M-Files for Pharma - FTS

Microsoft Partner of the Year 2023 for Bulgaria. Learn more


M-Files for Pharma

A pharma-backed solution for process automation and document management.

Act upon your everyday tasks, don’t think about customizing processes – we have you covered.

Short Overview

  • Make it faster and easier for employees to access, collaborate and monitor contracts

Approve, track and view contracts through any related information objects on any device. M-Files ensures that the 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.

  • Streamline your healthcare personnel management

Manage collaboration with healthcare professionals and organizations typical for a pharmaceutical marketing strategy. Plan, engage and pay for your HCP activities with temporary speakers. Create business rules which route tasks between people for registration of speakers, calculation of the grade and hourly rate, approval of costs for promotional and educational events.

  • Easily manage sponsorship programs

Create standardized templates for payment requests approval within your funding support programs. Register a planned budget for a specific program, and automated and trackable workflows will reduce the length of approval cycles for research and educational grants, donations, sponsorships or corporate memberships.

Benefits You Will Get

Eased collaborative work with documents

  • Employees work with the latest contract version for approval

  • Collaboration tools speed up the negotiation process

  • Easy content sharing with external parties

Accelerated contract-related processes

  • Automated control of contract approval

  • Simplified review and approval cycles without bottlenecks

  • Reduced length of approval cycles

Reduced bottom-line costs

  • Mandatory expense authorization

  • Automated budget verification

Pre-configured processes for Pharma vertical

  • HCP/ HCO management

  • Sponsorships, donations, and grants management

  • Registration of medical drugs

Full corporate compliance

  • Document templates and processes in accordance with the corporate standards

  • Complete history of actions and approvals

  • Automated control of processes

Improved expense control

  • Automated control of expense approval

  • More control points and rules


Approval Workflows

– Set up any approval process for contracts and payment documents

– Create assignments for reviewers and approval requests with notifications

– Use electronic signature to approve and sign the contract

Contract Milestones and Obligations

– 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

Approval History and Version Tracking

– View approval history with contract versions, participants, actions, approval duration

– Full audit trail available

– Roll back to previous versions


– 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

Dynamic Views

– Find contracts quickly with dynamic views

– Create personal views to instantly access the most used document types

Mobile and Remote Access

– Access from desktop and laptop, tablet and smartphone, offline access

– Full-featured mobile access to approval processes

Information on Health Professionals Speakers

– Register detailed information on external speakers for further collaboration

– Control required papers and consent to process personal data

– Once the data entered, calculate grades and ratings of HC professionals automatically

Sponsorships Approval

– Register requests for a grant, sponsorship, donation with detailed budget lines

– Collect required document packages for approvement and check their completeness

– Set up approval processes and view the history of approvals

Integration Capabilities

– Seamless integration with Microsoft Office apps and Office 365

– Save documents immediately in M-Files without leaving the applications

– Integrate with core business systems and applications as ERP, CRM, content management systems and repositories, BI, etc.

Let's see M-Files for Pharma in action!

Try a Demo