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A comprehensive contract management solution with intelligent automation from drafting through approval to archival.
Accelerate your contract lifecycle and speed up your business performance.
M-Files allows organizations to maintain, track and view contracts through any related information, such as the customer account object in a company’s CRM system. By tagging documents with contextual information, employees can view information related to contracts, such as client, project, property, employee, etc. Contracts can be searched, viewed and managed on any device.
Create business rules and processes that route tasks between people and technology. Workflow automation increases the level of consistency of the actual work performed throughout the entire lifecycle stage of a document, resulting in a faster, more accurate experience for your business.
Automated and trackable workflows eliminate bottlenecks and reduce the length of drafting, negotiation and approval cycles, assuring revenue comes in faster.
Standardized templates of contracts and a consistent process reduce exposure to risk. M-Files ensures that key contract milestones are monitored and acted upon according to contract terms and due dates by automatically notifying contract managers when a contract is close to expiration, a milestone has been reached or when an obligation needs to be met.
– Set up any approval processes for contracts and other documents
– Create assignments for reviewers and approval requests with notifications
– Make comments and annotations while reviewing, approving or rejecting the contract
– Use electronic signatures
– View approval history with contract versions, participants, actions, approval duration
– Compare contract revisions and track changes
– Full audit trail available
– Roll back to previous versions
– Set up actions based on a date, a time frame or other criteria
– Set up actions which have to be taken before the contract expires
– Get instantly notified when terms change or expiration date is near
– Initiate new contracts within seconds with approved templates
– Categorize templates by various criteria
– Search via keywords, phrases and advanced search via related information such as client, project, expiry date, etc.
– View and search contracts in context of the entire business
– Find contracts quickly with dynamic views
– Create personal views to instantly access the most used contract types
– Access contracts from desktop and laptop, tablet and smartphone
– Full-featured mobile access to approval processes
– Offline access
– Control access points in the contract lifecycle with user rights and permissions
– Simple setup and administration
– Active directory support
– Seamless integration with Microsoft Office apps and Office 365
– Save documents immediately in M-Files without leaving the applications
– Integration with core business systems and applications