Principal Agreement & Contract Tracking
Online App to establish Agendas, send Meeting Requests, confirm attendance and to use the Agenda as the
basis to record & track your meeting minutes & to set up Action Tasks.
Clicking PACT Meeting icon in home page directs you to the below page.
Gives you a brief description about PACT Meeting app.
Know how PACT Meeting app works.
Securely store all your meeting agendas online in an organised folder structure with controlled user access.
Clicking “Agendas” directs you to the below page.
“Create” icon - create new folders & sub-folders.
Enter details such as folder name & description, choose users to share folder, period during which folder
should be available (if required) & Save.
To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective radio
Then from the user-list appearing in left, choose user(s) and click “>>” button.
Selected user(s) gets shifted to the right-side user-list box.
The folder created will be shared with these user(s).
Once saved, the folder will be included in your folders list.
“Upload” button – upload your agenda related documents to folders created.
Choose folder from dropdown to save document, enter document details such as name & description,
choose document type from dropdown, users to share document, browse & attach document, and Submit.
Enable notifications to users so that they are made aware of documents that are being uploaded in
To send notification, tick “Enable Notification” check-box.
Select user(s) from left-side user-list box, shift chosen user(s) to right user-list box.
Once you have uploaded the document to the folder, a notification message will be auto-triggered to all
chosen user(s) via email informing them of the upload.
Once submitted, the document gets saved in the chosen folder.
To view versions of a document, click “Versions” button alongside that document.
Document Upload Page
Select folder to save document
Select document type
with following users
Click to send upload
notification to users
Notification to following users
Attach document here
View document versions
The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the upload.
Replacing a document with a newer version
You can replace a document with a newer version by maintaining the record of the previous version(s).
To upload newer version of an already uploaded document, click “Edit” button besides the document to
replace; in uploaded Document List.
[User Name] has uploaded [Document Title] in MBPCloud Document Repository System.
MBPCloud DRS System
Here, click on the “Replace Attachment” button besides the attachment.
Attach the newer version, and click “Update” button.
Click to upload
You can view all versions of a document by clicking “View” button of the document in the Document List.
You will be directed to the „Document History‟ page that lists all versions uploaded for that document.
You can also view all document versions through the “List” page (explained latter in this presentation).
Click to view
“Search” button – Search Stored Folders & Documents.
Choose entity to search by selecting from respective check-box.
Enter entity name to search.
The search result will be displayed in grid below.
Select entity to search
Enter entity name
“List” button – View all your saved Folders & Documents.
Clicking “List” icon will list all your saved folders.
Click a folder from the list to view all documents saved under it.
Documents can be Moved between folders, Archived and Deleted.
To action a document, select document from grid by ticking respective check-box.
Then select action to perform from dropdown list and click “OK” button.
You can also view versions of an uploaded document through the Version “View” button.
Select action to perform
on selected document
Click „+‟ to view
Click to view documents
under this folder
The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the archive.
The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the delete.
[User Name] has archived [Document Title] in MBPCloud Document Repository System.
MBPCloud DRS System
[User Name] has removed [Document Title] in MBPCloud Document Repository System.
MBPCloud DRS System
Securely store all your meeting minutes online in an organised folder structure with controlled user access.
- same process as explained in „Agendas‟
Lodge your meeting request through “PACT Meeting Request” online form.
Once submitted, the request is sent to the Invitee(s) via email for approval.
Then the meeting request information will be updated in the “Meeting List”.
View all your meeting requests.
Assign tasks to your staff through “Task Allocation Add New” online form.
allocate a task to multiple staffs,
set one-to-many reviewer(s) for each task,
copy task details to non-reviewers (others),
set reminders & recurrence patterns.
Create copy of
Assign task to Select reviewer(s)
Copy task to
Task Allocation Add New Form
Once the task has been submitted, an automated E-mail will be triggered to all recipients notifying them on
the new task.
Task details will be added in the “Task Action List”.
For further information please contact us:
Telephone : 1300 276 266
Email : email@example.com