[Beta] Create and manage obligations

Create and track obligations with reminders on agreement pages.

Overview

Plan availability: Essential/Advanced
Required user role: Manager

The Obligations tab on the agreement page provides a quick overview of obligations and offers options to filter and create new ones.

What's inside obligations

In each obligation, you can find the following information:

• Obligation type.
• Obligation status:
  • Pending: When the due date for the obligation is more than one month away.
  • Upcoming: When the due date for the obligation is within the next month.
  • Overdue: When the due date for the obligation has passed and the action required has not been completed.
  • Completed: When the obligation has been fulfilled as required.
  • Terminated: When the obligation is ended before it was fulfilled.
  • In Dispute: When the obligation is on hold due to a disagreement between the parties involved.
• Due date: Lists the due date for each obligation, allowing you to keep track of upcoming deadlines.
• Responsible party: Displays Internal if your company is responsible, or the name of the partner company if they're responsible.
• Amount: Shows the amount due for the current payment related to each obligation. The currency isn't displayed at the obligation level, but at the agreement level.

Manage obligation categories and types

Required user role: Manager with Business Admin role.

By default, we offer three categories of obligations, each supporting a range of obligation types.

• Obligation categories are provided by default by the application and can't be modified.
• Some standard obligation types are provided by default by the application, but as a Business Admin, you can add more types and edit or remove existing ones.

Navigate to the Agreement tab of the Administration page and select Obligation type in the Obligations section. From here, you can see the list of default obligation types (marked by the Inpart icon).

Add new obligation types

Click Add, a pop-up will open. Select the obligation category under which you want to create the new obligation type and enter a name for it.

Edit or remove existing obligation types

Click the more option button next to the obligation type you want to modify, and select Edit or Remove and Delete.

Create obligations

Open the agreement page, go to the Obligations tab, and click Create obligation.

A pop-up will open, asking you to select the document related to the agreement. You can skip this step if you prefer to create an obligation without a document.

If you select a document, this document will open on the left side of the page, with a set of fields to fill in on the right side of the page.

Autofill fields

You can autofill the starred fields by simply highlighting relevant text in the agreement PDF on the left, making it faster and easier to create your obligation.

Add milestones

Obligations can be linked to milestones and triggered by the milestone’s completion, rather than being tied to a fixed calendar forecasted date.

Make obligations recurring

Toggle the Recurring Pattern button and select the recurrence.

Set email notifications

You can set a reminder date at the bottom of this form to receive an email notification.

To complete the creation process, click:

• Save and create new to create the current obligation and open a new blank form with default values.

• Save and duplicate to create the current obligation and open a new form with all values unchanged to create a duplicate.

• Save and close to simply save the current obligation and go back to the agreement page.

Attach documents

Add context and clarity to your obligations by attaching relevant documents, like invoices, reports, or any supporting files.

First, you need to create the obligation. Once the obligation is created, open it. The Attachments section is available at the bottom of the obligation page. Click Add or drag and drop your files. You can add files or links.

Filter obligations

You can use the search bar to find obligations by their name. You can also apply the quick filters available at the top of the obligation list to reach the information you're interested in with a single click. You can filter obligations by their type and status.

For advanced filtering, click the More filters button to open a filtering panel on the right side of the page. From here you can filter obligations based on all the fields that they contain. Click Apply filters at the bottom of the panel to apply your filtering preferences.

Edit or delete obligations

Click the more options button and select Edit or Delete. 

Manage obligation notifications

You can manage your email notifications related to obligation activities on your account page. Open the navigation bar, click your avatar at the bottom, select Account, and open the Notifications tab.