FastDraft handbook
If you are looking for guidance on how to use our Contract Management System - FastDraft then this section is for you. This collection of articles is referred to as our FastDraft Handbook.
Getting Started with FastDraft
FastDraft Basics
- Quick NEC3 Reference Clause Guide
- Quick NEC4 Reference Clause Guide
- Email Notifications
- How to Add Contract Email Recipients
- Editing Your FastDraft Profile
- Browsers Supported by FastDraft
FastDraft User Management Tools
- Managing Companies
- Managing Company Users
- Managing Contract Users
- How to Add a User to Multiple Contracts
- How to Deactivate or Reactivate One or More Users
- How to Set Up Financial Limits
FastDraft User Permissions
FastDraft Contract Management Tools
- Managing Projects
- How to Create a Contract
- How to Create a Demo Contract
- How to Clone a Contract
- Understanding Workflow and Templates
- Managing Master Contract Templates
FastDraft Configurable Features
- Action Reminders/To Do List
- Managing Reply Functionality in the Contract Template
- How to Customise Contract User Views
- How to Add and Manage Custom Fields
- Configurable Permissions for Defect Notifications and Early Warnings
- Configuring Templates to Create Additional Actions for the To-Do List
FastDraft Reporting and Analytics Tools (exc. PowerBI)
- Reporting Overview
- Using the Contract Dashboards and Registers
- Using the RAG Notifications Panel
- Using Contract Health Check and Contract RAG Reports
- Using Aggregated Reports
- Using Third Party Reporting Tools
FastDraft PowerBI Reporting
- Using Our PowerBI Analytics Suite
- What are PowerBI Analytics Dashboards?
- What are PowerBI Analytics Reports?
- What are PowerBI Operational Registers?
- Getting started with our PowerBI Analytics Dashboards, Reports and Registers
- PowerBI Metrics Glossary
FastDraft Integrations
FastDraft Integrated Training and Coaching
Risk Management and Early Warnings Workflows
Instruction Workflows
Change and Compensation Events Workflows
- How to Use the Compensation Event Workflow
- How to Create a Proposed Instruction
- How to Make a Project Manager's Assessment
- How to Use the Extensions Workflows
- How to Use Contractor Assumptions
- How to Manage Secondary Date Changes Under Compensation Events