www.contractexperience.com Open in urlscan Pro
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Submitted URL:
http://www.contractexperience.com/
Effective URL:
https://www.contractexperience.com/
Submission: On November 05 via manual (November 5th 2024, 3:01:43 pm UTC) from CA — Scanned from IT

Form analysis
2 forms found in the DOM

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  <div class="w-commerce-commercecartfooter">
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      <div>Subtotal:</div>
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        class="w-commerce-commercecartordervalue cart-price"></div>
    </div>
    <div>
      <div data-node-type="commerce-cart-quick-checkout-actions" style="display:none">
        <a role="button" tabindex="0" aria-haspopup="dialog" aria-label="Apple Pay" data-node-type="commerce-cart-apple-pay-button" style="background-image:-webkit-named-image(apple-pay-logo-white);background-size:100% 50%;background-position:50% 50%;background-repeat:no-repeat" class="w-commerce-commercecartapplepaybutton apple-pay"><div></div></a><a role="button" tabindex="0" aria-haspopup="dialog" data-node-type="commerce-cart-quick-checkout-button" style="display:none" class="w-commerce-commercecartquickcheckoutbutton"><svg class="w-commerce-commercequickcheckoutgoogleicon" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="16" height="16" viewBox="0 0 16 16"><defs><polygon id="google-mark-a" points="0 .329 3.494 .329 3.494 7.649 0 7.649"></polygon><polygon id="google-mark-c" points=".894 0 13.169 0 13.169 6.443 .894 6.443"></polygon></defs><g fill="none" fill-rule="evenodd"><path fill="#4285F4" d="M10.5967,12.0469 L10.5967,14.0649 L13.1167,14.0649 C14.6047,12.6759 15.4577,10.6209 15.4577,8.1779 C15.4577,7.6339 15.4137,7.0889 15.3257,6.5559 L7.8887,6.5559 L7.8887,9.6329 L12.1507,9.6329 C11.9767,10.6119 11.4147,11.4899 10.5967,12.0469"></path><path fill="#34A853" d="M7.8887,16 C10.0137,16 11.8107,15.289 13.1147,14.067 C13.1147,14.066 13.1157,14.065 13.1167,14.064 L10.5967,12.047 C10.5877,12.053 10.5807,12.061 10.5727,12.067 C9.8607,12.556 8.9507,12.833 7.8887,12.833 C5.8577,12.833 4.1387,11.457 3.4937,9.605 L0.8747,9.605 L0.8747,11.648 C2.2197,14.319 4.9287,16 7.8887,16"></path><g transform="translate(0 4)"><mask id="google-mark-b" fill="#fff"><use xlink:href="#google-mark-a"></use></mask><path fill="#FBBC04" d="M3.4639,5.5337 C3.1369,4.5477 3.1359,3.4727 3.4609,2.4757 L3.4639,2.4777 C3.4679,2.4657 3.4749,2.4547 3.4789,2.4427 L3.4939,0.3287 L0.8939,0.3287 C0.8799,0.3577 0.8599,0.3827 0.8459,0.4117 C-0.2821,2.6667 -0.2821,5.3337 0.8459,7.5887 L0.8459,7.5997 C0.8549,7.6167 0.8659,7.6317 0.8749,7.6487 L3.4939,5.6057 C3.4849,5.5807 3.4729,5.5587 3.4639,5.5337" mask="url(#google-mark-b)"></path></g><mask id="google-mark-d" fill="#fff"><use xlink:href="#google-mark-c"></use></mask><path fill="#EA4335" d="M0.894,4.3291 L3.478,6.4431 C4.113,4.5611 5.843,3.1671 7.889,3.1671 C9.018,3.1451 10.102,3.5781 10.912,4.3671 L13.169,2.0781 C11.733,0.7231 9.85,-0.0219 7.889,0.0001 C4.941,0.0001 2.245,1.6791 0.894,4.3291" mask="url(#google-mark-d)"></path></g></svg><svg class="w-commerce-commercequickcheckoutmicrosofticon" xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16"><g fill="none" fill-rule="evenodd"><polygon fill="#F05022" points="7 7 1 7 1 1 7 1"></polygon><polygon fill="#7DB902" points="15 7 9 7 9 1 15 1"></polygon><polygon fill="#00A4EE" points="7 15 1 15 1 9 7 9"></polygon><polygon fill="#FFB700" points="15 15 9 15 9 9 15 9"></polygon></g></svg><div>Pay with browser.</div></a>
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      <a data-node-type="cart-checkout-button" href="/checkout" value="Continue to Checkout" class="w-commerce-commercecartcheckoutbutton primary-button full-width cart" data-loading-text="Hang Tight..." data-publishable-key="pk_live_5102Y7w2IrIPe1SDsCvtecfSlS8saAR2TrEDB3NwJQb3PoSAharaVFuIEfMnevcnwpZ35Rpnk97UCnha8KSjYlNsy00jL2ik2YU">Continue to Checkout</a>
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</form>

/search

<form action="/search" class="header-search-form w-form"><input class="search-input w-input" maxlength="256" name="query" placeholder="Search…" type="search" id="search-2" required=""><input type="submit" class="search-button-2 w-button"
    value="Search">
  <div class="search-form-link-wrap">
    <h1 class="heading-43">Quick Links</h1>
    <a data-w-id="0ee44353-20f4-b800-69a0-cf80ba3963c6" href="/" aria-current="page" class="quicklinks-header-list w-inline-block w--current"><div>Home</div></a><a href="/about" class="quicklinks-header-list w-inline-block"><div>About</div></a><a href="/pricing" class="quicklinks-header-list w-inline-block"><div>Pricing</div></a><a href="/resources" class="quicklinks-header-list w-inline-block"><div>Resources</div></a>
  </div>
</form>

Text Content

Create/Edit Contract
Mandatory/Optional (By Default)
Field Name
Field Description
Mandatory (auto generated/overridable) Contract Number Unique Number
(automatically generated by CMx based on Company Profile->Settings or overridden
by user while creating/editing the contract. Mandatory Contract Title Title of
the contract record. Mandatory Contract Type Type of the contract record.
Mandatory Contract Owner Owner of contract record. Optional Contracting Parties
Parties (Internal or External) Mandatory Effective Date Effective date of the
contract record. Optional Description Description of Contract record. Optional
Renewal Date

Renewal Date.

Date in which the contract record gets renewed. This can be any date when the
contract gets renewed.

Optional Contract Value

Contract Value

Amount represented in the contract which is agreed upon by parties as part of
the contract.

Payment details tab in Create/Edit Contract auto-deducts each payment from the
contract value and displays Remaining Balance in Create//Edit Contract → Payment
Details Tab.

Expiry Date Expiry Date

Expiry Date

Date in which the Contract gets expired. This is usually a future date from the
date at which the contract becomes active.

Optional Notification List

List of users who needs to be notified.

This can be internal or external users. For example, an email can be added to
notification list.

Optional Expiry Reminder

Reminder of expiration check box. Works only after selecting the expiry date
field value.

Checking this box (

After selecting expiry date field value) kicks in specific date reminders if a
specific date has be mentioned to alert prior to expiry. this is in addition to
the default 30,60,90 days prior expiration reminders.

Optional Contract Signers Signers of contract record. Optional Closeout Date
Closeout date of the contract. Usually the last “END” date of the contract
period. Optional Approval Workflow Workflow selected for the current record
Optional Stage

CLM Stage of the contract. Refer here:

https://www.contractexperience.com/resources/resources-main.html

Authoring, Review & Approval, Execution etc

Optional Status

Status of the contract record.

Active

Expired etc

Language Support

Currently CMx supports below languages as part of internationalization and
localization efforts, however, the goal is to support all available languages at
some point.

‍

if you think a language is missing in below list, let us know at
support@sysintellects.com and we will gladly add the language in the next
immediate release:

‍

Mandatory/Optional (By Default)
Field Name
Field Description
Mandatory (auto generated/overridable) Contract Number Unique Number
(automatically generated by CMx based on Company Profile->Settings or overridden
by user while creating/editing the contract. Mandatory Contract Title Title of
the contract record. Mandatory Contract Type Type of the contract record.
Mandatory Contract Owner Owner of contract record. Optional Contracting Parties
Parties (Internal or External) Mandatory Effective Date Effective date of the
contract record. Optional Description Description of Contract record. Optional
Renewal Date

Renewal Date.

Date in which the contract record gets renewed. This can be any date when the
contract gets renewed.

Optional Contract Value

Contract Value

Amount represented in the contract which is agreed upon by parties as part of
the contract.

Payment details tab in Create/Edit Contract auto-deducts each payment from the
contract value and displays Remaining Balance in Create//Edit Contract → Payment
Details Tab.

Expiry Date Expiry Date

Expiry Date

Date in which the Contract gets expired. This is usually a future date from the
date at which the contract becomes active.

Optional Notification List

List of users who needs to be notified.

This can be internal or external users. For example, an email can be added to
notification list.

Optional Expiry Reminder

Reminder of expiration check box. Works only after selecting the expiry date
field value.

Checking this box (

CLM Stage of the contract. Refer here:

https://www.contractexperience.com/resources/resources-main.html

Authoring, Review & Approval, Execution etc

Optional Status

Status of the contract record.

Active

Expired etc

‍

Custom SMTP Email - From Address

All the emails generated from CMx are by default with an email address named:
“noreply@sysintellects.com”

‍

As a CMx administrator who have access to Company Profile and Advanced
Configurations, there is an option to change that “noreply@sysintellects.com” to
your own company email by following below steps:

‍

Step 1: Request your IT team to Create a new (or use existing email) SMTP email
inbox for use by CMx . For example: contract-management@yourcompany.com . Make
sure your IT team provides you the configuration description values especially
the underlined ones.

‍

Step 2: Add below configurations to Company Profile → Advanced Configurations

‍

In Order to configure custom SMTP email - from address instead of using
“noreply@sysintellects.com” , Go to Company Profile → Advanced Configuration and
add below configurations with correct values.

‍

Renewal Date.

Date in which the contract record gets renewed. This can be any date when the
contract gets renewed.

Optional Contract Value

Contract Value

Amount represented in the contract which is agreed upon by parties as part of
the contract.

Payment details tab in Create/Edit Contract auto-deducts each payment from the
contract value and displays Remaining Balance in Create//Edit Contract → Payment
Details Tab.

