Gain insight to the latest developments in your contract portfolio. The dashboard gives you a presentation of recent contracts and documents. The contract status display shows contracts as they progress through the approval workflow. Print or download any of the dashboard elements to include in presentations.
All of your contracts are in one place: the central repository. The repository is a snapshot of the most important contract details. You can filter and sort the repository any way you like. Export and print functions turn the repository into a powerful reporting tool. The repository is also responsive to each user’s security profile.
With unlimited users, you can manage the contract workflow in your organization. Assign the requester role to people who can initiate the contract process. People in your organization with the approver role can reject or approve contracts. Editors have the power to modify important contract provisions. You can also designate some people with read-only access. Administrators can also control settings within the application.
Control every requirement of your contracts with tasks. A task is much more than a “to-do” item. Tie a task with an important contract date or even an individual document date. Schedule tasks to send an alert once or on a recurring basis. Tasks deliver the control you need over your contracts.
Documents are an integral part of contract management. Organize all the documents related to a contract in one place. The original agreement, every schedule, exhibit, amendment, and ancillary document stay together. Insurance certificates are a common example. You can schedule expiration dates, alerts, and tasks for each document.
With our cloud based contract management solution, you are free to focus on managing your contracts. You still have control. Add unlimited users (yes, that means even occasional users). Customize categories, security groups, and party types.
Contract management reports are a seamless part of the solution. View summary information about your contracts and workflow on the dashboard. Print or save dashboard reports for presentations. Use the sophisticated filter to report on contracts with common characteristics. Export any list to your favorite spreadsheet (or database application).
Security and Access
We are committed to protecting your data. Learn about the measures to secure your data and your tools to control access.
Your data and application are partitioned from other clients. Only your authorized users will have access to your version and data.
Your data is encrypted on the servers, including records and files. Your data is encrypted in transit so that when you use the application you know the data is secure. The encryption technology is the same technology banks use: SHA-256 and AES-265.
You connect to the application through an authenticated secure sockets layer (SSL) connection.
Your data is backed up routinely and stored separately from the main application and data. Backups are a safety net.
An export is available for most tables so you can extract data from the application locally. We can also facilitate a complete database retrieval and delivery if you need.
To provide an additional safety net, the application and your data are stored in multiple databases in different locations. In the event of significant disruption, we can help get you back up and running.
You own your data. Entirely. You can export it anytime. We can also facilitate a complete database retrieval and delivery if you need.
Each user accesses the application with a unique, encrypted password.
You create security groups based on your organization’s needs. You can have as many groups as you need. Users are assigned to groups. Users can only access records for their groups. You can partition and protect your data internally.
Roles and Permissions
Users serve one or more roles that control what they can do with the application. Limit users to read-only access if necessary. Control access to reports or limit a user to requests only. With security groups and user roles, you are in control of access to your data.
Local document storage
You are welcome to store documents directly in the application. You may also simply store a link to your own internal document management solution. Simply copy the document URL (even if hosted on your network). The document will stay on your server. You can access the document with the link.