TreeINFO Contracts
With the standard TreeINFO for SharePoint solution, you can start efficiently creating and managing contract documents shortly after implementation. This solution is designed to cover your contract documentation needs.
Contract documentation management throughout the entire lifecycle
Encourage teamwork in developing, commenting on and approving contracts. Log versions, track changes and status of work in progress while managing access according to permissions. With alerts, maintain control of tasks and document status, such as contract expiration or revision. All this with our Contracts solution.
The foundation of the solution is Microsoft SharePoint technology and the TreeINFO for SharePoint application framework. It is supported on the following technologies: Microsoft SharePoint Server 2016, Microsoft SharePoint 2019, Microsoft SharePoint Subscription Edition, Microsoft Office 365 (SharePoint Online).
The foundation of the solution is Microsoft SharePoint technology and the TreeINFO for SharePoint application framework. It is supported on the following technologies: Microsoft SharePoint Server 2016, Microsoft SharePoint 2019, Microsoft SharePoint Subscription Edition, Microsoft Office 365 (SharePoint Online).
Promoting teamwork
Preparation of the contract
All preparation takes place in the workspace. The user uses the buttons to create a new contract file and fills in the form with descriptive data. The counterparties are listed in an overview table and contain basic company information. The number of counterparties is not limited. The user inserts related contractual documents into the contract file. The inserted documents automatically inherit the main descriptive data from the parent contract file. A shared workspace ensures that users work with one document and the current version when preparing and editing contract documents.
Commenting and approval
The commenting and approval processes use a custom workflow tool. The rules for creating tasks follow the settings in the workflow configuration matrix. Users receive an email notification for each task and the task appears in the user's task list on the home page of the application website. Completion of the task is accomplished via a form by selecting an outcome (e.g., Approve/Deny). The task form contains a link to the document to be approved. The process history is displayed on both the task form and the contract document form.
All preparation takes place in the workspace. The user uses the buttons to create a new contract file and fills in the form with descriptive data. The counterparties are listed in an overview table and contain basic company information. The number of counterparties is not limited. The user inserts related contractual documents into the contract file. The inserted documents automatically inherit the main descriptive data from the parent contract file. A shared workspace ensures that users work with one document and the current version when preparing and editing contract documents.
Commenting and approval
The commenting and approval processes use a custom workflow tool. The rules for creating tasks follow the settings in the workflow configuration matrix. Users receive an email notification for each task and the task appears in the user's task list on the home page of the application website. Completion of the task is accomplished via a form by selecting an outcome (e.g., Approve/Deny). The task form contains a link to the document to be approved. The process history is displayed on both the task form and the contract document form.
Tasks with warnings
Notifications of various actions and contract document statuses are set up in the system so that the user is notified by email of assigned tasks, the deadline for contract review and contract expiration.
Easy search
Users can search for contract documents by selected properties, for example for a specific company, by status or by validity. A special function located on the main page of the application allows easy filling of the required data in the form, after which it is enough to click on the "Search" button.
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