Expiry Date Expiry Date

Expiry Date

Date in which the Contract gets expired. This is usually a future date from the
date at which the contract becomes active.

Optional Notification List

List of users who needs to be notified.

This can be internal or external users. For example, an email can be added to
notification list.

Optional Expiry Reminder

Reminder of expiration check box. Works only after selecting the expiry date
field value.

Checking this box (

CLM Stage of the contract. Refer here:

https://www.contractexperience.com/resources/resources-main.html

Authoring, Review & Approval, Execution etc

Optional Status

Status of the contract record.

Active

Expired etc

Manage Configurations

Goto Manage Configurations from Logout Menu and then Click on Create New
Configuration.

Following account level configurations are supported by CMx.

‍

Configuration Name/Key
Configuration Description/Value
CMx Behavior
cmx.default.currency

Any valid currency code

Eg:

USD

INR

AED

Create Contract Screen defaults to the currency code set in this value.

Default Currency in USD

cmx.default.date.formatmm-dd-yy

Default Date Format of CMx is US Date Format

For example 04-05-2018

Affected Screens:

Create Contract (Effective Date, Expiry Date, Milestone Dates)

Update Contract (Effective Date, Expiry Date, Milestone Dates)

Manage Contract (Effective Date and Expiry Date)

Advanced Search (Effective Date and Expiry Date)

Import Data Excel Template (Effective Date and Expiry Date)

dd-mm-yy

This date format sets CMx date format to be in UK format of dd-mm-yyyy

For ex: 21-05-2018

Affected Screens:

Create Contract (Effective Date, Expiry Date, Milestone Dates)

Update Contract (Effective Date, Expiry Date, Milestone Dates)

Manage Contract (Effective Date and Expiry Date)

Advanced Search (Effective Date and Expiry Date)

Import Data Excel Template (Effective Date and Expiry Date)

cmx.create.display.auto.generatetrueDisplays an "Auto Generate" button which
uses the selected type (contract template) and custom field values to generate
the contract while creating contract itself in one step. cmx.input.patternAny
String Value Eg: SQFCMx reads all key value data from an Excel file with input
pattern Example: SQF-Supplier-Form.xlsx that is shared with an external party
and makes those external party entered values available as custom fields that
can be used for contract document generation. cmx.office365.enabledtrueUse
Office 365 in addition to CMx default live editor
cmx.contract.documenttab.treeviewtrueFor enabling document view in hierarchical
tree/nested folder structure view in Create/Edit Contract
cmx.contract.number.editabletrueMakes contract number editable in edit contract
cmx.contract.template.collabera.editor.enabledtrueLive Editor in Contract
Template Page cmx.default.emailgroupyouremailgroup@yourdomain.comCC email for
receiving all electroSigned final signed copies.
cmx.blank.document.optionfalseHiding new blank document option from Generate
Contract options cmx.create.amendmenttrueAdd this option in manage
configurations to create quick and easy amendments to existing documents. This
feature provides an option to clone any existing documents of contract and then
make edits(amends) to them using the Live Editor. cmx.email.from.nameFor example
: Sysintellects LLCPreferred ORG Name for emails
cmx.create.contract.hidden.fieldsAny fields on create contract main fields other
than contract title and contract type , comma separated

Example value:

description,renewalDate,contractValue,expiryDate,notificationList,expiryReminder,contractSigners,closeoutdate,approvalworkflow,riskLevel,renewalTerm,autoRenewal,department,contractowner,stage,status,effectivedate,contractingparties,requests,contractnumber

cmx.manage.contract.display.custom.fieldsAny valid custom field names as comma
separated.

cmx.default.homepage.{RoleName}

Unknown macro: {RoleName}

= lower case role name with no white space

For example if user role name is Admin, the configuration is:

cmx.default.homepage.admin

Value:

Any of below values:

(1) Dashboard (default without this configuration)

/dashboard

(2) Calendar

/calendar

(3) Signature

/sendSignature

(4) Manage Contracts Default Page

Value = /manageContracts?target=showContractse

(5) Create Contract Default Page

/manageContracts?target=createContracts

(6) Manage Requests

/request?target=manageRequest

(7) Manage Contract Types

/contracttype?target=manageContractTypes

/customField?target=manageCustomField

(9) Manage Contract Templates

/contracttemplate?target=manageContractTemplates

(10) Manage Contracting Party

/contractingparty?target=manageContractingparty

(11) Manage Contracting Party Types

/contractingpartytype?target=manageContractingPartyTypes

(12) Manage Clause Library

/clauselibrary?target=manageClauseLibrary

(13) Manage Clause Category

/clausecategory?target=manageClauseCategory

(14) Manage Workflow

/workflow?target=manageWorkflow

(15) Import

/import?target=manageImport

(16) Import Status

/importstatus?target=manageImportStatus

(17) Export

/export?target=manageExport

(18) Reports

/contractanalytics?target=showContractAnalytics

(19) Audit Trail

/audittrail?target=showAuditTrail

(20) Company Profile

/companyprofile

(21) Manage Locations

/location?target=showLocationCreateDetails

(22) Manage Departments

/department?target=showDepartmentCreateDetails

(23) Manage Groups

/group?target=showManageGroups

(24) Manage Users

/controlpanel?target=staffAdmin

(25) Manage Role

/controlpanel?target=roleAdmin

(25) Manage Permission Scheme

/permissionscheme

On login , CMx redirects the user with the role to respective default home page
configured as value. cmx.electrosign.sendsigneddoctrueThis configuration is
required to send final signed pdf to one or more recipients in email after
signature. falseDisables the sending of email with final signed pdf after
signature. cmx.electrosign.date.tab.default.format

Format of date in electronic signature tab

MMMM DD, yyyy

Example: April 05, 2020

DD-MM-YYYY

Example: 31-05-2020

cmx.create.contract.hidden.contract.typesIn create/edit contract page , hide
certain contract types so that these are not visible for the user.

Example Configuration Description:

contract type1,contract type 2

cmx.create.contract.mandatory.fields

ContractingParties,Description,renewaldate,contractvalue,expirydate,notificationlist,contractsigners,

closeoutdate,approvalworkflow,stage,status,risklevel,requests,renewalterm

cmx.electrosign.default.email.sign.request.subjectChange the subject of
ElectroSign default message to all recipients

For Example:

Your Text - ${ContractNumber} ${ContractTitle}

‍

Contract Lifecycle Management (CLM) Stage and Status

CONTRACT STAGE AND STATUS

Status ID
Contract Status
Triggers (When Contract Status is changed?)
Contract CLM Stage
Description
500 Draft Creation of Contract using Create Contract User Click Authoring

New Contract document request has just arrived and starting to generate a
contract from the template or starting to create a contract document from
scratch.

In this status, the Contract Document is being drafted or prepared with all the
legal clauses in place.

501 Sent for Review & Approval Send for Internal Review & Approval Action Click
Review & Approval

Contract Authoring is complete and Contract is ready for internal review and
approval process. When the Contract is sent for Internal review, Stage is
changed to "Review & Approval" and Status is set to "Sent for Review & Approval"

502 Approved Internal Review & Approval Flow Completion by all persons in the
workflow Review & Approval

The contract is approved by all levels of approvers in the Approval Workflow
Steps. At this time, the approved Contract status is set to "Approved" and Stage
is "Review & Approval".

503 Sent for External Review Send for External Review Action Click Review &
Approval

The contract is sent for external review, for example to an external party who
is not already in CMx users list. At this time Contract Status is set to "Send
for External Review" and Contract Stage is set to "Review & Approval".

504 External Review Completed External Review Completion - Once an external
party review is completed in CMx Review & Approval

Contract review is completed by an external party (For eg: by an external
lawyer). At this time Contract Status is set to "External Review Completed" and
Stage is set to "Review & Approval".

505 Sent for Signature Sent for Signature Action Click Execution

The contract sent for signature is signed by all signing parties. At this time,
contract status is set to "Signed" and contract stage is set to "Execution".

506 Signed Signature (manual or e-Sign) Execution

The contract sent for signature is signed by all signing parties. At this time,
contract status is set to "Signed" and contract stage is set to "Execution".

In this Stage and Status: If there is an expiry date available CMx sends
automatic expiry reminders 90,60,30,1 day(s) prior to the expiry date to all
emails in Contract Owner + Notification List.

507 Active Once the contract is signed by all parties and on the effective date
of the contract when the contract starts to be in effect. Live

The contract is signed by all parties and the effective date is current. At this
point, Contract Status is set to "Active" and Contract Stage is set to "Live".

In this Stage and Status: If there is an expiry date available CMx sends
automatic expiry reminders 90,60,30,1 day(s) prior to the expiry date to all
emails in Contract Owner + Notification List.

508 Expired On Expiry Date Closed/Discontinued

On Expiry date of the Contract, it is set to Status: Expired and Stage as
"Closed/Discontinued" unless the Contract is renewed.

509 Canceled/Inactive/On Hold On Cancel Contract Action Click
Closed/Discontinued

When the Contract is no longer required by the user, Contract is in-activated or
de-activated using option "Cancel Contract". At this time, Contract Status is
set to "Cancelled" or "Inactive/On-hold" and Contract Stage is set to
"Closed/Discontinued".

515 Requested Changes When a change is requested by a user for the contract
Review & Approval

The contract is sent for internal review and approval and in one of the workflow
step an approver request changes to the contract with comments. At this time,
the contract is set to Status: "Requested Changes" and stage to " Review &
Approval".

CMx Word Authoring Plugin

DOWNLOAD URL: HTTPS://S3.AMAZONAWS.COM/CMX-DOWNLOADS/CMXWORDSETUP.MSI

HOW TO INSTALL THE WORD PLUGIN

‍

1. Once the user logs into the application, by clicking on his username, a user
will be able to see a menu option "Download Word Plugin". Clicking on
"Download Word Plugin" will download the installer locally which can be
installed.

‍

2. Double Click on the Installer Downloaded to proceed with the installation

‍

3. Click on the "Next" button.

‍

4. Click on the "Next" button.

‍

5. Click on the "Close" button and on opening MS Word, a user should be able to
see the CMx plugin.

‍

6. The user can sign in by Clicking on "Sign-in" option from the menu. Once the
user logs in by providing valid credentials, the menu options to search Clause
Library, Contract, Templates etc.

