This easy-to-use and secure software allows you to customize your contract workflows. It gives alerts for contract deadlines, reviews, expirations, and more. It also provides 24/7 secure access to your contracts anytime, anywhere in the world.
Setup your workflows, data and users for quick integration into the system.
Configure templates
Import Record data
Add records and documents
Archive old data
Create sub detail data using customizable fields
Set -up data entry/input forms to start the record
Use the different ways to store, migrate and search your data.
Scan new documents, integrated into the system
Run Optical Character Recognition (OCR) to search on document content
Upload or Drag and Drop files
Version Control enabled for all of your files
Continually add reoccurring entries for records
Redlining/Track Changes in Word to collaborate with review changes
Effective management of your workflow, data and users.
Customizable workflow definitions without any coding knowledge
Processes are simplified, automated and configured for all of your workflow needs
Easy and powerful search options
Your documents may have any number of attached relevant documents
Automate and customize numbering of records
Efficient automation of business processes and document management to increase your productivity.
Processes are simplified, automated and configured to your organization’s best practices
Schedule driven through notifications and reminder alerts
Prompt for action or feedback from others
24/7 access from anywhere
Analyze everything in one place to aid in making business decisions.
Create unlimited custom reports
Non-graphical dashboard reports for quick access to high-level views of your data
Save personal report views or share reports with others
Run saved reports on a schedule to keep up to date with system-generated notifications
Export to Excel, TIFF, CSV, PDF, Rich Text, and more
Security features to help keep your data safe and manage users.
Application is deployed in the secure in Microsoft’s secure Azure cloud
Deployment option has world-class security protections in place with multiple compliances attained, such as HIPAA and SOC compliance
Secure 2048-bit encrypted access for traditional Windows devices
User management for system users, external users, and external signatories
Full audit trail logs record every action that occurs at the record and document level
Tailor user management security to your needs, either simple or complex, across up to five layers of security
External users may be configured for highly restricted, explicitly granted access to record data for view or edit
Collaborative, cost effective and expedited way of getting signatures from internal and external users.
Request electronic signatures on PDF documents to system users or external signatories such as third-party vendors
Request Signature from Multiple Recipients
Redirect Signature Requests to other users
The E-Signature module is an in-house implementation without any additional fees or downloads
Collaborate with your team from anywhere at any time.
Route to other users to gather their approval or comments
Simple or complex route system allows you to customize to fit your requirements
Review record changes and updates
Configurable system-generated and user-initiated e-mail notifications
Prompt for action on aging routing items
Assign delegates to take action on routing processes
Setup route as per the required order to get approvals or comments
