5.1 Tips for creating folders

Once you have established the libraries you need and entered metadata, you can create folders and upload documents. Consider the following when creating folders:

• One unique contract requires one folder; a subcontract will normally also require a separate folder to include separate data for the DCF (Discounted cash flow) calculation. It can be combined with the original contract, but the metadata needs to cover both contracts in that case.}

• Don’t upload your complete contract archive before you test the calculation. If fields are erroneously entered, they need to be manually edited.

• We recommend uploading some contracts and testing the calculation before deciding what structure fits your company best.

• Folders can be copied and documents and metadata can be reused, such as different contracts from the same lessee. By using the copy function, you’ll make the registration process more efficient. It also helps you to understand the data that is to be included in each cell and to do the work consistently.

• The metadata that must be entered for each contract to be able to perform calculations are marked in color. These need to be complete before the metadata is saved.

Company and Department must be entered in order to sort by companies and department. This can be important for integration with your accounting system. If other data fields are required, we can add those.