecteccscsccscatsexccentvewssssseeatesaeenssesadnandesntyreessalttesasaeseqtanatbuecebeverss 64 Brel Daa ource TOK POW Ol QUIY eor AA E E S 65 3 4 Fetch data from Sopima to local Excel worksheet ssssssssnsessensssrrssrrrrssrreresrrresrrressrrresrrereserreserresseerese 66 Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname
45. nt Service from the Cloud Page 63 of 68 Sopima Organizations Profile Change password Sign out Organizations Owned by you Name Subscription Invoice Actions Total 0 month Member of Name Actions 3 0 3 Picture 116 Identity website Organizations Click on the Generate key button Sopima Organizations Profile Change password Sign out API Keys There is no API key existing in your organization Create API key to call our service Generate key 3 0 3 Picture 117 Identity website API Keys Give the API key a descriptive name In our example we have used the name DemoGlobal Click on Save Sopima Organizations Profile Change password Sign out Create API key Name ES Cancel This will be your username to call our API services 3 0 3 Picture 118 Identity website Create API key You are presented with the address URL for the Excel Power Query connection as well as the organization specific name username and key password for the Excel Power Query authentication You can always return to this page by clicking on the API Keys button next to an organization on the organizations page Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 64 of 68 Sopima Organizations Profile Change passwo
46. ntract Management Service from the Cloud Page 31 of 68 S O p i mMm a Create Contract Card Browse Settings Test Tester TestOrganization Packages TestOrganization Default Package for organization Picture 59 Sopima website Default Package visible Click the Create button to create a new Package S O p mMm a Create Contract Card Browse Settings Test Tester TestOrganization Create Package Name Description Picture 60 Sopima website Before creating a Package Fill in the name and description of the new Package In our example the name is Finance and the description is Financing Contract Card templates Click the Create button S O p m ao Create Contract Card Browse Settings Test Tester TestOrganization Create Package Name Finance Financing Contract Card templates Description Picture 61 Sopima website After creating a Package Now you will see the new Package appear on the page Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 32 of 68 S O p i an Ps Create Contract Card Browse Settings Test Tester TestOrganization New Tempalte package created Packages TestOrganization Default Package for organization Finance Fina
47. ntract value 78500 eur 20 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contract dates Signing 2014 08 05 21 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contract dates Termination 2014 11 14 22 786 Design changes for Hindalco Industries Ltd _ 487 Sales contract template Contract dates __Check up B 23 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contract persons at Demo Global Contract persons at Demo Global 24 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Contract persons at customer Contract persons at customer 25 786 Design changes for Hindalco Industries Ltd 487 Sales contract template Additional info Additional info 26 785 Design of BA123 for Bajaj Auto 485 Master contract Customer Customer 571 27 785 Design of BA123 for Bajaj Auto 485 Master contract Country Country 568 28 785 Design of BA123 for Bajaj Auto 485 Master contract Business unit department Business unit department 559 29 785 Design of BA123 for Bajaj Auto 485 Master contract Contract type Contract type 553 30 785 Design of BA123 for Bajaj Auto 485 Master contract Contract value Year value 1500000 eur 31 785 Design of BA123 for Bajaj Auto 485 Master contract Contract documents Contract documents Delivery contract for engineering DCE123 SIGNED 32 785 Design of BA123 for Bajaj Auto 485 Master contract Contract documents Contract documents General contract terms UNSIGNED 33
48. of the form myldentity sopima com Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Sign in Page 13 of 68 Sign in with your organizational account tom doe sopima com Can t access you Picture 19 Identity website Sign in You can start using Sopima by clicking on the blue button called Go to Sopima Sopima Organizations Profile rac Keep me signed in count Change password Sign out sopima Start using your Sopima right now Go to Sopima Picture 20 Identity website Front page Welcome to Sopima The organization s owner will see that you have joined her organization and will assign you to the proper user group After you have been assigned to a user group you can start using Sopima sopima oe Organization 8 10 2014 TestOrganization joined to use Sopima Picture 21 Sopima website Front page 1 4 How to order Sopima or change your subscription Start by clicking Organizations from the top menu Test2 Tester TestOrganization Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 14 of
