Storing contracts and related documents in an external repository (SharePoint or any other DMS) demands control over their placement. Weagree’s existing SharePoint integration will be upgraded to provide authorised users more flexibility and 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.
Authorised users and admins will be able to define the default SharePoint-sites and default path (folder and subfolder names) for files created or managed through the Weagree Wizard. The flexibility will apply at the various contract levels: contract creation vs. CLM vs. entity management-related files; user profile rights; transaction or project-related files, individual contract-level, as well as any individual file in the repository of a contract entry. Paths (folder names) may use Weagree-variables (e.g. the name of the user group, counterparty shortname or template).
The added flexibility includes intuitive options to repair incorrectly stored contract files, or to postpone storage (e.g. if the SharePoint-site is not yet available for the end-user). Weagree’s integration is powerful, where it enables syncing (already): permitting SharePoint-members to add files on the site and Weagreeu-users to make sure the contract repository contains the relevant files.