Articles
Current and informative content about Shareflex, SharePoint and Microsoft 365.
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.
How we built PDF Sign for SharePoint contract management on Shareflex: send a PDF for signature with Oodrive Sign or DocuSign, track status and store the signed PDF and certificate with the contract. With real TypeScript code.
How we built an AI PDF scan for SharePoint contract management on Shareflex: Azure AI Document Intelligence, an Azure OpenAI schema generated from SharePoint, exact matching, human review and one-click approval. With real TypeScript code.
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 …
Disaster Recovery Shareflex App with Microsoft 365 Backup The goal is to see how well M365 backup can restore a Shareflex application, …
Protect the content in a Shareflex application Goal Our goal is to protect a SharePoint Online Shareflex application, such as Contract Management, …
Shareflex integration with Microsoft Purview The goal is to protect documents (Word, Excel, PowerPoint) in a SharePoint Online (SPO) Shareflex solution (like …
Inheriting Shareflex Metadata Values into Word Documents In the Shareflex solution Document Control (QMS), it’s possible to sync QM record metadata automatically …
AutoCAD integration of DWG files in Shareflex DMS AutoCAD is a desktop application for editing DWG files (drawings). At the client’s request, …
NitroPro integration of PDF documents in Shareflex DMS NitroPro is a desktop application for PDF editing and signing. At the client’s request, …
Administration Manual Document Control Shareflex Quality Documents SharePoint is a pre-configured, ready-to-use Microsoft 365 SharePoint Online Quality Document Management system. It facilitates …
DMS versus QMS: Document Management vs Document Control There is an essential difference between document management (DMS) and document control (QMS) Document …
End User Manual Document Management We provide two types of document management applications: Shareflex Document Control. This is a comprehensive, strictly controlled …
Risk management, cybersecurity, document management, NIS2, how do these relate? Cybercrime worldwide and in the Netherlands. The NIS2 (Network and Information Security) directive …
User Manual Contract Management Shareflex Contract Management is a preconfigured ready-to-use Microsoft 365 SharePoint Online Contract Management system. It allows you to …
Purpose of Shareflex: a High-Level Introduction Shareflex is a platform created by Portal Systems that enhances Microsoft 365 and SharePoint Online with …