SEARCH FOR EXISTING CLAUSES IN THE SYSTEM.

Once the user has successfully signed in, Clicking on "Clause Library" will
provide the user with an option to search for the Clauses created for the
Organization, based on Clause text or based on Clause Category
By selecting the clause category and clicking on "Search", the application will
display the clauses for the selected category

1. Search by Clause Category

‍

1. Search by Clause Name

‍

A user can drag and drop the clause from the results to the document pane.

Search for all Existing Clauses list in the System.
Clicking on "Clause Library" will provide the user with an option to search for
the Clauses created for the Organization, based on Clause text or based on
Clause Category
By clicking on "Search", an application will display the list of all the clauses
in the system.

SEARCH FOR EXISTING CONTRACTS IN THE SYSTEM.

Clicking on "Contract Repository" will provide the user with an option to search
for the Contract created for the Organization. The application provided the user
to search by Contract Number, Contract Title, Contract Owners, Department,
Location, Contracting Party, Contracting Party type etc.
Ex: Search by Contract Number:
Enter Contract Number in the Keyword field and select "Contract Number" and
click on "Search".

‍

Ex: Search by Contract Title:

Enter Contract Title in the Keyword field and select "Contract Title" and click
on "Search".

‍

Ex: Search by Contract Owners

Enter Contract Owners in the Keyword field and select "Contract Owners" and
click on "Search".

‍

Ex: Search by Departments:

‍Enter Departments in the Keyword field and select "Departments" and click on
"Search".

‍

Ex: Search by Locations

‍Enter Locations in the Keyword field and select "Locations" and click on
"Search".

‍

Ex: Search by Contracting Party

‍Enter Contracting Party in the Keyword field and select "Contracting Party" and
click on "Search".

‍

Ex: Search by Contracting Party Type:

‍Enter Contracting Party Type in the Keyword field and select "Contracting Party
Type" and click on "Search".

‍

Ex: Search by Document Attachment Contents:

‍Select "Document Attachment Contents" and click on "Search".

‍

Ex: Search by Document Attachment File Name:

‍Enter Document name in a keyword, Select "Document Attachment File Name" and
click on "Search".

‍

SEARCH FOR EXISTING CONTRACT TEMPLATES IN THE SYSTEM

The application provides the user to search for existing Contract templates in
the system, which are tied to a Contract type. The user can search for those
templates, and modify those templates from the Authoring plugin
Clicking on the Templates, the menu option will provide the user with options to
search for Contract types in the system.

‍

The user can double click on the template document attached and make
modifications to the template and save the document.

‍

CMx Word Plugin Screenshots:

‍

Editor Shortcuts

CMx Default Editor
* 1. Editor Shortcuts

Generate Contract

Using Generate Contract function, you can generate word documents from MS Word
template embedded with custom field values (When required) with the click of a
button and share it internally or externally within CMx.

‍

SEE QUICK DEMONSTRATION VIDEO HERE:

HTTPS://DRIVE.GOOGLE.COM/FILE/D/1VPIRDTHME1VCCLQGOUYCIGRII0KPXRP8/VIEW

Follow below setup for creating a word template and annotating the word template
with replaceable values wherever required within the word document:

‍

(1) CREATING A MICROSOFT WORD TEMPLATE DOCUMENT.

Download Here. (Note: This is a simple .docx file with annotations which is used
as a master template document for generating further documents from it)

‍

Note the annotations within ${}, these are the dynamic fields CMx replaces with
actual values when generating the word contract document. For example
${ContractingParty} refers to the party name with whom the contractual
obligation is being made.

‍

Reserved Keywords (NOT to use in Custom Field Names)

Reserved Field Name
Description
Recommendation
Package Custom Field should not have this reserved word named Package.

Can use: Package Name

instead of just Package

Date

Can use: any of the annotations supported for date formats described in the
table below.

For example :${Today} or ${TodayLong} or ${USDate} or ${UKDate} or
${TodayDateOnly} or ${TodayMonthOnly} or ${TodayYearOnly}

‍

Annotating Commonly Used Fields

Field Name
Annotated Value in MS Word Template
Field Description
Today's Date/Current Date ${Today}

Today's date in below format:

Example:

13 Nov 2017

Today's Date in Full Long Format ${TodayLong}

Today's date in full long format:

Example:

13 November 2017

Today's Date in US Date Format ${USDate}

Today's date in US Date format:

mm/dd/yyyy

Example

11/13/2017

Today's Date in UK Date Format ${UKDate}

Today's date in UK Date format:

dd/mm/yyyy

Example

13/11/2017

Today's Date Only ${TodayDateOnly}

Today's date (two digits) in number format

Example:

if today's date is 12th November 2017, this annotation returns the date value
digit ie 12

Month Only ${TodayMonthOnly}

Part of today's representing current month

Example: November

Year Only ${TodayYearOnly}

Year only in YYYY format

Example : 2017

‍

Annotating using Default Main Fields

By default CMx adds below properties into the generated document when embedded
within the word template document:

‍

Default Field Name
Annotated Value in MS Word Template
Default Field Description
Contract Number ${ContractNumber} Unique Number of the Contract used to identify
or search the contract. Contract Title ${ContractTitle} Title or Name of the
Contract Contract Type ${ContractType} Type of the Contract . For example :
Services Agreement , Lease Agreement etc. Contracting Party or Counter Party
${ContractingParty} Party for whom the contract is being prepared. It is the
contracting party or counterparty who will sign the contract in the execution
stage. Contracting Party Company Code ${ContractingPartyCompanyCode} Contracting
Party Company Code i Contracting Party Address (Multi Line)
${ContractingPartyAddress}

Address of the contracting party in multi line format

Example:

Address Line 1,

Address Line 2,

City , State , Country ZipCode

Contracting Party Address (Single Line) ${ContractingPartyAddressOneLine}

Address of the contracting party in multi line format

Address Line 1, Address Line 2, City , State , Country ZipCode

Contracting Party Address Address Line 1 ${ContractingPartyAddressLine1} Address
Line 1 text from first contracting party address, note there can be multiple
contracting parties for a contract Contracting Party Address Address Line 2
${ContractingPartyAddressLine2} Address Line 2 text from first contracting party
address, note there can be multiple contracting parties for a contract
Contracting Party Primary Contact Name ${ContractingPartyPrimaryContactName}
Contracting Party Primary Contact Name Contracting Party Primary Contact Email
${ContractingPartyPrimaryContactEmail} Contracting Party Primary Contact Email
Contracting Party Primary Contact Business Phone
${ContractingPartyPrimaryContactBusinessPhone} Contracting Party Primary Contact
Business Phone Contracting Party Country ${ContractingPartyCountry} Contracting
Party Country Contracting Party City ${ContractingPartyCity} Contracting Party
City Contracting Party State ${ContractingPartyState} Contracting Party State
Contracting Party Zip Code ${ContractingPartyZipCode} Contracting Party Zip Code
Description ${Description} Description of the contract. Department ${Department}
Department name to which the contract belongs. For example Finance, Legal,
Procurement, IT etc Effective Date ${EffectiveDate} Effective Start Date in
MM/DD/YYYY (US Date Format) of the contract when the contract begins to be in
effect. In other words: Live date of the contract. ${EffectiveDateLong}

Long format of Effective Date

Example : 22 April 2020

${EffectiveDateMonthDateYear}

Example :

April 22, 2020

Expiry Date ${ExpiryDate} Expiry Date of the Contract in MM/DD/YYYY (US Date
Format) ${ExpiryDateUK} Expiry Date of the Contract in DD/MM/YYYY (UK Date
Format). ${ExpiryDateLong}

Long format of Expiry Date

Example: 30 April 2020

${ExpiryDateMonthDateYear}

Example:

April 30, 2020

Risk Level ${RiskLevel} Risk Level for the Contract. It can be High, Medium or
Low. Renewal Term ${RenewalTerm} Renewal Term set for the contract. Contract
Value ${ContractValue} Value of the Contract.

${ContractValueInWords}

Supported for USD Only

Value of the Contract represented in words.

For example: If Contract Value is: 950008.98 , this annotation will generate
below in words:

Nine Hundred Fifty Thousand Eight US Dollar And Ninety-eight Cents

‍

Annotating using Custom Fields

‍

Use below steps to annotate MS Word document using Custom Fields.

* Create Custom Field Form in CMx without any white spaces.
* Use the same exact field name (case sensitive) to annotate similar to default
main fields above
* For example, if the field name is: BillingRate, the annotated value in the
template will be: ${BillingRate}

Note: Spaces and special characters are NOT allowed in custom field annotations,
means no ' and ô or any other special characters.

‍

Supported Additional Template Fields

CMx adds below properties into the generated document when embedded within the
word template document:

‍

Field Name
Annotated Value in MS Word Template
Field Description
Tabular Data Tables $[ @listVar.fieldn ]

where n = 1 to 15

Tabular Data Auto Generated from Generate Screen

For Example, if the field is [RateCard], Generate Contract Screen [RateCard]
field takes semicolon; delimited values.

Example:

(1) Word Document Template Annotation:

(2) Generate Contract Screen:

ABC.com;Email;01/15/17-02/04/17;$4,000 each;200,000;$8,000.00

disney.com;Display;01/16/17-02/05/17;$5,000 each;300,000;$9,000.00

apple.com;Email;02/16/17-03/05/17;$5,000 each;100,000;$19,000.00

(3) Generated Contract Document:

And the Contract Generated will have the data in tabular format once annotated
correctly.

‍

(3) Generated Contract Document:

And the Contract Generated will have the data in tabular format once annotated
correctly.

‍

(2) CREATE CONTRACT TEMPLATE IN CMX WITH THE MS WORD DOCUMENT ANNOTATED IN STEP
1.

Click on Contract Templates from the left navigation menu and then on Create
Contract Template.

Enter a name and description for the contract template and browse for the MS
Word document template created in Step1 and click on Create button.

Verify that the Contract Template is created successfully in the Manage Contract
Template screen.

‍

(3) CREATE CUSTOM FIELD FORM IN CMX IF THERE ARE ANY CUSTOM FIELD VALUES THAT
ARE REQUIRED IN THE GENERATED CONTRACT WORD DOCUMENT. (OPTIONAL STEP)

Click on Custom Field form on the left navigation menu.

