Flexible Contract Management System
Flexible Contract Management System
Laserfiche
A Contract Management Process built for Intake Specialists that dynamically establishes who to route contract approvals to while utilizing a set of general contract information to prefill any contract template loaded into it by the process designer.
Free
A Contract Management Process built for Intake Specialists that dynamically establishes who to route contract approvals to while utilizing a set of general contract information to prefill any contract template loaded into it by the process designer.
Get a Demo
Description
This system was designed by Laserfiche to meet more flexible needs than our standard Contract Management System template and our customer-contributed Contract Approval Process template. The Flexible Contract Management System allows for a process designer to add any contract that they would like and to use the base contract in the template to customize the fields desired to be automatically populated by a Laserfiche form. One business process can support multiple different contract templates resulting in one simple, easy-to-use form to initiate new contracts internally. Then an Intake Specialist can receive the various requests and customize the review process tailored to different approval needs, dynamically changing the number of approvers, who is approving, and in what order. The process is simplified to these steps: - Contract Intake Form Submission - Contract Intake Specialist Review - Pre-legal Approval - Legal Review - Post-legal Approval - Optional Signing and Archival
Participants
Approvers: Any Laserfiche-authenticated user can support the CMS forms process as an approver. Access to the repository is governed by the Managers and Staff.
Managers: Higher privilege users that have manager access to the process and secure contracts.
Staff: Basic users that will interact with the process at any point, but do not have manager access (they facilitate the process, and see secure contracts)
Additional Considerations
Forms Professional: This solution is only available for Forms Professional users.
Categories
Legal
Platforms
Cloud Template Content
Business Process1
Self-Hosted Template Content
Forms1
Laserfiche is the leading global provider of intelligent content management and business process automation. The Laserfiche® platform enables organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche® to boost productivity, scale their business and deliver digital-first customer experiences.
Categories
Legal
Platforms
Cloud Template Content
Business Process1
Self-Hosted Template Content
Forms1
CREATE YOUR OWN TEMPLATE
Submit a Solution Template
You can submit your own solutions to be shared on the Laserfiche Solution Marketplace. Share your best business processes, workflows, and more!