49. osoft Excel Choose OData Feed Next choose an authentication option called Basic from the left Write the username and password that you created with the API key Click Save Anonymous Windows Basic Web AFI Marketplace key Organizational account Access an OData feed Gs httos app sopima com api 1 odata Username DemoGlobal Password SESS RESCCSCECEEE EEE E Select which URL to apply these settings to https app sopima com O https app sopima com api 1 odata Cancel Picture 121 Microsoft Excel Basic authentication 3 4 Fetch data from Sopima to local Excel worksheet On the left side you will now find the Navigator pane with Contract Cards and Resource Card as options Tel 358 10 217 6150 www softability fi Business ID Fl10598085 info softability fi Softability Group Oy Jaakonkatu 2 01620 VANTAA FINLAND firstname lastname softability fi SOPIMA Contract Management Service from the Cloud Page 67 of 68 Double click on the Contract Cards or Resource Cards that you want to fetch from Sopima to your local Excel worksheet 41 4 H Sheeti Sheet Sheet J Picture 122 Microsoft Excel Connection established A Query Editor opens You can filter the results and change the order of columns in this editor When you are done click on the Close amp Load button in the left upper corner and the chosen data and its form is stored on your local Excel worksheet
50. oud Page 15 of 68 Sopima Organizations Profile Change password Sign out Upgrade Subscription We use PayPal to secure your payments You will be redirected to the PayPal Checkout where you can sign in using your PayPal usemame and password If you do not have PayPal account please register and complete your subscription agreement PayPal Trial use of Sopima for 14 days 1 Master 1 Reader Price 0 Price 472 3 0 2 Picture 24 Identity website Update Subscription 1 5 How to modify your user information Start by clicking Profile from the top menu Sopima Organizations Profile Change password Sign out sopima Start using your Sopima right now Go to Sopima 3 0 1 Picture 25 Identity website Front page You are shown your current user information Click the Edit button to modify the information Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 16 of 68 Sopima Organizations Profile Change password Sign out Edit First Name Test Last Name Tester Display Name Test Tester This is how you will be shown in Sopima Email mikko luukkonen softability fi All email sent from Sopima to you will be sent into this address Identity Name test tester sopima com This is your login name 3 0
51. rd Sign out API Keys API endpoint https app sopima com api 1 odata Name DemoGloal This is your username to sign in and call our API services Key 1361e0507ffa40c6a77c70614bc44b1b This is your password to sign in and call our API services Generate key 3 0 3 Picture 119 Identity website Name and key generated for the Excel Power Query authentication 3 2 Install Microsoft Power Query for Excel Go to the Microsoft download page for Power Query for Excel http office microsoft com en us excel download microsoft power query for excel FX104018616 aspx The following Office versions are supported e Microsoft Office 2013 Professional Plus Office 365 ProPlus or Excel 2013 Standalone e Microsoft Office 2010 Professional Plus with Software Assurance o Note You must have Software Assurance for Office Professional Plus through Volume Licensing in Office 2010 Microsoft Power Query for Excel requires Internet Explorer 9 or greater Microsoft Power Query for Excel is available for 32 bit x86 and 64 bit x64 platforms your selection must match architecture of the installed version of Office You can check your Office architecture by opening Excel and clicking on the File menu and then Help In the About Microsoft Excel section on the right it will read either 32 bit or 64 bit That is your Office architecture Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID
52. reate Contract Card Browse keyworas S Settings Test Tester TestOrganization Organization 8 10 2014 TestOrganization joined to use Sopima Picture 39 Sopima website Front page You are shown the currently selected Folders Click the Choose folders button S 0O p an a Create Contract Card Browse keywors S Settings Test Tester TestOrganization Browse Choose folders Picture 40 Sopima website Browse There is only the Default Folder in the list of Folders S O p I mMm a Create Contract Card Browse keyworas S Settings Test Tester TestOrganization Show folders Default Create new folder Select Group Picture 41 Sopima website Browse Choose folders Click on the Default Folder to select it It will turn blue when it is selected Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 24 of 68 S O p l mMm a Create Contract Card Browse keywors Settings Test Tester TestOrganization Show folders Cc eee Ga Create new folder Select Group Picture 42 Sopima website Browse Choose folders Default folder selected Now click on the blue wrench button next to the Folder name to set access rights for Groups Groups without permissions to the selected Folder
