Storing contracts and related documents in an external repository (SharePoint or any other DMS) demands control over their placement. Weagree’s existing SharePoint integration has been upgraded to provide full control over the SharePoint site and over the folder structure for storage. Every customer uses SharePoint or DMS differently (even across the internal organisation) and Weagree supports it all.
For different scenarios, admins can choose default SharePoint-sites and define default paths (folder and subfolder names) for files created or managed through the Weagree Wizard. This flexibility applies at each of the various contract levels: contract creation, CLM and entity management. It is even possible for admins to deviate from the portal-wide defaults for contracts and projects on an individual (project-)template basis. Paths (folder names) may use Weagree-variables (e.g. the name of the user group, counterparty shortname or template).
Weagree’s powerful integration fully supports syncing at any time, permitting SharePoint users to add files to the site and Weagree users to make sure both that the contract repository contains the relevant files and that all relevant files in Weagree are available on SharePoint as well.
