ContractExpress NDA for SharePoint Datasheet

A solution that delivers discrete value and benefits across the organization. For Sales management it offers decreased time to transactions. For Legal and Compliance management, it reduces risk and provides auditable certainty around the confidentiality obligations entered into by the organization, its business partners and customers.
ContractExpress NDA for SharePoint has been developed with some of the world’s leading IP centric businesses to deliver all the functionality needed to manage non-disclosure and confidentiality documentation through its lifecycle. It enables business users to automatically generate NDAs of any complexity on a self-service basis. The system determines whether the other party is a new entity or existing obligations are already in place. A sophisticated data driven document assembly engine verifies whether the terms of the NDAs meet business, legal and compliance standards. Depending on the outcome in-built, configurable workflows ensure that all NDAs follow the appropriate approval and sign off processes. Once executed all NDAs are committed to a searchable database, providing a reliable and comprehensive audit trail of all activity.

ContractExpress NDA for SharePoint is a solution for Windows SharePoint Services (WSS) and the Microsoft Office SharePoint Server (MOSS) systems. It is deployed on a Windows Server platform and utilizes Microsoft SQL Server at the data layer. The user interface is provided entirely through SharePoint web pages, making the solution easy to customise and deploy.

Integration with other line of business systems, such as ERP, CRM and Content Management Systems are provided by the MOSS Business Data Catalogue (BDC). Security, user roles and profiles and data management features are provided using standard SharePoint functions.

Below: Illustration of generic business workflow

Automated assembly of contracts and associated documents is provided by a unique and patented document assembly engine. Business users can create configurable NDAs without requiring involvement by a lawyer in the Legal department. Unlike the document creation features of contract management and other systems, business users are not required to make legal decisions when creating a new NDA. Templates are created by content area specialists who define the variations of clauses within an NDA. ContractExpress NDA for SharePoint then presents users with business centric questions, concealing the complex legal language of the document to be produced. The document assembly engine ensures that the appropriate pre-approved clauses and data are inserted into the assembled NDA.

The ContractExpress NDA for SharePoint workflow component determines if the NDA request is standard or non standard by applying business rules to the document data. If the NDA is standard then the business user can access the contract and send it on to the other party for signature. If the workflow component determines that the request requires approval, an approval task item is automatically created and routed to the Legal team for approval. These approval workflows ensure that Legal specialists and commercial managers are utilized only for the exceptions rather than every NDA request. The business rules which define a standard document are configurable, as are the groups of users required to approve the NDA.

ContractExpress NDA for SharePoint gives contract administrators an overview of pending requests and completed NDAs. All documents within the system can be viewed by type, originator, customer or any other data element captured during the creation and execution of the contract. By leveraging Microsoft SharePoint as the central document repository, administrators and users can create alerts to receive emails when NDAs are completed or hit key post execution events. Out of the box integration with Microsoft Excel enables contract administrators and senior managers to view management reports on key data elements of all NDAs.

ContractExpress for SharePoint is an enterprise class software platform optimized for self-service creation, business approval, storage and management reporting of revenue generating contracts and legal agreements. It is highly configurable to perfectly map onto the business processes of an organization. The solution delivers discrete value and benefits across the organization. For Sales management it offers Revenue Acceleration and decreased time to contract. For Financial and Compliance management it provides guaranteed compliance with policy and revenue certainty. For Legal management it lowers risk and reduces legal spend.

Below: The ContractExpress NDA for SharePoint home page displays NDAs at various stages in the contract lifecycle. Administrative and management functions are available from the menu on the left side of the screen.