53. roup Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Resource Cards Create resource Delete resource Edit resource View resource list in contract editor Resource Card templates Create resource type Edit resource type Delete resource type Contract Card templates Create template Delete template Edit template Contract Cards Design contract card Fill contract card View contract card Delete contract card Softability Group Oy Jaakonkatu 2 01620 VANTAA FINLAND Tel 358 10 217 6150 firstname lastname softability fi Page 20 of 68 System Resources All System Resources All System Resources All User can see the list of resources created from resource type if the contract contains a resource or resource list component where the selected resource type is selected as the type System ResourceTypes All System ResourceTypes All System ResourceTypes All System Templates All System Templates All System Templates All System Contracts All System Contracts Edit or System Contracts All If user can see the contents of one folder into which contract is tagged then he can view the contract System Contracts All or System Contracts Edit www softability fi Business ID Fl10598085 info softability fi SOPIMA Contract Management Servi
54. s invited you to use Sopima If you do not 9 52 am Drafts More labels v N Tom Account Created Learn how to use Gmail Get Gmail for mobile a 10 Can t connect to server C Choose a theme Import contacts and mail Change profile image Setup progress Google Ba zaa tom doe sopima gmail com Gmail 4 i a se More 1of2 lt gt Windows 8 Driver Update windows8 driversupport com Recommended Windows 8 Drivers Fix amp Update Your Drivers Today Why this ad Inb eras Account confirmation inbox x ie Starred 0 01 Web Hosting Scalable S Web Hosting Sent Mail noreply sopima com via sendgrid info 9 54 AM 0 minutes ago A v rry eT Winning EA tome Now Drafts www hostgator com 1Penny Dear Tom Doe More labels Thank you for joining Sopima 8 Tom Q Please go to this link to verify your account So https identity sopima com account verify b229620 Can t connect to server C Best regards Sopima Team Picture 17 Sopima account confirmation email You are transferred to the Identity website informing you that Account activated You are now part of the organization you were invited to Sopima Signin Register Account activated You are now member of TestOrganization 3 0 5 Picture 18 Identity website Sopima account activated and user is part of an organization 1 3 3 Sign in to the Identity website Next sign in to the Identity website with your new account The login is
55. site View Resource Cards belonging to a template View mode is selected by default Choose Fill mode from the top Now you can edit the Resource Card You can also add attachments to the Resource Card For example in our demo it could be information on the country Denmark like business environment office locations or anything else related to the country Press the Save button at the top You can also delete the Resource Card ol S O p I m 2 Create Contract Card Browse keyworas S e Search a Settings Test Tester TestOrganization Delete Denmark Picture 57 Sopima website Modify or Delete an existing Resource Card 2 4 Packages for Contract Card templates Create Packages Set access rights for Groups Edit Package name and description Delete Packages Start by choosing the Create Contract Card option from the Create menu SOPIM GA cestecoitactcat scoe EN wc zene Sotings Test Testor _TestOrganizaion Organization Contract Card template 8 10 2014 TestOrganiza Resource Card Resource Card template Picture 58 Sopima website the Create menu You will see the default package which has the same name as the organization which is TestOrganization in our demo Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Co
56. softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 3 of 68 1 Identity website 1 1 How to register for a Sopima account and create an organization Go to www sopima com website and click on Try for fee button S33 English sopima THIS IS SOPIMA TRY NEWS CONTACT INFORMATION Sopima brings contracts to life Contract management has never been easier Your Benefits Try for free e Find agreements in seconds e Sopima reminds you about important dates and values no longer forgotten termination or renewal dates Discover and prevent up to 90 of the most typical mistakes and contractual risks Improved transparency and control of contract information in addition you re always Due Diligence ready Try for free or order immediately without any IT project or a fixed cost Picture 1 www sopima com website Front page Click the CLICK HERE TO REGISTER link You can read the instructions contained on this website page but the same things will be covered in this user manual Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud sopima You are here Home Try Page 4 of 68 SH English HOME THIS IS SOPIMA Ga NEWS CONTACT INFORMATION Try You can tr
57. st Section Type in the header of the first section In our demo it is called Contracting partner Choose component type Text Click on the Required tag to set the metadata field as mandatory Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 36 of 68 The Locked tag means that the metadata field cannot be edited and contains some data that must always be visible on new Contract Cards a S O p an a Create Contract Card Browse keyworas Settings Test Tester TestOrganization Create template Contract coverpage Contracting partner B text Required O Locked Add components Text Date Currency Resource Number Boolean Text List Date List Currency List Resource List Number List Boolean List Sections Add Picture 70 Sopima website Fill Section title and choose component type Add another section by clicking on the Add button from the bottom of the page In our demo we have created a section called Contract value which contains one currency type component It has a default value of 0 00 and a currency of EUR On the currency type you can set the minimum value for an automated notification to be sent to the chosen Groups and their users You have to click on the Not
