Contract Management Software
WORKFLOW

Configuration

The configuration of a workflow is intuitive and includes the use of template options, drag and drop layout and a provision for 3rd party access.

1. Route Information - Provide a contract workflow name and description.
2. Steps - Configure your workflow's route - They can be selected from a template step or created on demand. One can sequence the steps by simply dragging and dropping the step into the   appropriate sequence.
3. Step Name - Provide a name and description of the step information.
4. Delinquency - Identify how many days you provide the user to complete their step before a delinquency alert is triggered. Option to provide
5. Email Trigger - One can defined email notifications to be associated actions like step accepted or step rejected.
6. Users & Groups - Identify who is responsible and also includes option for 3rd party temporary secured access.

 

Contract Workflow Definition

Contract Guardian enables you to construct an unlimited number of workflows for your contract review, approvals and compliance requirements.

Contract Route Definition for Workflow

Step Details

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Benefits

• Provides an intuitive, graphical workflow designer to build contract review, approval and other process workflows
• Automates approvals, checklists and change management processes
• Monitors process efficiency and identifies improvement areas
• Delivers provision for 3rd party access with complete security and compliance
• Journals all actions at every step of the flow
• Automates notification without flooding the user with email
• Delivers a managerial view of all workflows in their various stages with an individual calendar view