SmartCon Online frequently asked questions

Overview

SmartCon Online FAQ Index

For SmartCon FAQ please see this link
For SmartCon troubleshooting please see this link
For SmartCon Administration please see this link

Getting started:

1. Get started with SmartCon Online
2. How to get back to the frontpage

Simple features in SmartCon Online:

3. How to save changes in a section
4. How to use the Navigator
5. How to edit a contract
6. How to strikeout a full section
7. How to reverse a full section
8. How to reverse fewer things in a section
9. How to add a user inserted section
10. How to insert a table in a user text section
11. How to add an additional part to the contract
12. How to add a user .docx file
13. How to add a PDF to your contract
14. How to save the current contract as a new one
15. How to get line numbers in a contract

Advanced features in SmartCon Online:

16. How to compare versions of a section
17. How to share a contract with another SmartCon user
18. How to exchange a contract to another company
19. How to manage user rights on contracts
20. How to use the Designer to format user text
21. How to archive a contract

 

 


Getting started

 

1. Get started with SmartCon Online

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You can access SmartCon Online from 2 places:
1. 
Login directly to https://sco.bimco.org
2. Or go via bimco.org and go to My Account and then SmartCon to access.
Once you have signed in, you will be directed to the frontpage of SmartCon Online and be able to create a new contract from “Contracts” above in the ribbon.

SCO - New contract

To open an existing contract press the “Edit” button on the right side to enter editing mode for that specific document.

 


2. How to get back to the frontpage

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When SmartCon Online is opened, you will always start on the frontpage. And you can always go back to the frontpage by clicking “SmartCon Online” on the up left icon.

Note: Changes in a section will not be saved automatically so please save it before you leave a contract.

 


Simple features in SmartCon Online

 

3. How to save changes in a section

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Once done editing of a section, please either click “Save” on top or use the shortcut “Ctrl + S” to keep it; or “Exit edit mode” to leave without the changes being saved.

Note: Both buttons for “Save” & “Exit” could be found on top of each cell/clause and on the very top of the contract for easy control.

SCO - save

 


4. How to use the Navigator

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On the right side of the page, users can jump to other part(s) of the contract by using “navigate to”. Furthermore, the contract navigator can be hidden by pressing the “eye” icon if it covers the content.

SCO - Navigator

Note: Changes will not be saved automatically so please save it before you navigate to another section in the contract.

 


5. How to edit a contract

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In SmartCon Online, each table cell in PART I and each clause in PART II, ANNEX, etc. is standalone so you need to click the “Edit text” on top for the specific section before you can make changes.

SCO - Edit text

Note: Simple changes can be made directly to sections this way. For more advanced editing such as inserting tables/pictures, see further down in this FAQ.

 


6. How to strikeout a full section

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If you want to strikeout a whole section, you can choose the “Delete all text” option.

SCO - strikeout

 

You will be prompted to opt for keeping the box/clause title or deleting all.
SCO - strikeout 2

 


7. How to reverse a full section

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If you want to reverse all changes in a section, including both insertions and deletions back to the original contract, choose the option “Reset text to original”.

SCO - reverse all

 


8. How to reverse fewer things in a section

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If you want to reverse only some changes in a section, you can choose the “Enter undo mode” and then click the part you want reverse. This will reverse only the selected part.

SCO - undo mode

 


9. How to add a user inserted section

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If you want to add a user text section between sections (this can't be done in the box layout of BIMCO contracts). Choose the Add user text block below this” option.

SCO - add user text part

Once added you can add and amend the header and text in the user text section.

For more information on how to format and align the user text section, please see the "How to use the Designer to format user text" for a section.

 


10. How to insert a table in a user text section

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When a user text section has been added. There is an option for users to make a table with the initial size of maximum 10 columns and rows.
First go to "edit mode" and select the table icon.

SCO - table in user parts

Once a table has been added you can always add more columns and rows. Click in one of the cells and choose the option you want.