58. t Sweden 50000 eur 1 9 2014 Ty terveyspalvelujen Finland 1 eur 30 9 2014 toimitus Kirjaston X Finland 0 eur 6 10 2014 j rjestelm sopimus D Sopima resales contract Year value Signing Termination Termination 31 12 2014 30 6 2018 31 12 2015 31 12 2020 31 12 2014 Check up card template Sopima resales for Wipro 25000 eur 6 10 2014 77 10 2015 Picture 99 Sopima website Browse One Folder selected Softability Group Oy Tel 358 10 217 6150 Jaakonkatu 2 01620 VANTAA FINLAND firstname lastname softability fi www softability fi Business ID Fl10598085 info softability fi SOPIMA Contract Management Service from the Cloud Page 55 of 68 2 7 3 Advanced search The advanced search allows you look for Contract Cards based on a chosen template and a combination of one or many of its components metadata fields Start by clicking on the blue gears button on the right side of the Search button You will see the Advanced search page with nothing selected yet m SOPIM cxcmscu su Stings Mydemo1 Demo Gibai Advanced search v v Picture 100 Sopima website Advanced search First choose a template from the corresponding drop down menu S O p I m a Create Contract Card Browse keyworas Search fe if Settings Mydemo 1 Demo Global Advanced search Contract coverpage Choose correct country Purchase coverpage Tutkimusyhteisty6sopimus Finance coverpage HR
59. tability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 11 of 68 Sopima Sign in Register Register Sopima Identity First name Tom Last name Doe Display name Tom Doe This is how you will be shown in Sopima Email tom doe sopima gmail com All email sent from Sopima to you will be sent into this address Identity Name tom doe sopima com This will be your login name Password 3 0 5 Picture 15 Identity website Invited user registers for a Sopima account The new account needs to be activated Sopima Signin Register Tom Doe Thanks for signing up for Sopima Please go to your email to activate your account Picture 16 Identity website Account needs to be activated Check your email and look for the Account confirmation email Click the confirmation link contained within that email Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 12 of 68 Google ar ssa tom doe sopima gmail com v Gmail v C More 1 20f2 lt gt G Inbox 1 Soca noreply CE Account confirmation Dear Tom Doe Thank you for joining Sopima Please go to this link to verify your account https 9 54 am arr Sent Mail noreply Invitation to Sopima tom doe sopima gmail com John Doe from TestOrganization ha
60. tact persons 1 to 5 List components allow the user to add zero or many fields of the same type to the Contract Card You can set the minimum and maximum amounts allowed on the template In our demo we have set that one text field is the minimum and five is the maximum amount Groups x Finance x Administrators Add components Text Resource Number Boolean Text List Date List Currency List Resource List Number List Boolean List Contact persons at Contracting party text list Add here the contract persons 1 to 5 O Locked REQUIRES Minimum amount 1 Maximum amount 5 Add components Text List Date Lisi Curmency List Number List Boolean List Sections Picture 80 Sopima website Edit existing Contract Card template Add Text List type Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 44 of 68 Press the Save button Notice that Sopima asks you if you want to update all the existing Contract Cards based on this template and enables you to choose from two options update with deletion add change and delete sections components or update without deletion add and change sections component but do not delete sections components Now choose Fill mode at the top of the page so you can see
61. tate Bank of India 785 Design of BA123 for Bajaj Auto 484 Contract with milestones Source Navigation 485 Master contract 1 2 3 4 5 6 T 8 9 786 Design changes for Hindalco Industries Ltd 787 Pipeline for Essar Oil Ltd 487 Sales contract template o 487 Sales contract template ak 835 Mumbai office rental agreement with Regus 514 Purchase contract template PREVIEW DOWNLOADED AT 10 13 Picture 123 Microsoft Excel Query Editor for Contract Cards Now you have local storage of the data in your Excel worksheet and you can perform analysis on it and create graphs and charts from the data Review View m t Si M Merge Append Send To Data Catalog Power BI Home Insert Page Layout Formulas ea x gt f BA He o Ii Edit Properties Delete Refresh Load Query n To Edit Power Query Query Design ER Duplicate Reterence a Workbook Queries id EJ Title d z Sections Components Label Sections Components Values Sections Heading a Templateld TemplateTitle 2 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contracting party Customer 753 oy 3 787 Pipeline for Essar Oil Ltd 487 Sales contract template Country Country 568 4 787 Pipeline for Essar Oil Ltd 487 Sales contract template Business unit department Business unit department 558 5 787 Pipeline for Essar Oil Ltd 487 Sales contract template Contract type Contract type 553 6
