Tips for getting the most from Mumboe
The Mumboe DashboardYou can use the Mumboe Dashboard to find an agreement, create a new agreement, or view tasks you must perform. The Tasks area shows you what tasks are past due, pending (including a due date), and must be done today. It also shows tasks that do not have a due date. See the screen shot. Bookmarking Important AgreementsJust like your "Favorites" list of sites in your Web browser, the Bookmarks link in Mumboe gives you fast access to the critical agreements over which you must keep vigilant watch. See the screen shot. Streamlining Frequent SearchesWith one click, you can search and find all of the agreements in Mumboe that you need to manage. The advanced search in Mumboe lets you search within and across agreements. Searches can locate agreements with key dates, names, and companies, as well as locate key words or phrases within sections of the agreement clauses. You can save searches and re-run them any time you want to retrieve the latest results. And if a saved search is not retrieving exactly the agreements you want, you can change it. See the screen shot. Viewing an Agreement SummaryWhen you want to see the current state and terms for an agreement, you can view the agreement summary within Mumboe. The agreement summary is a synthesis of agreement details—presented in one convenient screen for quick reference. See the screen shot. Subscribing to Event RemindersMumboe automatically sets up an event for the agreement's expiration date if you have given it a value, and allows users to define other events for agreement milestones. You can subscribe to any agreement event to receive automated reminders before an event occurs. Reminders (alerts) are sent out by email, and can be sent individually or grouped into a weekly email communication. Each event to which you subscribe will send multiple reminders to you at set intervals (90 days, 60 days, 30 days, and so on) unless you indicate otherwise. See the screen shot. Staying Organized with DocumentsMost agreements include the original agreement plus additional addendums or other legal documents. With business being conducted over email and the Internet, verbal agreements may also be captured in email or other documents that you want to store and associate with the agreement. See the screen shot. Managing People and CompaniesFrom Mumboe, you can manage the contacts—people and companies—with which you have contractual agreements by clicking Contacts in the menu bar. See the screen shot. Customizing Columns in ListsWhen you view lists of agreements, you’re looking for specific information that might be different from the default view set up for your account. For example, if you handle payments for contractual agreements, you would be most interested in agreement clauses dealing with payment terms and amounts. To help you view just the information you actually need, Mumboe allows you to customize the columns that are displayed in agreement lists, and set the order in which they are displayed. See the screen shot. |