Easily integrate paper and electronic files to create a searchable contract management database.
PREPARESetup 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
CAPTUREUse 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
MANAGEEffective management of your workflow, data and users.
- Customizable workflow definitions without any programmer knowledge
- Scalable for all of your workflow needs
- Easy and powerful search options
- Your documents may have any number of attached relevant documents
WORKFLOWEfficient 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
DISTRIBUTECollaborate with your team from anywhere at anytime.
- 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
E-SIGNATURECollaborative, 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
SECURELY COLLABORATESecurity features to help keep your data safe and manage users.
- Application is deployed in the secure Flexential data center or in Microsoft’s secure Azure cloud
- Both deployment options have world-class security protections in place with multiple compliances attained, such as HIPAA
- 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
REPORTAnalyze 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