62. template 8 10 2014 TestOrganiz Resource Card Resource Card template Picture 67 Sopima website the Create menu You are presented with a Contract Card template in design mode with an empty title and no metadata fields yet Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 35 of 68 S 0O p I mMm a Create Contract Card Browse keyworas S Settings Test Tester TestOrganization Create template Sections Add Picture 68 Sopima website Create new Contract Card template Type in the title of the Contract Card template In our demo it is called Contract coverpage Add a new section by clicking on the Add button from the bottom of the page Sections have a header and one or many components which represent the metadata fields on the Contract Card created from this template Components can be of the following types text date currency resource number or Boolean All components mentioned above have their respective list component as well S 0O p i mMm a Create Contract Card Browse Settings Test Tester TestOrganization Create template Add components Text List Date List Currency List Resource List Number List Boolean List Sections Add Picture 69 Sopima website Add title and fir
63. tings Test Tester TestOrganization Email template _ Invitation Email Emails Invitation Email Groups Contract Date Notification Contract Currency Notification Body emailAddress lt br gt inviterName from organization has invited you to use Sopima lt br gt If you do not have an account please go to this link to register lt br gt registrationLink lt br gt If you already have an account please visit the link below lt br gt flink lt br gt Picture 112 Sopima website Settings Email templates Invitation Date Currency templates Below you will see the template for the Contract Date Notification S O p I Mm ao Create Contract Card Browse keyworas o e Settings Test Tester TestOrganization Email template Contract Date Notification z Emails Subject Groups Contract s Date Notification Body 0 ALERT lt br gt Your contact Organization contract contract Title will expire component Value component Label to view this contract please click the following link lt br gt contract Link lt br gt Picture 113 Sopima website Settings Email templates Contract Date Notification template Below you will see the template for the Contract Currency Notification Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability
64. tract there is a clearly defined termination date and no check up date is thus needed Thus check up date cannot be set mandatory in the template For evergreen contracts you do not a termination date so it cannot be set mandatory in the template But you can set a check up date for evergreen contracts which alerts the proper users one day or more ahead of time to check the contents of the evergreen contact During this check the user can set the value of the check up date one year ahead again and thus evergreen contracts are also checked next year and so on following this process Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 38 of 68 w Contract dates date Signing Required Locked NOTIFICATION date Termination Required Locked NOTIFICATION Days before date 30 And on each day before Groups x Administrators x Finance date Check up Required Locked 4 NOTIFICATION Days before date 1 And on each day before Picture 72 Sopima website Add Date types Add another section by clicking on the Add button from the bottom of the page In our demo we have created a section called Country which contains one resource type component For resource component you need to define the Resource Card template In our demo we c
65. ts the words in the search phrase sales material as separate words not a sentence Thus in the case of our demo Sopima would find Contract cards where the word sales or material or both exist Try this by searching next with the keywords sales and material SOPIM crac conracrcas srove Sean a Setings Mydemo Demo Goal Search Suggestions materials material materialretur maria trial uusiomateriaalin D Purchase coverpage Purchase of Demo material Belgium 34500 eur 4 8 2014 31 10 2014 D Finance coverpage Finance of Demo materials USA 12500000 eur 1 8 2014 31 8 2015 Picture 94 Sopima website More than one keyword used in search or both in them The results will include Contract Cards that contain either sales or materia S O p mMm A Create Contract Card Browse ceywords Settings Mydemo 1 Demo Global Search Suggestions sales materials material materialretur maria trial uusiomateriaalin D Contract coverpage Choose correct country Write value Signing Termination Partnership agreement with Netherlands 12 eur 15 9 2014 20 2 2019 Aexus Sales of demoware Finland 125000 eur 15 9 2014 31 12 2014 Sales of Demo factory Norway 25000000 eur 6 1 2014 30 6 2018 Sales of Demo product Sweden 50000 eur 1 9 2014 31 12 2015 D Purchase coverpage Purchase of Demo material Belgium 34500 eur 48 2014 31 10 2014 D Finance coverpage Finance of Demo materials USA 125
