While the term “SharePoint” can refer to several different SharePoint products or technologies, the idea of the product as a whole is simple. With only a web browser, SharePoint can be used as a secure place to store, organize, share, and access information from almost any device. Coupled with a document automation system, a SharePoint environment will allow your documents to pass through workflows and route for approvals based on various factors—such as duration of the agreement or total cost. This provides many noticeable benefits, most notably in compliance and time savings.
Documents Pass Through Workflows Digitally Simultaneously
Have you ever needed a document to be reviewed by four or five (or even more) teams? How cumbersome can such a task be if the documents need to be manually dropped off and picked up, team by team, until each team has reviewed them? SharePoint eliminates these manual handoffs, allowing multiple teams to review the documents simultaneously and, of course, digitally. Digitally simultaneously—say that five times fast!
Manage Contracts Through SharePoint
Linking a document automation system with SharePoint content management enables law firms and corporations to deliver collaborative contract creation and drafting solutions to clients or business users. For firms or businesses that already deploy SharePoint as their preferred technology platform for applications, a document automation system is the natural choice for boosting contract management workflows.
Integrate with DocuSign
As previously discussed, combining DocuSign and a document automation system can immediately provide remarkable benefits. When used for contract creation and contract management with SharePoint, you can further streamline your process, allowing for a completely digital contract automation solution, without any need for printing, signing, or scanning documents.
Approvals as Easy as Dragging and Dropping
When integrated with a document automation system, such as Contract Express, the approval process can be a rule-based engine which determines if newly completed requests require approval. Both approval and compliance data are configured in an underlying template, and the approval process ensures both completion and compliance, prior to making the documents available to the requestor.
Housing your firm’s document automation system in a SharePoint environment provides for a robust and complete digital solution for contract and document management. This powerful combination can both ensure compliance and save time, as well as provide many more business process automation benefits. To learn more about integrating SharePoint with a document automation system, get in touch with one of our expert consultants today.
