An experienced contract management system — the most established in the country, in a new and improved version!

Set reminders for each important date, and receive a daily notification of all open issues, with a link to the contract in the system

report execution to stop messages; Register interim reports that everyone can see

Share progress and status with others

• A category tree is used to navigate between the types of contracts
• For each type of contract, a table whose structure is user-defined is displayed; You can switch between different “views” to immediately view what is important.
• The same table allows a quick search.
• You can also easily build advanced queries, save/load them, and generate reports from them

• Repeatedly produce contract documents of a similar structure, easily and without omissions – merge their data, entered in electronic forms, with Word templates.
• Create complex Word documents without opening Word.
• Create PDF from Word and send for electronic signatures.
• Advanced capabilities: for example – transfer to the B side for corrections and load a final version to continue the process…

• Define signing processes for contracts easily by setting signature locations within a Word template!
• Send a signature request by clicking a button, to one signer or multiple signers…
• Ask the signatories to attach proof of identity.
• Advanced capabilities: make a round of changes to the contract and send a final agreed version for signatures; Scan documents that have been manually signed outside the organization, and transfer them to an internal electronic signature…

System scans all contracts every morning, finding those whose expiration date has passed.

If the contract has an automatic-extension defined (and the terms allow such an extension; for example, this is not the fifth extension when it is defined that there are a maximum of 4 extensions) – the system “moves” the end date to the date appropriate for the current extension, and leaves the contract status as “active” (with the option to define a unique status for “active after extension” that is different from the regular “active”)

If the contract has an “option for extension” defined, and the system detects that the conditions for exercising the option have been reported, the system “moves” the end date to the date appropriate for exercising the current option, and leaves the contract status as “active”

If none of the above is defined for the contract, the system changes its status to “expired”

All of the status names specified above are “flexible” and can be defined differently for each installation. In addition, follow-up processes related to a status change are automatically activated (for example, creating an automatic alert to the party The person in charge…)

• You can define (at system setup) what the stations (statuses) of each item category are, and what the permitted “actions” for moving between them are; the system blocks illegal actions.
• The status of each record is displayed prominently, and can appear in the tabular views of the main screen.
• Changing a record’s status – at the click of a button, including viewing the full status-change history.
• You can define who is allowed to perform certain “actions” (and even link such a permission to a “role-holder” defined ad-hoc at the item level)
• Additional advanced capabilities: you can set a default status per item type, a status to which an item moves immediately upon receiving an electronic signature, statuses considered “archive” (whose items are hidden by default), statuses that lock records against certain actions, etc…

• You define permissions once for each item type – and get automatic mapping between new records and employees, though the “owner” of a record can change its list of authorized users.
• The module is based on “permission groups” with diverse attributes, and their mapping to item types.
• For example, you can define that a certain item type is mapped to all system users with read-only permission, but grants all legal-department employees full edit permission. This way, every new record of this type automatically grants edit permission to its creator (its “owner”) and to all legal-department employees, while all other employees may view it without editing…
• An example of “permission group” attributes: a group that includes the record’s “owner”, their direct manager, and all managers up the hierarchy (the managers of the direct manager).
• To each group you can also add employees by name, by role, and by organizational unit.
• You can map each “permission group” to a variety of permissions, for example: adding a record, editing, viewing, creating a document, electronic signing, deleting…

• The “form builder” is used for fast and intuitive setup of forms – by dragging and resizing fields, dividing into chapters (including using “shared” chapters – identical across different form types), choosing a design (skin), and setting advanced field properties such as default values, calculation formulas, display/hide conditions,…
• The “view builder” lets you define alternating views for the main screen of each item type.
• To the document generator you can connect WORD documents you easily created with textual “placeholders”.
• For electronic signatures, you add a “signature line” to that same WORD file
• On the main screen you can save and reload “searches” you have run.
• With the reports module, you can create reusable report templates
• With the process-management module, you can define status maps and automations that occur when a status changes
• With the “advanced permissions” module, you can define permission groups and map them to the different item types

• Many contracts contain benefits obtained through hard negotiation, and many of them “have an expiration date”
• “Mines” are also hidden in contracts – they must be dealt with before the set deadline
• The alerts mechanism makes it possible to realize benefits and handle risks in time – with a daily email of open issues, interim reports that everyone sees, marking parties “for action” and “for information”, and other advanced capabilities

Organizations that repeatedly duplicate contracts of a similar structure can create new contracts quickly and without omissions, from organized and intuitive electronic forms.

There is no need to copy documents and replace their content, there is no risk of omitting information, there is no need to do manual editing in Word, and even junior employees can be allowed to do it in the system.

Manage both intra-organizational approval rounds and electronic signing, inside and outside the organization.

• The signing mechanism offers advanced capabilities such as multiple signers, requiring identification documents, automatic detection of the signature location in the document, and more
• The approval round is managed through an advanced status mechanism, with the option to define permitted stages and transitions, automatic alerts to stakeholders, escalation with standard times, etc.

Cloud service, in Hebrew – access from anywhere and at any time, including a display adapted to the mobile phone, with real Hebrew

The system comes out-of-the-box with a large variety of useful forms, but if you need others – you can easily build them yourself, or copy and paste from other systems.

Ease of use means you can get to work right away

• Contract document generator – type data in the form and create a document
• Certificate management system including electronic signatures
• Multiple alerts for each date, with multiple recipients, automatic update when the date changes, interim reports, assignment of responsibility
• Advanced access management based on role/organizational unit

Different organizations have vastly different requirements, and different levels of complexity for each of them.

The system allows you to choose only what you need, and the exact level of complexity for it.

The user interface automatically adapts itself to the selected modules – and keeps it simple

For each type of form it is possible to determine who is allowed to view the data of the contract created from it

The determination can be denominated, position-based, organizational unit, management relationship, etc.

• The main screen displays a “tree of categories and form types” for easy navigation (with the option to show the same form type under several different categories)
• Each form type has a tabular view selectable from a collection of “alternating views” – each showing only the columns important to a certain topic (“validity data”, “insurance and guarantees”,…); no need to “open” each record separately…
• Type text for a quick search
• Create a “query” for a more complex, condition-based search (all the reports sent to a certain client in a certain year). The query can be saved with a name, and then easily reloaded.

• For each form type, the system lets you create two “synchronized views”, one for the computer and one for mobile. They always contain the same fields and tables, but you can set a different position for each field. If, for example, one row displays 3 fields in the computer view, you can display the same ones across two rows on mobile
• The system lets you define different “alternating views” for computer and mobile – thus displaying only the essential columns on mobile, to avoid the need to scroll left and right
• The mobile menu shows a more compact and convenient view – only records and alerts. All the management screens appear only on the computer…
• Uploading an image is possible via the camera and the gallery.

The system helps improve the efficiency and reliability of all contractual activity, taking advantage of its core functionality – a central database with organized displays, sharing, alerts, creating documents, signing, etc.

Efficiency is rewarding – employees just love to do more when they feel their time isn’t being wasted!

You will never forget what you have to do: there is no need to check every day what the open issues are and be afraid of missing which ones – every date of every contract managed in the system can be “marked” with an “alert”, and as soon as it is – you can forget about it.

The system will remind you every day about relevant topics, and will not stop reminding you until you report on execution.

Every aspect of the system is designed to save you time, so you can do more for your business:

• Cloud service with mobile display support – accessible anywhere
• Well organized forms – fast data entry and clear display of complex information
• Query and report builder – find everything quickly; Show clearly.
• Document generator – create complex contract documents quickly and without omissions.
• Get signed documents at the click of a button