Provide and name, description for the custom field form. Drag and drop required
custom fields.

(NOTE: White spaces are not supported in custom field names for generate
contract annotations. For example: "Billing Rate" is not supported. The correct
field name is: "BillingRate")

‍

Drag and drop a single line text from right to left section.

‍

The new field will appear like above with label as "New text".

Click on the second icon pointed by the red arrow and it will bring up the
Options dialog screen.

‍

Provide Label name without numbers or special characters or white spaces as
above and click on Okay button.

‍

Provided Label name should be visible above the custom field text as similar to
below.

‍

Add all the required single line text fields that you need following above
steps.

Once done, Scroll all the way down and click on Create or Update button to save
the custom field form.

‍

(3) CREATE A CONTRACT TYPE AND ATTACH THE CONTRACT TEMPLATE AND CUSTOM FIELD
FORM CREATED IN STEP 1 AND 2 ABOVE.

Click on Contract Types from the left navigation menu and click on create
contract type.

Provide Name and description and select the contract template created in step 1
above and custom field form in step 2.

Click on Create/Update.

‍

Verify in Manage Contract Types screen that a record exists with the details of
updates that you made above.

How to Manage Permission Schemes in CMx ?

Admin User can assign permissions to the newly created and existing roles.
business users can Manage and Create Permission Schemes.

Manage Permission Schemes screen displays the list of all existing Permission
Schemes. To view the manage screen, click on Permission Schemes link in the menu
under Administration.

‍

In the Manage Permission Schemes screen, click on Create button to create a new
Permission Schemes, click on Edit button to update an existing record, click on
delete button to delete the record.

Click here: 3. Permission Schemes for knowing more on how to Manage Permission
schemes...

‍

How to set Roles for Users ?

CMx provides ample feature for specifying Roles to different users based on the
tasks they need to perform.

Admin User can Manage details of each Role. In Role business, users can Manage
and Create Role.

‍

Manage Role screen displays the list of all existing Role. To view the manage
screen, click on Role link in the menu under Administration. In the Manage Role
screen, click on Create button to create a new Role, click on Edit button to
update an existing record, click on delete button to delete the record.

For more Information on how to do the Create/Update/Delete Role click here: 4.
Role

‍

How to Setup a new user in CMx ?

Users are the inevitable part of any Contract Management systems.

Admin User can Manage User details. Business users can Manage and Create User.

‍

Manage User screen displays the list of all existing User. To view the manage
screen, click on User link in the menu under Administration. In the Manage
User screen, click on Create button to create a new User, click on Edit button
to update an existing record, click on Reset Password button to reset the
password for that particular record.

For more information on how to setup a user click here: 5. User

‍

How To Create/Update/Delete Locations in CMx ?

Admin User can Manage Company Location details.

In Location business, users can Manage and Create Location and these locations
will be associated with different Departments.

Manage Location screen displays the list of all existing Location. To view the
manage screen, click on Location link in the menu under Administration.

‍

Note: The Location associated with specific Department, if that Department is
associated with particular Contract, then the Location cannot be deleted.

For information on how to do the Create/Update/Delete Location click here... 2.
Location

‍

How to Create/Update/Delete a Department ?

Department is a specialized functional area within an organization or a
division, such as accounting, marketing, planning, etc. where the admin user can
manage company’s department details.

Admin user can manage Company department details. In Department, business users
can Manage and Create departments.

‍

Each department is assigned to locations and Location cannot be deleted unless
that department is used in any of contracts...

For more details click here....: 1. Department

‍

How to work on Clause Category ?

Contract Clause Category concerns with specific clauses.

Clause Category conceptualize the idea of grouping clauses of specific category
or buckets so that it makes organizing clauses easier.

For example, all the Legal clauses can be categorized into Legal Clause.

‍

Click here: 2. Clause Category to know more about how to Create/Edit/Delete
actions are done in Clause Category.

How to Access Clause Library ?

Special Terms and Conditions for the Contracts are stored in Clause Library.

Clause Library is the central storage area where all of your organization's
clause text's are stored so that they can be reused again in new or existing
contracts.

‍

For knowing more about how to implement Create/Edit/Delete on Clause Library,
click here: 1. Clause Library

How to Set up a Contract Template in CMx ?

These are Standard forms of contract which is usually a pre-printed contract
containing set clauses.

This feature provides user to manage contract templates which can contain
user-defined custom fields.

‍

Contract Template is the centralized area where all the template documents
across the company can be stored and updated. A contract template is used in
Generating Contract using CMx.

In this feature, the user can Manage and Create a Contract template.

Go to Contract Template from menu, Displays Manage contract Template page, where
a user can see following columns in a grid.

1.Template Name

2. Description

3.Status

4.Action

For more details on how to work on Contract Template, click here: g. Contract
Templates

‍

How to set up Contracting Party Type in CMx ?

Contracting Party type refers to the various types/buckets contracting party can
be categorized.

This feature provides user to manage contracting party type.

‍

For more details on how to Create/Update/Delete, Contracting Party clicks on the
link : i. Contracting Party Type

How to Add/Edit/Delete Contracting Party ?

Contracting Party is the business entity that enters into a legally binding
contract with the current organization who creates the contract.

This feature provides user to manage contracting party details.

While creating Contracting Party user need to provide details of all the
entities in the Contracting Party form along with Contact details.

Click: h. Contracting Party for more details on how to implement Contracting
Party[Create/Update/Delete].

‍

How to Create/Edit/Delete Custom Field Form ?

Custom Field Form is a user-defined form with multiple control definitions using
a designer and a name.

Click on Custom Field Form from the menu, Manage Custom Field Form Page displays
with following columns in the grid.

‍

Custom filed form feature helps the CMx user to customize the forms as per the
user needs in an effective and easy manner.

For how to Process Custom Field Form details click here: f. Custom Field Form

‍

How to Create/Edit/Delete Contract Types ?

Contract Types are used to classify a contract based on the functional context.

Manage contract type screen displays the list of all existing contract types. To
view the manage screen, click on Contract Type link in the menu.

In the Manage contract type screen, click on Create Contract Type button to
create a new contract type, click on Edit button to update an existing record,
click on delete button to delete the record.

For the step by step procedure to How to Create/Edit/Delete, Contract Type click
here: e. Contract Types

How to Create/Update/Delete Approval Workflow ?

Workflow is a Progression of steps /tasks that comprise a work process, involve
two or more persons.

This Provides user to define a workflow for contract approvals.

‍

For more info on how to work with Approval Workflow, click on the link: k.
Approval Workflow

How to Sent a Contract for Internal Review ?

Once a contract has been created in the system, contract owner can send the
contract for Review as per the workflow configured for the contract

Pre-requisite: A workflow should be created in the system and the same should be
assigned to Contract.

‍

For sending a contract for internal review click here to follow the steps
involved: f. Sent For Internal Review

How to Restrict Access At Contract Level ?

CMx provides options to restrict view and edit access at the contract level.

To access this feature goto Create or Edit Contract which you want to restrict
access to and Click on the Lock Icon towards the top right of the Contract
Screen.

This user action will bring up the Restrictions Pop Up where the user can select
the user(s) and/or group(s) with whom the access of the contract is to be
restricted.

‍

Once the User(s) and/or Group(s) are selected, click on Save Changes to finalize
the changes. This action enables the contract to be visible or editable or both
for the set of user(s) and/or Group(s).

How to Export Contracts from CMx ?

CMx user can export the contracts that he has access to.

* Click on Export Contracts link from the left navigation menu and then again
click on Export Contracts, page displays with existing contracts in the
system.

‍

* Choose the contracts by checking the checkbox, which has to be exported.
* On selecting the contracts, click on "Export" tab on the extreme right side
of the export screen.
* All metadata goes in as a single excel file, with all contract details.
* Each individual folder named with contract number-contract title format.

The extracted excel file :

How to Import Contracts to CMx ?

CMx provides a distinguished feature to Import external Contracts and
Contracting Party into the system.

‍

There are two options to fulfill the Import actions.

a. Basic Import

b. Import by Contracting Party

While importing Contracts user needs to correct the errors in Pre-validation
Grid and Click on Import button on right side corner to import the validated
contracts.

The imported actions can be viewed in Import Status Tab.

For more details on how to import a Contract or Contracting Party, click on the
Link: l. Import Contracts

‍

How to do Advanced Search in CMx ?

CMx provides ample feature for searching any type of data in CMx both text type
content in text documents and from image files as well.

Advanced Search facility can be utilized by users to accomplish all the searches
in CMx by both Filtered Search and Full-Text Search, thereby searching any
content in contracts of CMx.

The Advanced Search Menu is linked to the Contract Repository and user can
select that option to do the searching in CMx

For more details on How to do Advanced Search, click here: b. Advanced Search

How to Delete a Contract ?

Users who have permission to delete a contract already existed in manage
contacts list can be purged by the user.

The Purge Contract option is attached to Contract Number submenu in manage
contract as well as in Advance search Filtered Search- Contract Number link

‍

Click on the following link to get more information on How to Delete a contract:
j. Purge Contract

How to Create Contract in CMx ?

Contract Creation is one of the most important activities in Contract Management
system.

Any user who have to create permission assigned to creating a contract can
create a new contract by adding documents, Clauses, Milestones, Notes,
Restrictions etc...

For Creating a contract user can either click on the Create Contract Button in
the Manage Contract Page or can choose the direct link in Contract Repository
submenu.

For Detailed information on how to Create a Contract, click here: d. Create
Contract

How to work on Manage Contracts in CMx ?

Manage contracts screen displays the list of all existing contracts in a
centralized Grid with many features added to it for accomplishing different
purposes on each contract.

To view the manage screen, click on Manage Contracts link in the menu.

‍

In the Manage contracts screen, the user can notice different options, one to
Create contract button to create a new contract, click on Contract number
drop-down, where you can see different actions and Contract Settings Button to
set values on contracts while create/update.

For more information on How does Manage Contract Works, click here: c. Manage
Contracts

How to...

GETTING STARTED

This session gives the User hints on how to accomplish each action on CMx.

