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Improving Contract Management with ECM

From collaboration and authoring through amendment, signature, and execution, DocFinity helps organizations manage contracts and negotiated agreements. DocFinity automates, standardizes, and electronically organizes terms, clauses, attachments, amendments, and other contract processes as they move throughout an organization. DocFinity simplifies the often chaotic realm of contract management.

There are two key elements to this solution:

1. A single, secure repository for contracts and the associated supporting documentation and correspondence. Authorized users have controlled access through a browser-based client, and can search, view, track, edit, and upload new files either locally or remotely. Store and view images, PDFs, Microsoft Word and Excel documents, voice files, pictures, emails, faxes, and more.


2. Automation of the contract process. BPM/Workflow allows you to direct the contract process electronically by flowing contracts to the right staff members at the right time. With tracking, administrators have real-time accounts of contract status, with reports on pending contracts, current contract compliance and audits trails, renewal dates, expiring contracts, and more.

Additional features include email notification of contracts requiring action; multi-level security; advanced field and full-text searching; and detailed contract management reporting. Benefits include:

• Tracking of all company contracts, documentation, and correspondence.
• Electronic storage of all company materials.
• Easy local and remote access to the contracts and addenda.
• Notification to business owners when action is needed under the terms of each contract.

For additional information on simplifying your contract management processes, contact us or email info@docfinity.com.