SCO - table in user parts 2

 


11. How to add an additional part to the contract

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If users want to add rider clause by the end of the contract starting with a new page, this can be done by a few steps as per below:

Click “Add additional part” on the right side and additional part will appear as the last part of the contract.

 

Give the part a name

SCO - add user part 2

 

Upload a .docx file, use a linked document that already exists in SmartCon Online. Or start adding your clauses manually clause by clause, by adding paragraphs.

 

SCO - add user part 3

 


12. How to add a user .docx file

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If you want to insert advanced tables/pictures, etc. somewhere in the contract. You can then add your own .docx file to the contract, this can be done by two steps as per below:

Go to “Linked documents” in the ribbon on top, click “Create new” and upload the document to be added to your account.

SCO adding a docx file

Then go back to the contract, and use the option “Add user inline document reference below this”, and select the document and press add document link.

SCO adding a docx file 2

You can also change the .docx file you link to.

SCO - linked document

 


13. How to add a PDF to your contract

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If you have a PDF file you want to add to your contract, this can be done with a few steps as per below:

Go to “Create PDF” on the right side

SCO - Create PDF

Upload the PDF file from “Attach PDF file”

SCO - Attach PDF

 


14. How to save the current contract as a new one

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If you want to re-use a copy of current contract.
Open the contract you want to re-use and select the "Save as" option from the Navigator, and give the new contract a name.

SCO - Save as

 


15. How to get line numbers in a contract

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There are no dynamic line number options in SmartCon Online, everything is done in sections.
However if you want to have a version with the fixed line numbers (as per the paper copy), look for the contract and if available, it will mention "fixed line numbers".

Once a version is started you can't change between the non-liner numbers and fixed line number.

 


Advanced features in SmartCon Online

16. How to compare versions of a section

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From the option “Show list of versions for this content” you can always find the different versions for that section.

SCO - versions

You can then choose any of the previous versions to be the active version in the contract. It will then show as the latest version.

SCO - versions 2

 


17. How to share a contract with another SmartCon user

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A feature for sharing a contract has been create for SmartCon Online only. This feature is called “Negotiation Status” and needs to be activated from the Navigator on the right hand side.

SCO - sharing

Once activated this will allow the document owner to control the access to the document on an internal level, but also include any external SmartCon users for the negotiation status.
The process allows everyone involved to see what is left to agreed upon (approved) and was has already been approved by all parties.

Here is a video on how to use the “Negotiation Status

 


18. How to exchange a contract to another company

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The exchange option is when one company owns the rights to a certain contract, and they want to give a copy of the contract to another company.
Note: it is a matter of giving a copy of a contract at that specific time, after the exchange the copies are individual on each account, with each company having the rights over their individual copy.

SCO - exchange

 


19. How to manage user rights on contracts

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All admin users have full access to the contracts, while regular users are able to open, edit the contract and then send it as PDF. In order to grant a regular user with full access to a specific contract, admins can update it under “Change Ownership” on the right side.

SCO - user rights

 By selecting the principal type as “User” and then selecting that regular user from the dropdown list, he/she will then be able to further delete, archive and activate negotiation status.

SCO - user rights 2

 


20. How to use the Designer to format user text

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In order to correct text alignment/line spacing, etc., you can use the "design" option.

SCO - Designer

Once a user text section is created (see "how to add a user inserted section") you can change the formatting and alignment by clicking the “design” option.

On the designer option, you can change spacing, indent and alignment. And you can add paragraph, including additional tabs and text blocks.
Note: The indent can also be controlled with the arrows on the right hand side.

SCO - Designer 2

Here is a video on how to make use of the "Designer" option.

 


21. How to archive a contract

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Once the contract has been finalized/signed, users have the option to archive the contract from the frontpage by clicking “Archive” on the right side.

SCO - Archive

Once the contract is archived, users can get it back by selecting the filter “Include archived” on the frontpage, then open and use "Save as" to re-use the contract for another case.

SCO - Archive 2


Casper Broustbo
in Copenhagen, DK

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