‍

a. How to work on Manage Contracts in CMx?

b. How to Create Contract in CMx?

c. How to Delete a Contract?

d. How to do Advanced Search in CMx?

e. How to Import Contracts to CMx?

f. How to Export Contracts from CMx?

g. How to Restrict Access At Contract Level?

h. How to Sent a Contract for Internal Review?

i. How to Create/Update/Delete Approval Workflow?

j. How to Create/Edit/Delete Contract Types?

k. How to Create/Edit/Delete Custom Field Form?

l. How to Add/Edit/Delete Contracting Party?

m. How to set up Contracting Party Type in CMx?

n. How to Set up a Contract Template in CMx?

o.How to Access Clause Library?

p. How to work on Clause Category?

q. How to Create/Update/Delete a Department?

r. How To Create/Update/Delete Locations in CMx?

s. How to Setup a new user in CMx?

t. How to set Roles for Users?

u. How to Manage Permission Schemes in CMx?

‍

Customize Notification Emails By Configuration

Email notifications in CMx may be configured with custom email formats in html
or plain text. Please use Manage Configurations to create configuration name
and description described below for customizing various email template formats:

APPROVAL AND SIGN NOTIFICATIONS:

Configuration Name:

cmx.emailtemplate.contractapprove

‍

Mandatory variables in email template (Must be available):

${title} - Contract title
${action} - Action String. Can be "Approve" or "Sign"
${link} - Link for action
${content} - Optional : provides the changing par of url other than the
hostname. For example: https://live.contractexperience.com/{content} , content
will substitute the dynamic varying part of the url.

‍

Example:

Configuration description:

‍

CONTRACT EXPIRE NOTIFICATION:

Configuration:

cmx.emailtemplate.contractexpire

‍

Mandatory variables in email template (Must be available):

${title} - Contract title ${number} - Contract number ${host) - Server URL

‍

SHARE DOCUMENT NOTIFICATION:

Configuration:

${link} - Secure Link for Document ${content} - Optional : provides the changing
par of url other than the hostname. For example:
https://live.contractexperience.com/{content} , content will substitute the
dynamic varying part of the url.

‍

Example:

Hello, This email notification can be customized as per your requirements. Here
is the shared document: ${link} CMx Team

‍

MILESTONE EXPIRED NOTIFICATION:

Configuration:

cmx.emailtemplate.contractexpiremilestone

‍

Possible variables:

${title} - Contract title ${number} - Contract number ${host) - Server URL

‍

REQUEST CREATION SUCCESSFUL:

Configuration:

cmx.emailtemplate.request

‍

Possible variables:

${request} - Request Id ${host} - Server URL

‍

NEW USER INVITE NOTIFICATION:

Configuration:

cmx.emailtemplate.invite

‍

Possible variables:

${firstName} - Firstname of the New User ${email} - Email ${password} - Password
${host} - Server URL

‍

SIGN REQUEST NOTIFICATION:

Configuration:

cmx.emailtemplate.signrequest

‍

Possible variables:

${link} - Request Link ${recipient} - Recipient's name ${emailMessage} - Email
message

‍

SIGN COMPLETE NOTIFICATION:

Configuration:

cmx.emailtemplate.signcomplete

‍

Possible variables:

${recipient} - Recipient's name ${documentName} - Document's name

‍

The final signed PDF document will be attached to email message.

‍

SEND CONTRACT TO EXTERNAL REVIEW NOTIFICATION:

Configuration:

cmx.emailtemplate.contractforexternalreview

‍

Possible variables:

${title} - Contract's title ${link} - Link to open the Document

‍

SEND NOTIFICATION ON COMPLETE THE MANUAL SIGNATURE:

Configuration:

cmx.emailtemplate.contractmanuallysigned

‍

Possible variables:

${title} - Contract's title ${number} - Contract's number ${host} - Server URL

‍

CONTRACT SEND FOR APPROVAL NOTIFICATION:

Configuration:

cmx.emailtemplate.contractsendforapproval

‍

Possible variables:

${title} - Contract's title ${host} - Server URL ${approveUrl} - URL for Approve
contract ${requestChangesUrl} - URL for Request Changes

‍

CONTRACT REQUESTED CHANGES NOTIFICATION:

Configuration:

cmx.emailtemplate.contractrequestchanges

‍

Possible variables:

${title} - Contract's title ${host} - Server URL

‍

WORKFLOW STEP APPROVAL NOTIFICATION:

Configuration:

cmx.emailtemplate.contractsendworkflowstepapproval

‍

Possible variables:

${title} - Contract title ${firstName} - First name of the user ${lastName} -
Last name of the user ${host} - Server URL ${reviewComments} - Review comments

‍

TASK REMINDER NOTIFICATION:

Configuration:

cmx.emailtemplate.taskreminder

‍

Possible variables:

${number} ${title} Contract: is pending for your review. Please click on the
below link to review: ${title}.

‍

REPORT NOTIFICATION:

Configuration:

cmx.emailtemplate.customreport

‍

Possible variables:

${reportName} ${documentName} ${recipient}

‍

HTML Sample

Notifications and Alerts

This section provides details about the various email notifications and other
types of alerts generated by CMx.

* Customize Notification Emails By Configuration
* Custom SMTP Email - From Address

CONTRACT EXPIRY EMAIL

‍

CONTRACT REVIEW REQUEST EMAIL

‍

APPROVAL WORKFLOW STEP

‍

SHARED DOCUMENT NOTIFICATION MAIL

‍

MILESTONE REVIEW NOTIFICATION EMAIL

‍

CONTRACT SIGN REQUEST EMAIL

‍

SIGNATURE COMPLETED EMAIL

‍

Supported Platforms and Environments

CMx Contract Experience product is available in two versions:

(1) Cloud Contract Management Software

(2) On-Premise/ In-Office Contract Management Software

‍

Product Support

CMx provides product support for all its features and users can ask queries and
sent feedback to:

Email support@contractexperience.com

Thank You!

‍

Field Definitions
* 1. Create/Edit Contract

Custom email sender address configuration in CMx Cloud/On Premise

In order to configure custom email sender address, below steps needs to be done
and confirmed by someone from your IT team so that CMx can use your preferred
verified sender email:

(1) Create a new email address inbox, which will be used to send automatic
notification emails from Contract Management System (CMx). We do not need
access to this email inbox and only you will have access.

Examples:

contracts@yourdomain.com

notifications@yourdomain.com

cmx@yourdomain.com

‍

This shall be a “noreply” kind of email. for which you can be the “owner” of
this address.

(2) “n order to configure the sender email in CMx instance, there are few steps
that need to be done by your IT or someone who can access to your domain
(yourdomain.com) DNS records:

The steps include verification of the domain, DKIM and SPF settings of the
sender domain which is explained in detail in below URL , so the person should
have access to make additions (adding TXT records) to the existing DNS records.

‍

https://mandrill.zendesk.com/hc/en-us/articles/205582277-How-do-I-add-DNS-records-for-my-sending-domains-

Below is a sample of our current configuration for "noreply@sysintellects.com"
for which you can see that it is verified (all green checks) , DKIM Valid and
SPF Valid.

‍

(3) Once above 2 steps are done please confirm back to us at :
support@sysintellects.com and we will check and make sure it shows green and do
the rest of the configuration.

Browser Settings (Example : Internet Explorer 11) for best user experience

For best user experience with CMx, enabling below browser setting is
recommended:

* Add your CMx URL to trusted sites in your Browser.
For example if you are using IE 11 , follow below steps (Note: In different
browsers , this setting will be usually in Browser Options or Browser
Preferences)
In IE 11, Click on the Tools Settings icon → Internet Options → Security Tab
→ Trusted Sites → Click sites button

‍

Knowledge Base, Standard Operating Procedures (SOP) and Trouble Shooting

This section covers all best practices, standard operating procedures, and
troubleshooting for specific issues in CMx Contract Experience Platform.

Contact: support@sysintellects.com in case if you are not able to find a
resolution for your specific problem here.

Browser Support:

By default, CMx Supports all modern browsers such as Internet Explorer, Google
Chrome, Mozilla Firefox, Safari, and Opera. However, due to the differences in
browser implementations, there may be a need to change few settings in some of
the browsers and this knowledge base captures them all.

* 1. Browser Settings (Example : Internet Explorer 11) for best user experience
* 2. Custom email sender address configuration in CMx Cloud/On Premise
* 3. Field Definitions

Company profile

Only Admin can View and update the company details in Company Profile page.

HOW TO VIEW AND UPDATE COMPANY PROFILE PAGE:

1. Click on the Company profile link from menu under Organization Setting

2.Company Profile Page displays with the Following sections-

a. Organization Details

b. Primary Contact Details

‍

ORGANIZATION DETAILS:

Under organization detail we have following Default entry fields.

* Name
* Company Website
* Address Line 1
* Portal URL Short Name
* Address Line 2
* Select Industry Type
* Select the Country
* Select State
* Company Phone
* City
* Zip Code

‍

* Primary Contact Details:
* Under primary Contact Details we have following Fields

* Primary Contact’s First Name
* Primary Contact’s Last Name
* Primary Phone
* Alternate Phone - This is not a mandatory field, however alternate phone and
primary phone cannot be the same.
* Logo : There is a logo section in company profile, click on "Choose file"
where company administrator can update the cropped company logo . This logo
is visible in the custom account login page.
Company logo is saved .

All the above fields are default entries,you can view and update the changes
and Click on "Submit" button.

If there are no changes,and get back to the Dashboard page click on "Cancel"
button.

‍

Group

Admin User can Manage details of each Group.

Different Users can be assigned to groups for specific activities.

Manage Group

Manage Group screen displays the list of all existing available groups.

To view the manage screen, click on Group link in the menu under Organization
Settings.

‍

In the Manage Role screen, click on Create button to create a new Group, click
on Edit button to update an existing record, click on delete button to delete
the record.

Create Group

To Create a new Group

‍

* Enter the Name and Description
* Select Group Type.
* Check/Unchecked Is Active button.
* Click on Create button
* New Group is created in the system and navigates to the Manage screen,
displaying the newly created Group.

Edit Group

To edit an existing Group:

‍

* Click on the Edit button in the manage screen
* Update Group screen is displayed
* Edit the Name, Description, or GroupType.
* Click on Update button
* Changes to the Group are updated in the system

Delete Group

To delete an existing Group:

‍

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action
* Click the OK button in the displayed message box
* Group record is deleted in the system.

‍

User

Admin User can Manage User details.

Business users can Manage and Create User.

Manage User:

Manage User screen displays the list of all existing User. To view the manage
screen, click on User link in the menu under Administration.