66. vice from the Cloud Page 40 of 68 S O p I mMm Ps Create Contract Card Browse keyworas S Settings Test Tester TestOrganization Create template Contract coverpage Country 7 resource Choose from list Country Required Locked Add components Text Date Currency Resource Number Text List Date List Currency List Resource List Number List Boolean List Contracting partner Picture 74 Sopima website Move Section with the mouse drag amp drop You can inspect how the Contract Card template looks like when filled by selecting Fill mode from the top of the page Design mode is default Now you can click on the Country drop down menu and see what options Resource Cards based on the Country template are presented to the user In our demo they are Sweden Denmark Finland and Norway If it is a long list you can type the beginning or middle of the word you are looking for and Sopima will present the found matches for you Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 41 of 68 S O p mMm a Create Contract Card Browse keyworas S e Settings Test Tester TestOrganization Create template Contract coverpage Country Choose from list Select resource
67. w softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 9 of 68 Invite members to your organization You can invite multiple people by separating the addresses with tom doe sopima gmail com Picture 11 Identity website Invite members to your organization You can see the invited users in the Invitations Pending members section of the current page Sopima Organizations Profile Change password Sign out Members Manage organization members TestOrganization Name Identity Email Actions John Doe john doe sopima com john doe sopima gmail com Jane Doe jane doe sopima com jane doe sopina gmail com Invitations Pending members Invite users Email Inviter Actions tom doe sopima gmail com john doe sopima com 3 0 5 Picture 12 Identity website One invitation at the moment 1 3 How an invited user registers to Sopima You will receive an invitation to your email address If you cannot see it check whether the invitation is in the junk email folder Click on either link contained within the email Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 10 of 68 Google Pa zsa tom doe sopima gmail co
68. y Sopima for free for 14 days without any commitments If you like the service you can order Sopima from the Trial version by choosing a subscription You can set up a PayPal account easily from here Try Sopima for free in five easy steps 1 Register for a Sopima account CLICK HERE TO REGISTER Saas sopima com wp content uploads 2014 09 Sopima Register Sopima ldentity 1 png Picture 2 www sopima com website Try Search Contact Information Customer support E mail servicedesk a softability fi GSM 358 50 412 4747 Sales firstname surname a softability fi Our office Jaakonkatu 2 01620 Vantaa Finland Billing In billing matters please contact kacki 252 N R M ykoski 358 40 823 9756 You are transferred to the Identity website where you can register a new user for Sopima Input your first and last name The display name is shown on the Sopima website The email address is required for you to confirm the registration so make sure it is a correct one The identity name is your login name to the Sopima website and is of the type myldenity sopima com Input and confirm your password Click the Register button Softability Group Oy Jaakonkatu 2 01620 VANTAA FINLAND Tel 358 10 217 6150 firstname lastname softability fi www softability fi Business ID Fl10598085 info softability fi SOPIMA Contract Management Service from the Cloud Page 5 of 68 Sopima Signin R
69. zation package Click the Create button on that template 7 S 0 p an a Create Contract Card Browse Settings Test Tester TestOrganization Packages Finance Financing Contract Card templates TestOrganization Default Package for organization Contract coverpage Create Edit Template Picture 83 Sopima website Contract Card templates and Packages Softability Group Oy Tel 358 10 217 6150 www softability fi Jaakonkatu 2 Business ID Fl10598085 01620 VANTAA FINLAND firstname lastname softability fi info softability fi SOPIMA Contract Management Service from the Cloud Page 46 of 68 The new Contract Card based on the chosen template opens up in Fill mode S O p mMm a Create Contract Card Settings Test Tester TestOrganization Save as template Contract coverpage Country Choose from list Country Contracting partner Beanceansessnsnssonconsscasonancoscosnosancsanscasonsasensennscasonanseasonnnscaceannconsseaseosensnesenosnneaacsnascascannecs poeansesoansecenoanssescnnascosasnocancnannconsssacenosnsscasenannoesosnscancnannconsssasoansnstedesed Contract value Year value 0 eur Cantract dates z Picture 84 Sopima website Contract Card in Fill mode You can now start filling the metadata fields on the template In our demo we named the contract Market research We chose the country Finland from the drop down menu We typed in Wi

Sopima - User Manual – Master users

Contents

Download Pdf Manuals

Related Search

Related Contents

Sopima - User Manual &ndash; Master users

Contents

Download Pdf Manuals

Related Search

Related Contents

Sopima - User Manual – Master users