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Short guide: IT and software
License, subscription, DPA: what ends when? From now on, term and notice period sit on the contract as fields. IT and software companies manage customer contracts, licenses, software subscriptions, DPAs and security evidence.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For management, IT and finance.
Key facts
- One workspace per area
- Intake through a connector
- Recognize the type
- Read contract fields
- End dates and questions
Questions and answers
Frequently asked questions about this download
How does PaperOffice fit with our ticketing and license system?
Tickets, billing and development keep running in your tools. PaperOffice files the documents around them, extracts them and makes them findable. The fields move on as JSON, CSV or Excel or through the REST API.
Does PaperOffice help with a customer's security questionnaire?
With looking things up. Document Chat searches DPAs, certificates and audit reports and names the documents its answer is based on. You write and take responsibility for the answers in the questionnaire yourself.
How do we keep automatic renewals in view?
AI-DMS Premium reads the contract end as “Valid until”, and an IDP Agent adds notice period and renewal as fields. In the “Timeline” you sort by the end date, and on the contract you add a task with a deadline on the “Activities” tab.
What happens when an invoice arrives twice?
If it carries the same document number from the same issuer or the same text, the document shows “Possible Duplicate” with the reason and a link to the first one. You decide whether it is a duplicate. Byte-identical files are already flagged at upload.
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