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The following is an overview of the Framework ECM modules:
Framework Module | Description | |
|---|---|---|
Client and Contact Management |
| Administration of the currently selected client and client contacts, as well as diary information and comments, alerts, and follow up tools. |
Production Management |
| Administration of the production work flow, including client and contact management, land, job and file details, work flow information, diary, document and comments, alerts, and follow up tools are also included. |
Land Management |
| Manages the land for the currently selected client or enterprise, including sale and purchase contracts, estate information, client information, and comments. |
Variation Price Book |
| Manages the details for creating and managing a Variation Price Book (VPB). |
Report Management |
| Administration of reporting in Framework ECM, including the creation of new report categories and templates. |
Security |
| Important: This area is typically restricted to Framework ECM administrators. Administration of Framework ECM security, preferences, user setup, and business rules. |
Administration |
| Important: This area is typically restricted to Framework ECM administrators. Manages data administration issues, such as enterprise, entity management, production, land, estate, and diary management. The Administration module is where templates, general list content, and profiles are created. |
