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Contract Management Solution

The DocFinity® Contract Management Solution helps organizations and individuals to manage contracts and negotiated agreements. DocFinity automates and electronically organizes terms, clauses, attachments, amendments, and other contract processes as they move throughout an organization.

From contract authoring through signature and execution, DocFinity imaging, document management, and workflow software products bring order and efficiency to the often chaotic realm of contract management.

There are two key elements to this solution:

  • A single, secure repository for contracts and the associated supporting documentation and correspondence. Users have secure and controlled access through a browser-based client, and can search, view, track, and upload new files either locally or remotely. The repository has the ability to store and view images, PDF’s, Microsoft Word and Excel documents, voice files, pictures, emails, faxes, and more.
  • Automation of the contract process. With DocFinity Workflow, you can 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 of the DocFinity Contract Management Solution:

  • enables tracking of all company contracts, documentation and correspondence;
  • electronically stores all company materials;
  • equips business owners with easy local and remote access to the contracts and addenda;
  • notifies business owners when action is needed under the terms of each contract.

For additional information regarding DocFinity solutions for contract management, please contact us at info@docfinity.com. We look forward to finding a solution for you!

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“With the implementation of the DocFinity suite for each Esurance claims office, our department has been able to transition from a need-for-paper organization to a near paperless environment.”

~ Mark Hofmann, Esurance

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