‍

In the Manage User screen, click on Create button to create a new User, click
on Edit button to update an existing record, click on Reset Password to reset
password.

Create User:

To create a new User:

‍

* Enter the First Name,Last Name,Email and Primary Contact Number.
* Select Location,Department and Role.
* Click on Create button
* New User is created in the system and navigates to the Manage screen,
displaying the newly created User.
* Once user is created successfully in the system an email is sent to the user
containing CMx URL and Email along with a temporary password.
* when the user clicks on the CMx URL and login using Email and temporary
password ,“Terms Of Use” page and change password screen is displayed.
* On changing the password successfully , a message is displayed and the user
is navigated to the Dashboard.

Edit User

To edit a existing User:

‍

* Click on the Edit button in the manage screen
* User edit screen is displayed
* Edit the required field.
* Click on Update button
* Changes to the User are updated in the system

Reset Password

Admin can reset password for existent users.

‍

* Click on Reset Password button in Manage screen
* System generated user password will be reset and "Successful" alert will be
displayed.

‍

Role

Admin User can Manage details of each Role.

In Role business users can Manage and Create Role.

Manage Role:

‍

Create Role:

To create a new Role:

‍

* Enter the Name and Description
* Select Permission scheme.
* Click on Create button
* New Role is created in the system and navigates to the Manage screen,
displaying the newly created Role.

Edit Role

To edit a existing Role:

‍

* Click on the Edit button in the manage screen
* Role edit screen is displayed
* Edit the Name, Description,or Permission scheme.
* Click on Update button
* Changes to the Role are updated in the system

Delete Role

To delete a existing Role:

‍

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action
* Click the OK button in the displayed message box
* Role record is deleted in the system.

‍

Permission Schemes

Admin User can assign permissions to the newly created and existing roles.
business users can Manage and Create Permission Schemes.

Manage Permission Schemes:

Manage Permission Schemes screen displays the list of all existing Permission
Schemes. To view the manage screen, click on Permission Schemes link in the menu
under Administration.

‍

In the Manage Permission Schemes screen, click on Create button to create a new
Permission Schemes, click on Edit button to update an existing record, click on
delete button to delete the record.

Create Permission Schemes:

To create a new Permission Schemes:

‍

* Enter the Name and Description
* Assign the permissions for each Scheme.
* Click on Create button
* New Permission Schemes is created in the system and navigates to the Manage
screen, displaying the newly created Permission Schemes.

Edit Permission Schemes

To edit a existing Permission Schemes:

‍

* Click on the Edit button in the manage screen
* Permission Schemes edit screen is displayed
* Edit the Name, Description,or Permissions.
* Click on Update button
* Changes to the Permission Schemes are updated in the system

Delete Permission Schemes

To delete a existing Permission Schemes:

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action
* Click the OK button in the displayed message box
* Permission Schemes record is deleted in the system.

‍

Location

Admin User can Manage Company Location details.In Location business users can
Manage and Create Location.

Manage Location:

Manage Location screen displays the list of all existing Location.

‍

To view the manage screen, click on Location link in the menu under
Administration. In the Manage Location screen, click on Create button to create
a new Location, click on Edit button to update an existing record, click on
delete button to delete the record.

Create Location:

To create a new Location:

‍

* Enter the Name ,Description,Address 1(Mandatory),Address 2(Optional ).
* Select Country and State.
* Enter City and Zip code.
* Click on Create button
* New Location is created in the system and navigates to the Manage screen,
displaying the newly created Location.

Edit Location

To edit a existing Location:

‍

* Click on the Edit button in the manage screen
* Location edit screen is displayed
* Edit the required field.
* Click on Update button
* Changes to the Location are updated in the system

Delete Location

To delete a existing Location:

‍

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action
* Click the OK button in the displayed message box
* Location record is deleted in the system.

Note:The Location associated with specific Department,if that Department is
associated with particular Contract,then the Location cannot be deleted.

‍

Department

Admin User can Manage Company department details.In Department business users
can Manage and Create departments.

Manage Department:

Manage Department screen displays the list of all existing Department.

‍

To view the manage screen, click on Department link in the menu under
Administration. In the Manage Department screen, click on Create button to
create a new Department, click on Edit button to update an existing record,
click on delete button to delete the record.

Create Department:

To create a new Department:

‍

* Enter the Name and Description
* Select Location.
* Click on Create button
* New Department is created in the system and navigates to the Manage screen,
displaying the newly created Department.

Edit Department

To edit a existing Department:

‍

* Click on the Edit button in the manage screen
* Department edit screen is displayed
* Edit the Name, Description,or Location.
* Click on Update button
* Changes to the Department are updated in the system

Delete Department

To delete a existing Department:

‍

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action
* Click the OK button in the displayed message box
* Department record is deleted in the system.

‍

Administrators Guide/ Organization Settings
* 1. Department
* 2. Location
* 3. Permission Schemes
* 4. Role
* 5. User
* 6. Group
* 7. Company profile
* 8. Manage Configurations

Electronic Signature

CMx ElectroSign provides inbuilt Signature support, follow the below process to
send documents for signature:

Note: cmx.electrosign.sendsigneddoc = true in advanced configuration is
required to send the final signed pdf to multiple recipients

‍

TERMINOLOGIES

Package: A Signature Package is a set of documents sent to one or more
recipients for electronic signature.

Status: Prior to the signature, the status of a document is either created or
pending. After Signature it becomes Signed or Executed.

‍

ELECTRONIC SIGNATURE SECURITY

By default CMx Electronic/Digital Signature offers below forms of security to
make sure it's validity across different geographies and global laws. In United
States, this process follows the e-sign act :

‍

PRE-SIGNATURE SECURITY CONSIDERATIONS

1. In addition to sending links in emails for signature, there are many other
multi-factor authentication mechanisms can be configured with CMx including
below:
2. Sending a unique code of very short validation prior to signing to make sure
the signing code is retrieved from the user email ( whose email is secured
by a password) and it is applied before signing.
3. Requesting a unique code from MFA (Multi-factor authentication) mechanisms
like Google Authenticator prior to signing.
4. Text or SMS to the users mobile number prior to signature. This depends on
which part of the world the user is located.
5. Terms and conditions for each contract type can be customized and displayed
to the user prior to using CMx electronic signature.(Default Behavior)
6. Request a unique verification code from email prior to signing. So when
first time if the user is external, the external user has to sign up first
time, create an external user account with CMx providing basic details like
useremail,password , validation of verification code and 2 security
questions in case if the user forgets the password. After first time, the
user can login to the CMx system every time they want to do electronic
signature and every time when they sign a unique verification code needs to
be entered after successful login and prior to the signing
electronically..(Default Behavior)

‍

POST-SIGNATURE SECURITY CONSIDERATIONS

1. CMx ElectroSign is based on public/private key pair of signatures based on
PKI (Public Key Infrastructure) which ensures the signed document cannot be
forged or changed after it is signed.
2. Signed documents are sent to the emails of relevant parties and kept in safe
records storage for future reference.

‍

MANAGE SIGNATURE PACKAGES

From the left navigation menu, click on Signature menu option to start the send
signature process.

All the packages that have already sent for signature by the user are listed in
this screen. This page also displays the status of each package, the date sent
for signature and the recipients who are signers of the documents in the
package.

‍

STARTING SIGNATURE PROCESS

From the top right section, click on New button to send a new PDF document for
signature. In the first screen of prepare for signature, select the PDF document
that should be sent for signature by clicking on the Choose button. Once the
selection of the document is made, Click on Upload button so that the document
is uploaded to the server. In the next step, add the recipients who should be
signing the document.

You can add one or more recipients for signature process.

* Once both the document and the recipients are entered, click on Next button
in the top right section of the screen.
* Next step is to prepare the document for the Signature process by marking the
places where the signature should be placed.
* Drag and drop the icon with pen in the document where it should be signed by
the recipient. (See below screenshot).
* You can navigate to any page in the document by clicking on the Previous or
Next Button in the document bar and place the Sign Here tab.

‍

Once the document is prepared for signature by placing the Sign Here tabs, click
on the Send Button on the top right section. This completes the process of
sending for Signature by CMx and all the recipients receive an email with a
unique URL requesting for signature.

‍

A new signature package record is created and should be visible in the Manage
Signature Packages screen:

SIGNING CEREMONY BY RECIPIENTS

Each recipient receives an email which looks similar to below:

The recipient clicks on the unique signature URL in the email which takes them
to the Signing page in CMx:

On clicking Sign Here, the recipient can affix the electronic signature.

Finalize the Signature Process by clicking on the Save button, accepting the
terms and conditions checkbox and clicking on the Complete Signature button.

Once the signature is finalized by the recipient, the document status is changed
to Executed and the signing process is complete.

‍

Change Password

Exiting User can Change the password using Change Password Link.

HOW TO CHANGE THE PASSWORD:

* Click on Change Password link from the menu.

* Page displays with "Enter Old Password", "Enter New password", "Re-Enter New
password" fields.
* Enter old Password, New password, Re-enter New Password.
* Click on "change password" button.
* The old password will be updated with a new password.

To delete and go back to Dashboard page click on "Cancel" button.

Control Panel
* Change Password

Analytics & Reports

Audit Report -

* Displays all user activities that is done using CMx.
* Makes the life of auditors or users with audit role easier.
* All functionalities like User Login, Contract creation, Updation, Deletion
and every detail of user activities are recorded in the Audit Trail List with
time and date specified.

Create Amendment

CMx provides ability to combine or merge multiple word documents (Note: PDFs are
not supported) and create an amended document as a result.

Follow below steps for creating an amendment:

From any contract which already has two word documents (docx files) ,from the
contract number menu , click on : Create Amendment option and select any 2
documents:

Once the documents are merged , the combined document is generated and displayed
in a window:

Export Metadata & Contracts

EXPORT METADATA

All metadata from CMx contract records including custom field values can be
exported from CMx from the Export page and clicking on the Export Metadata
button.

‍

EXPORT CONTRACTS

CMx user can export the contracts that he has access to.

* Click on Export Contracts link from the menu, page displays with existing
contracts in the system.
* Choose the contracts by checking the checkbox, which has to be exported.

* On selecting the contracts, click on "Export" tab on the extreme right side
of the export screen.
* All metadata goes in as a single excel file, with all contract details.

