In addition to drag-and-drop upload files to Weagree’s CLM and other end-to-end contracting functionality, we are introducing email to CLM: the option for end-users to forward emails with any attached contracts and contract-related documentation into our contract management. The email with attachments will automatically be matched to the right customer, end-user and contract file to which the attached-forwarded contract relates. The email will as much as practicable be handled automatically, and provide the end-user with tooling to monitor or validate the file import.
The email text forwarded to Weagree can also be included in the Communications thread stored alongside the contract, regardless of whether the mail contained an attachment.
The functionality will also apply to Weagree’s entity management, contract negotiation versioning (internal DMS), automated contract review. Note that it is based on the same technology that was already in place for all e-signing integrations. Moreover, Weagree’s application error and development ticketing system, developed by our programmers, already provided for this advanced email attachments-handling. It is therefore mature and perfectly safe to use.
