Articles
Current and informative content about Shareflex, SharePoint and Microsoft 365.
One contract environment for all countries and divisions, with All contracts and All documents overviews that show each user only his own contracts. How Shareflex links Entra groups to divisions – designed in Excel.
AI agents that check invoices, compare document revisions and prepare approvals – inside a Shareflex workflow that keeps people in charge. Where agentic workflows in SharePoint are heading.
A fleet management app of more than ten years old, rebuilt on modern Shareflex patterns with an AI coding agent: 22 lists, 5 rules, two languages. What worked – and why expertise matters more than code.
Ask your contracts questions with SharePoint agents in Shareflex Contract: per contract file, per contract type or across your whole portfolio – and the limits to know before you start.
Type “all framework contracts expiring in the next 90 days” and get a normal, filtered list. Or describe a new contract and let AI fill in the form. Shareflex Forms AI explained.
The more important AI becomes, the more important structured, protected and controlled information becomes. Why good document management is the foundation for trustworthy AI.
Three AI tools for Shareflex users, three simple questions to choose: is it about a document, about information, or about Shareflex itself?
Shareflex moves to a New Core Infrastructure and the old SharePoint event receivers disappear in July 2027. What changes, what it means for your customizing, and how the upgrade works.
A reminder is not a decision. With scheduled workflows in Shareflex Contract, the notice date starts a task that ends in a recorded decision: cancel or extend.
How a Shareflex Rules event receiver and a small Azure Function with pdf-lib stamp a header with document metadata and a clickable link into every page of a PDF in SharePoint. With code.
Manage and approve documents in Shareflex Document Control and let ISOPlanner link to the valid version automatically: metadata, one approver, a publication workflow and a shadow library in SharePoint.
How we built two SharePoint contract management apps with Shareflex – one for sales contracts and one for purchase contracts – with renewal deadlines, contractual values, recurring obligations, supplier risk and smart notifications.
How we build Shareflex solutions on SharePoint: a local project based on the Portal Systems standard, code written by Claude in Visual Studio Code, upload with Shareflex Code (Shift+Alt+U) and Shareflex Provisioning doing the rest.
How we turn a customer’s needs into tailor-made contract management in SharePoint: listen, design together in one workbook, build in fixed-price phases and validate after every step. A Belgian case.
Send contracts for signature with Oodrive Sign or DocuSign straight from SharePoint: agreement plus attachments, CC recipients, automatic follow-up and a PDF Sign report as audit trail.
Drop a signed contract PDF in SharePoint and AI extracts the contract data, checks it against your own data and prepares it for one-click approval. What the AI PDF scan in Shareflex does and what it delivers.
How we built Copy Contract for a SharePoint contract management module on Shareflex: validation first, generic field copy, server-side document copy, audit log and safe undo. With real TypeScript code.
SharePoint Intranet Page with Shareflex Content using PnP Modern Search Objective The objective of this project is to create a modern SharePoint …
AI Chatbot for Shareflex Contracts using Azure OpenAI and Azure AI Search (vectors) Smart AI chatbot for Shareflex Contracts and documents, fully …
What is Shareflex QMS? Shareflex QMS (Quality Management System) is a SharePoint-based solution for managing controlled documents, processes, and workflows. It provides …
DocuSign Integration for SharePoint: the Shareflex DigitalSign API Introduction Digital transformation does not stop at contract and document processes. With the Shareflex …
AI-Powered Document Finder in Shareflex QMS The Shareflex QMS cockpit gives access to all approved quality documents. The list view includes powerful …
AI-Powered Contract Analysis in Shareflex Shareflex Contract is an excellent system for managing both incoming and outgoing contracts. In this post, we …
What’s a conditional access policy? Conditional access policies help organizations enhance security and compliance by allowing precise control over user authentication in …
What’s a Defender OAuth Apps policy? A Defender OAuth Apps policy in Microsoft Defender for Cloud Apps (formerly known as Microsoft Cloud …
Microsoft Copilot Shareflex – Chatbot All Shareflex ECM solutions include a document preview pane located on the right side of the screen, …
Shareflex Outlook Shareflex Outlook is a powerful Outlook add-in designed to enhance your Microsoft Outlook experience by seamlessly integrating with Shareflex’s Enterprise …
Introduction to Shareflex Contract AI Services (Microsoft) In today’s fast-paced business environment, managing contracts efficiently is crucial for maintaining compliance and maximizing …
The future of the Shareflex Forms Designer In our default project for clients, we customize ready-made Portal Systems Shareflex solutions like QMS …
User Manual Shareflex Law Practice Software Shareflex® Law Practice for SharePoint Online is a legal case file management system for lawyers that …
