Data Entry Tabs / Fields & Contract Documents
(The following is a full list of the options you have as standard)
Contract Header
- System generated contract unique identifier (ID)
- Associated Contract (associate a contract to multiple other contracts)
- Contract Name
- Classification
- Country
- Office
- Cost Centre
- Comments
Document(s) & Attachments
- Store all your precedent contracts
- Upload contact document in any file format including Word, excel, pdf, image
- Upload additional contract documents against the same contract record
- Extract text from scanned image documents using Web OCR
- Save URL Links to internal/external systems and/or repositories
- Contract Type (Flat or Hierarchical)
- Search and tag contract records to other contracts
Parties & Contacts
- Their Entity
- Our Entity
- Additional Parties
- Theirs
- Ours
- Team Members
- Theirs
- Ours
Dates and Notifications
- Term Type
- Starting Date
- Effective Date (and associated prior warning date plus email alert)
- Notice Date (and associated prior warning date plus email alert)
- End / Termination Date (and associated prior warning date plus email alert)
- Additional Dates
- Annual Review Alert
Commercials
- Contract Currency
- Document Annual Value Status
- Reporting Annual Value Status
- Payment Terms (period)
- Payment Schedule (arrears or advance)
- Payment Terms (notes)
Compliance
- Create Your tailored hierarchy of contract provisions to track (maximum of 10), for example;
- FCPA
- Bribery Act
- Modern Slavery Act
- Data Protection Act
- Consequential loss
- Indemnities
- Reps & Warranties
- Penalties
- Using your T&Cs
- Using 3rdParty T&Cs
Contract Document Search
- Open up your contract documents in your default application enabling free text search of each contract document
Contract Archive List & Reporting
- View, add, edit, delete all contract documents & contract data
- Column filtering, full text search, highlighted search
- Add, remove, reposition, group columns
- View variance
- Export as a report to csv, excel, image, pdf, html
- Advanced query builder
Dashboard Reporting
- Strategic Overview Dashboard
- Notice & Termination Dashboard
- Compliance Dashboard
- Team Overview Dashboard
- Export dashboards/dashboard items to csv, excel, image, pdf.
Email Alert & Notifications
- Ability to send email alerts and notify team members in advance of key dates including effective start date, renewal notice dates and termination dates.
Security
- Secure HTTPS connection
- Integrated User, Role and Object Permissions
- Option for IP security (access to the application from the internal IP addresses only)
- Audit Trial
Ticket Logging
- Users logging of support tickets on-line 24 x7 from our online support page