contract management for sharepoint - …connectedsystems.com/solutions/shared...

Many organisations are looking to simplify their contract management processes in order to gain efficiencies and improve turnaround times for contract review and management. Better contract management processes lead to a more efficient renewal of customer and vendor contracts along with improved reporting of budgets and contract costs.

The Connected Systems Contract Management System for SharePoint® is a turnkey solution built to leverage your investment in Microsoft SharePoint®. It allows your organisation to manage contracts and associated documents seamlessly within SharePoint®. The flexibility of the system allows customers to use it for both external vendor contract management and internal contract management (i.e. employment contracts). Tasks allow review activities to be tracked against a contract and any/all associated contract documents. It supports proactive alerts for reviewing documents and escalation of tasks.

CONTRACT MANAGEMENT FOR SHAREPOINT®

The Connected Systems Contract Management System for SharePoint® makes it easy to manage your contracts and related documents.

Contract Managementfor SharePoint®

Contact Connected Systems today to book a demonstration.

[email protected] +61 8 9227 0416connectedsystems.com 81 Edward Street, Perth, WA 6000

Contract Managementmade easy!Easily import your documents for the best contract management experience.

Features • Easy to configure contract records to support

additional contract fields and categories.

• Document versioning.

• Check-in/out.

• Contract and document publishing with approval workflow and email.

• Notifications on contracts to set review dates and review tasks.

• Review tasks assigned to various stakeholders for granular contract management.

• Easy to use search of contracts with categories and refiners.

• Document preview support for customers using Office Web Access.

• Configurable contract document types for easy categorisation of documents.

• Folder support to manage contract document hierarchy and document classifications.

• Related documents feature to related different contracts or documents.

Powerful SearchWe support easy to use category filtering, keyword refiner panels and keyword search, which makes finding contract documents a breeze.

Easily configurableAs a SharePoint® application, Contract Management is extensible.

Secure to useContract Management users can manage updates centrally through a robust approval process.

Support for otherdocument typesManage multiple document types such as tenders and budget spreadsheets.

Priced for everyoneFlexible pricing models make it extremely affordable to all SharePoint® customers.

Easy to installOur automated installer takes thepain away from implementingContract Management.




Dashboard

The Connected Systems Contract Management System for SharePoint® provides an easy to use dashboard to view all contracts, their associated documents and tasks relating to contract and documents. With the easy to use dashboard view, users can quickly and easily filter, find and preview contracts and documents.

Additional dashboard benefits are:• Quick category filters,• Multiple refinement panels,• View of all contracts,• Ability to expand and collapse all grouped documentation,• View overdue or upcoming tasks,• Track contracts or documents coming up for review.




Contract Reports

Contract reports can be customisable to the users requirements, default reports include:• Contracts Modified in the last 30 Days,• Contracts due to expire,• Expired Contracts,• Contract Documents Modified in the last 30 Days,• Contract Documents due to expire,• Expired Contract Documents.