* Each individual folder named with contract number-contract title format.

‍

Import Status

Once the import is submitted, a message is displayed to the user stating "Import
Job is successfully scheduled"

* Click on the import Status option from left side menu , "Import Status"
screen is displayed to the user.with below columns:

1. Import Job Number
2. Import Date : (Date and Time Stamp) - Most recent first.
3. Contract Metadata Excel File Name
4. Successfully Import Record Count
Displays the number of records that was successfully imported.
5. Failed Import Record Count

Displays number of records that failed was failed in the import.

Import Status Tab

‍

Import Contracting Party

CMx user can import the Contracting Party lists either bulk or single lists that
he has access to.

* User clicks on Import contracts link from Menu and then click on Basic Import
* File drop zone area page displays.

* Drag and drop the excel file into the drop zone area or click on the arrow
icon, select the file and open.
* Only one excel file can be dropped into drop zone on each import. Error
displayed to the user If there are more than one excel file dropped.
* Also, the template of the excel file should be same as in download sample
template and otherwise it will result in import error.

NOTE : WHEN IMPORTING CONTRACTING PARTY USING METADATA EXCEL, KEEP ONLY
CONTRACTING PARTY SHEET IN THE METADATA EXCEL AND REMOVE/DELETE THE CONTRACTS
SHEET.

IF THIS STEP IS NOT COMPLETED, THEN AN ERROR WILL BE DISPLAYED IN IMPORT
PRE-VALIDATION GRID WHICH WILL PREVENT THE IMPORT OF CONTRACTING PARTIES.

‍

Downloaded Import Sample Template

* After clicking on Import button on right top of the page a confirmation alert
message is displayed and the user can confirm "Start import Job" action
button.

* Once the contracting party list is imported successfully, the user can view
the imported list in the Manage Contracting Party Grid.

‍

Basic Import

CMx user can import the contracts that he has access to.

* Click on Import contracts link from Menu,

* Download the sample template by clicking on the "click here" link and extract
the contents to a new folder.
* Extracting to a new folder is important since we have found that without that
and dragging and dropping directly from compressed zip file does not show the
files in the import zone sometimes.
* Also, note that the metadata file has to be named: cmx-metadata.xlsx

* File drop zone area page displays.
* Drag and drop the excel file and all attachment documents into the drop zone
area.

* Wait for the pre-validation grid to show records
* correct all red cells.

* click on Import button on the right corner to view the list of imported
contracts in the Import Status page.

* After Importing the imported contracts will be get displayed in the Import
Status Tab

* By clicking on the "+" link, the user can see the Contract Number, Contract
Title, Attached documents name and Status of import.

Import Contracts
* 1. Basic Import
* 2.Import Contracting Party
* 3. Import Status

Approval Workflow

Workflow is the series of activities that are necessary to complete a task. Both
Simple and Complex Workflows can be configured within CMx Approval Workflow:

Complex workflow approvals , for example like the one below between multiple
departments and external reviewers can be automated using Approval Workflow.

‍

Manage Workflow :

Manage Workflow screen displays the list of all existing Workflows .

To view the manage screen, click on Workflow link in the menu. In the Manage
contract type Workflow screen, click on Create button to create a new Workflow ,
click on Edit button to update an existing record, click on delete button to
delete the record.

‍

Create Workflow

To create a new Workflow :

* Enter the Name and Description
* Select Contract Approver name or Role and click on "Add Workflow Step".
* Add Approver steps with or without delegate option as needed.. Either User
Step or Role Step can be added, if role step is added all users of that role
with "Is Approver" option selected in User will be notified for review.
Department Review:
If Role Step is "Department" based , meaning if CMx has to automatically find
the department based on Contract Record-> Department field value , Create a
new Role with word "Department" in it and it as a Workflow Step wherever
required. For example create a new Role with a permission scheme that
provides no permissions and name that Role as "Department Reviewer" , add the
"Department Review" as the Workflow Step.
External Review:
For External review workflow step, create a new Role with word "External" in
it. For Example : "External Review". And if the Contract Record has
Contracting Party added, CMx will send the contract for review to all the
external party contacts for the selected contracting party.

* Once the required workflow steps are added , click on create workflow button.

NOTE: THE ROLES WITH NAMES "DEPARTMENT" OR " EXTERNAL" ARE DYNAMIC SYSTEM ROLES.
SO THESE ROLES ARE SPECIAL ROLES AND MUST NOT BE DIRECTLY ASSIGNED TO ANY USER
AND THEIR USE IS LIMITED ONLY IN THE WORKFLOW STEPS.

* New Workflow is created in the system and navigates to the Manage screen,
displaying the newly created Workflow.

Edit Workflow

To edit a existing Workflow :

* Click on the Edit button in the manage screen
* Workflow edit screen is displayed. Change Name and/or description as
necessary.
* For Adding Workflow Steps, note down existing workflow steps and click on
Clear Steps button, add the workflow steps back again before clicking update
button.
* Add Approver steps with or without delegate option as needed.. Either User
Step or Role Step can be added, if role step is added all users of that role
with "Is Approver" option selected in User will be notified for review.
Department Review:
If Role Step is "Department" based , meaning if CMx has to automatically find
the department based on Contract Record-> Department field value , Create a
new Role with word "Department" in it and it as a Workflow Step wherever
required. For example create a new Role with a permission scheme that
provides no permissions and name that Role as "Department Reviewer" , add the
"Department Review" as the Workflow Step.
External Review:
For External review workflow step, create a new Role with word "External" in
it. For Example : "External Review". And if the Contract Record has
Contracting Party added, CMx will send the contract for review to all the
external party contacts for the selected contracting party.

* Click on Update button
* Changes to the Workflow are updated in the syste

Delete Workflow

To delete a existing Workflow :

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action

* Click the OK button in the displayed message box
* Workflow record is deleted in the system

‍

Clause Category

Contract clause category helps to group clauses into specific category or
buckets so that it makes organising clauses easier.

For example: All Financial clauses can be grouped under clause category named
"Finance".

‍

Manage Clause Category:

Manage contract type screen displays the list of all existing contract types. To
view the manage screen, click on Contract Type link in the menu.

In the Manage contract type screen, click on Create button to create a new
contract type, click on Edit button to update an existing record, click on
delete button to delete the record.

Create Clause Category

To create a new Clause Category:

* Enter the Name and Description
* Click on Create button

New Clause Category is created in the system and navigates to the Manage screen,
displaying the newly created Clause Category.

‍

Edit Clause Category

To edit a existing Clause Category:

* Click on the Edit button in the manage screen
* Clause Category edit screen is displayed

* Edit the Name or Description,
* Click on Update button
* Changes to the Clause Category are updated in the system

Delete Clause Category

To delete a existing Clause Category:

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action

* Click the OK button in the displayed message box
* Clause Category record is deleted in the system

‍

Clause Library

Clause Library is the central storage area where all of your organizations
clause text's are stored so that they can be reused again in new or existing
contracts.

Manage Clause Library:

Manage Clause Library screen displays the list of all existing Clause Library.To
view the manage screen, click on Clause Library link in the menu.

In the Manage Clause Library screen, click on Create button to create a new
Clause Library, click on Edit button to update an existing record, click on
delete button to delete the record.

Create Clause

To create a new Clause:

* Enter the Clause Name and Text.
* Select Clause Category
* Click on Create button
* New Clause Library is created in the system and navigates to the Manage
screen, displaying the newly created Clause Library.

Edit Clause

To edit a existing Clause:

* Click on the Edit button in the manage screen
* Clause Library edit screen is displayed

* Edit the required field.
* Click on Update button
* Changes to the Clause Library are updated in the system.

Delete Clause

To delete a existing Clause

* Click on the Delete button in the manage screen.
* A Message box is displayed for confirmation of delete action.

* Click the OK button in the displayed message box.
* Clause Library record is deleted in the system.

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Electro Sign Terms and Conditions Conventions:

For signing with electronic signatures, Terms and conditions are displayed to
the user who is signing. This terms and conditions can be customized for each
contract type by following below conventions and CMx automatically displays the
correct terms and conditions for each contract type.

"Contract Type" appended with text " Terms"

For example:

if the contract type is "Fixed Contract" , naming a clause as : "Fixed Price
Terms" will set the electrosign terms and condition automatically.

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Contract Clauses
* 1. Clause Library
* 2. Clause Category

Contracting Party Type

Contracting Party type refers to the various types/ buckets contracting party
can be categorized.

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Manage Contracting Party type:

Manage the Contracting Party type screen displays the list of all existing
Contracting Party type. To view the manage screen, click on Contracting Party
type link in the menu. In the Manage Contracting Party type screen, click on
Create button to create a new Contracting Party type, click on Edit button to
update an existing record, click on delete button to delete the record.

Create Contracting Party type

To create a new Contracting Party type:

* Enter the Name and Description
* Click on Create button

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* New Contracting Party type is created in the system and navigates to the
Manage screen, displaying the newly created Contracting Party type.

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Edit Contracting Party type

To edit an existing Contracting Party type:

* Click on the Edit button in the manage screen

* Contracting Party type edit screen is displayed
* Edit the Name or Description.
* Click on Update button
* Changes to the Contracting Party type are updated in the system.

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Delete Contracting Party type

To delete an existing contract type:

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action

* Click the OK button in the displayed message box
* Contracting Party type record is deleted in the system

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Contracting Party

Contracting party is the business entity that enters into a legally binding
contract with the current organization who creates the contract. where the user
can manage contracting party details.

Manage Contracting Party:

Manage the Contracting Party screen displays the list of all existing
contracting Party. To view the manage screen, click on contracting Party link
in the menu under External Parties.

In the Manage contracting Party screen, click on Create button to create a new
contracting Party, click on Edit button to update an existing record, click on
delete button to delete the record.

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Create Contracting Party

To create a new Contracting Party enter the following fields.

* Contracting Party Name*
* Select Contracting Party Type from the drop-down.
* Description*
* Address Line 1*
* Address Line 2
* Select Country from Dropdown.*
* Select State*from Dropdown.
* City*
* Zip Code*
* Primary Contact :

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* Email ID*
* First Name*
* Last Name*
* Business Phone
* Mobile Phone

* Active (Y/N)
* Click on Create button
* New Contracting Party is created in the system and navigates to the Manage
screen, displaying the newly created Contracting Party.

