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Contract Management for SharePoint M365

Organise your digital contract management and keep track of all deadlines.

  • Manage all contracts over the entire life cycle
  • Integrated workflow and permission management
  • Audit-proof archiving
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Municipality of Opwijk (Belgium)

We replaced our old contract system with Shareflex Contract Online to provide our users with advanced contract management features in SharePoint Online.

Contract Management SharePoint – All contracts in one place

Our Contract management software and its integrated modules, allow you to manage your contracts securely and efficiently throughout their entire lifecycle. The pre-configured standard application for professional contract management can be deployed in minutes and integrates seamlessly with Microsoft 365 and your existing SharePoint environment. It can also be easily customised to meet your company’s specific needs. This gives you maximum flexibility – without any additional programming. All contract documents are stored in your own M365 tenant, giving you the freedom to integrate additional M365 services with the contract system—such as backup, data security, reporting, Power Apps, Copilot AI, Purview, MFA, AppSource, to name a few. The contract management Software for SharePoint can also be tailored by us to meet your specific needs.

Benefits of Contract Management Software on SharePoint

The main benefits of Lialis Contract Software on SharePoint Online and M365:
  • All your contract data is securely stored in your own M365 tenant in the M365 cloud.
  • Full integration with MS Office (Word/Outlook) without storing files on local PCs or network drives.
  • All M365 features are available, such as backup, MFA, document encryption—everything from the Microsoft cloud.
  • Copilot AI can be optionally purchased from Microsoft for €330 per user per year.
  • Single sign-on for MS Office, Outlook, and the SharePoint Contract Software.
  • Complete version history of all data, including viewing, restoring, and downloading old versions.
  • If you terminate the SaaS contract with Lialis, all your data remains available on your SharePoint and can still be viewed and exported. However, you will not be able to create contract documents.

Microsoft 365

Contract Management work revolves around Word and PDF documents, making it logical to store them in SharePoint for perfect integration with MS Office 365. With M365 Cloud, you are at the forefront of IT, as Microsoft is a leader in office automation. Our contract software is installed on your own M365 SharePoint Online tenant. The benefits are numerous:

Security

  • Advanced Security: Your data is protected with the latest security measures from Microsoft.
  • Full Control: You have complete control over your own data and who has access.
  • Local Storage is a Thing of the Past: Storing files on your PC is a thing of the past.

Integration

  • Seamless Integration: Perfect integration with Microsoft Word and other M365 applications for a smooth workflow.
  • Easy Access: Work anywhere and anytime using just a browser, with no additional software installations.
  • Support for Many M365 Features: All M365 features you wish to utilize are automatically supported, including Syntex, backup, Purview, Copilot, Power BI, MFA, Entra ID, and more.

Backup

Automatic Backups: Your data is automatically backed up by Microsoft, so no more worries about data loss.

Compliance

  • Compliance: Meets the highest standards for privacy and compliance, allowing you to work with confidence.

Audit Trail

  • Complete Insight: Full visibility into all changes to cases and documents, ensuring transparency and accountability.

Scalability

  • Scalability: Easily adapts to your growing needs without complex infrastructure.

Microsoft AI Copilot

When the organization is licensed for Microsoft 365 Copilot, they can fully integrate Copilot into their
Shareflex QMS solution. This enables users to seamlessly enhance productivity by utilizing advanced AI
capabilities directly within their Shareflex applications.

Contract Creation

  • User-friendly interface
  • Convenient contract capture
  • Microsoft Office Template Management
  • Automated contract creation from metadata, external databases / ERP systems
  • Optional use of text modules / boilerplates

Contract Management

  • Dates & Deadlines
  • Email notification
  • Automatic due date calculation
  • Creation of contractual relationships
  • Flexible metadata and full text search
  • Integrated document management
  • Permissions management
  • Business partner management

Processes and Workflows

  • Rules-based and ad-hoc workflows
  • Graphical workflow designer
  • Contract release and approval processes
  • Automatic update of cancellation dates

Scan & Detect

Shareflex Contract AI Services provides organizations with a powerful tool to automate contract analysis, improve compliance, and drive operational efficiency.

 

ERP Connectors & Integrations

  • Contract files in Outlook
  • ERP integration (SAP, AFAS, Microsoft Dynamics (365), …)
  • Integration with Microsoft Teams
  • Master data reconciliation
  • Third party integration

Permissions

  • Individual permissions configurable via rules engine
  • Subsequent updates of existing documents with admin functions
  • Easy display of permissions

Audit trail

  • Complete history of all versions, workflows, tasks etc. of a contract record
  • History of changes to a document
  • Stable link to managed documents
  • Use of easily customisable master data for document classification
  • Ability to reorganise documents using admin jobs, e.g. when department names change

Analysis & Reporting

  • Flexible reports on all metadata
  • Excel export
  • Graphical reports with Power BI

Archiving

  • Long-term secure storage with Microsoft 365 capabilities
  • Ability to convert documents to PDF/A
  • GoBD-compliant, audit-proof archiving
  • Configuration via Microsoft Purview
  • Process documentation possible

Contract Management demo

This demo provides an introduction and general overview of SharePoint Contract, the contract management solution based on Microsoft 365 and SharePoint. We show you the main features and give you a first impression of the software’s user-friendly interface. But it’s best to see for yourself!

Start demo

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