Edit Contracting Party

To edit an existing Contracting Party:

* Click on the Edit button in the manage screen
* Contracting Party edit screen is displayed
* Edit the required field.
* Click on Update button
* Changes to the Contracting Party are updated in the system

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Delete Contracting Party

To delete an existing Contracting Party

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action
* Click the OK button in the displayed message box
* Contracting Party record is deleted in the system.

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Contract Templates

Contract Template is the centralized area where all the template documents
across the company can be stored and updated. The contract template is used in
Generating Contract using CMx.

In this feature, a user can Manage and Create a Contract template.

Go to Contract Template from menu, Displays Manage contract Template page, where
a user can see the following columns in a grid.

1.Template Name

2. Description

3.Status

4.Action

The user can see a Live Editor Icon, Update Icon Button, Delete action Button in
the Manage Contract Template Page.

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On click of "Create Contract Template" page displays with following fields,
where the user must input values to create a new Contract template.

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1.Contract Template name

2.Description

3.Template Document attachment field

Input values in the above fields and click on "Create" button, Contract Template
creates successfully and displays in Manage contract Template grid.

EXAMPLE CONTRACT TEMPLATE CREATION STEPS

Click on Contract Templates from the left navigation menu and then on Create
Contract Template.

Enter a name and description for the contract template and browse for the MS
Word document template created in Step1 and click on Create button.

Verify that the Contract Template is created successfully in the Manage Contract
Template screen.

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Custom Field Form

Custom Field Form is a user defined form with multiple control definitions using
a designer and a name.

Click on Custom Field Form from menu,Manage Custom Field Form Page displays with
following columns in the grid.

Manage Custom Field Form

Search Field and show entries drop down on top of grid where user can input the
custom field name and search.

* Custom field name
* Description
* Status
* Action(Edit/Delete)

In Manage custom Field Form admin users can view, edit, delete all the existing
custom field form and also create new custom field forms.

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Create Custom Field Form

Click on Create custom Field Form in the manage Custom Field Form page.Screen
displays with following fields.

* Custom Field Form Name *

* Description
* Custom Schema- with below section with 3 tabs: Designer , View and Code .
Custom Field Form Designer with below Types in right most section

Number

Single line text or String

Multi line text

Drop Down Select

Check box

Radio Group Field

To Create new Custom Field Form:

1. User enters custom field form name
2. Drags and drops and designs the required custom field form.
3. Clicks on settings of each control for further control level functions such
as required field or not required field , field name etc. Saving the custom
field form generates the json schema and saves it in db.
4. User selects the contract types, for those selected contract types,the
custom field forms will be displayed in the contract create/edit screen
5. On Submit, custom field form is created in the system and displayed in the
Manage Custom Fields Form grid.

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Edit Custom Fields Form

To edit a existing Custom Fields Form

* Click on the Edit button in the manage screen
* Custom Fields Form edit screen is displayed

* Edit the required Filed
* Click on Update button
* Changes to the Custom Fields Form are updated in the system

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Delete Custom Fields Form

To delete a existing Custom Fields Form:

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action

* Click the OK button in the displayed message box
* Custom Fields Form record is deleted in the system

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EXAMPLE CUSTOM FIELD CREATION STEPS

Click on Custom Field form on the left navigation menu.

Provide and name, description for the custom field form. Drag and drop required
custom fields.

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(NOTE: White spaces are not supported in custom field names for generate
contract annotations. For example : "Billing Rate" is not supported. Correct
field name is: "BillingRate")

Drag and drop a single line text from right to left section.

The new field will appear like above with label as "New text". Click on the
second icon pointed by the red arrow and it will bring up the Options dialog
screen.

Provide Label name without numbers or special characters or white spaces as
above and click on Okay button.

Provided Label name should be visible above the custom field text as similar to
below.

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Add all the required single line text fields that you need following above
steps.

Once done , Scroll all the way down and click on Create or Update button to save
the custom field form.

Contract Types

Contract Types are used to classify a contract based on the functional context.

Manage Contract Type:

Manage contract type screen displays the list of all existing contract types. To
view the manage screen, click on Contract Type link in the menu. In the Manage
contract type screen, click on Create button to create a new contract type,
click on Edit button to update an existing record, click on delete button to
delete the record.

Create Contract Type

To create a new contract Type:

* Enter the Name and Description
* Select Contract Template and Custom Field Form

* Click on Create button
* New Contract Type is created in the system and navigates to the Manage
screen, displaying the newly created contract type

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Edit Contract Type

To edit a existing contract type:

* Click on the Edit button in the manage screen
* Contract type edit screen is displayed

* Edit the Description, Contract Template and Custom Fields Forms
* Click on Update button
* Changes to the Contract Type are updated in the system

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Delete Contract Type

To delete a existing contract type:

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action

* Click the OK button in the displayed message box
* Contract Type record is deleted in the system

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EXAMPLE CONTRACT TYPE CREATE/UPDATE STEPS

Click on Contract Types from left navigation menu and click on create contract
type.

Provide Name and description and select the contract template created in step 1
above and custom field form in step 2.

Click on Create/Update.

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Verify in Manage Contract Types screen that a record exists with the details of
updates that you made above.

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Create Contract

To Create a Contract:

* Click on Create Contract link from menu,or go to Manage contract,click on
Create contract Tab.

Create/edit contract screen is displayed with different tab sections as
mentioned below.

(1) Main :

(2) Custom

(3) Documents:

(4) Clauses:

(5) Milestones :

(6) Notes:

(7) Access Restrictions:

(8) Enter Tags:

* Under "Main" Tab,create contract page displays.

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* Enter contract number and Title.
* Select Contract Type and Contracting Party
* Choose an effective date
* Enter the description
* Select the Risk level,Department and Contract owners.
* Choose an Expiry date(optional)
* Enter contract value and select the currency.(optional)
* Select Notification list and workflow (optional)
* Enter renewal term in days.(optional)

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2. Click on Custom Tab displays Custom Tab with any custom fields configured for
the contract type.

For example NDA (non disclosure agreement) may have different custom fields
than HR Agreement.

Refer: Custom Field Form

3.Now Click on Documents tab.

* Click on Choose files,select the file which has to be uploaded for the
specific contract,enter file description if any .
* If there are more than 1 file,click on Add file,and attach the document .
* Click on "Create" button.
* Attached files are displayed in a grid in the same page.

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4. Click on Clauses tab.

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* On click of Clauses tab,page displays with Contract clauses grid and Add
clauses tab.
* Click on Add clauses tab,displays list of clauses which are pre loaded.

* check the clauses which are to be added for the specific contract,click on
Add.
* The selected clauses are added and displayed in the grid.

5. Click on Milestone tab.

* On click of Milestone tab,page displays with Milestone grid and Add Milestone
tab.

* Click on Add Milestone tab,displays Milestone entry field,end date and
Milestone reminder check box.
* Enter the Milestone of a contract and end date.
* On Checking the Milestone Reminder check box,Alert Before Days filed pops up.
* Enter Alert before days and click on "Save" button.
* The created Milestone are displayed in the grid.

6.Click on Notes Tab

* On click of Notes tab,page displays with Notes grid and Add Notes tab.
* Click on Add Notes tab,displays Notes entry field.

* Enter the Notes of a contract .
* Click on "Save" button.
* The created Notes are displayed in the grid.

7.Click on Access Restrictions Tab(Unlocked Icon in Right top Corner of Create
Contract Page)

* Click on Unlocked icon and page displays with Access Restrictions tab.
* User can Specify both View Restrictions and Edit Restrictions for Particular
Contracts

8.Click on Enter Tags Tab(Text area at Right top Corner of Create Contract Page)

* User can enter different tags to attach with the contracts.

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After entering all these click on "Create" button.Contract creates successfully
and displayed in the Manage contract Grid.

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Create Amendment

Pre-requisite: cmx.create.amendment configuration is set to true in Manage
Configurations

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CMX PROVIDES CREATE AMENDMENT FEATURE TO QUICKLY CLONE A DOCUMENT AND MAKE EDITS
TO ANY EXISTING DOCUMENT OF A CONTRACT RECORD. WITH THIS FEATURE , USER IS ABLE
TO IDENTIFY THE LAST MODIFIED CONTRACT DOCUMENT AND THEN USE THE EXISTING
DOCUMENT OF A CONTRACT TO CREATE A NEW DOCUMENT AND, MAKE CHANGES.

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(1) CLICK ON CREATE AMENDMENT OPTION FOR A CONTRACT THAT HAS MORE THAN ONE
DOCUMENT AVAILABLE.

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(2) SELECT AN EXISTING DOCUMENT IN THE CONTRACT

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(3) CLICK ON SUBMIT BUTTON TO GENERATE A NEW DOCUMENT FROM EXISTING DOCUMENT AND
MAKE QUICK EDITS AND AMENDS. OPTIONALLY THE FILE NAME CAN BE CHANGED TO REFLECT
THE MOST ACCURATE NAME FOR THE AMENDMENT THAT IS BEING MADE.

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(4) THE NEWLY ADDED/AMENDED DOCUMENT IS NOW PART OF THE CONTRACT RECORD AND THE
CHANGES MADE ARE AUTOMATICALLY SAVED.

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Purge Contract
* Purge Contract functionality is used to Delete a particular Contract ..
* For deleting a contract , find the contract that needs to be deleted by
clicking on search button in Manage Contracts/ Global Search box in CMx.
* From the drop down menu , select Purge Contract to delete the contract and
the contract will be deleted and no more get displayed in Manage Contracts.

Cancel Contract

Cancel Contract action is done on contracts for making it to Inactive state and
there by cancelling the contract.

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After clicking on Cancel Contract the Particular contract will get cancelled or
goes to Inactive state and "Success Message" will be displayed on Manage
Contract page.

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User can see the Cancellation scenario in the Contract as Stage and Status
changed to Closed/Discontinued and Inactive/On Hold respectively..

Sent For Signature

CMx provides inbuilt Electronic Signature support, follow the below process to
send a PDF OR DOC or DOCX files for signature one at a time.

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TERMINOLOGIES

Package: A Signature Package is a set of documents sent to one or more
recipients for electronic signature.

Status: Prior to signature, the status of a document is either created or
pending. After Signature it becomes Signed or Executed.

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Sent For e-Signature

From the Manage Contracts, click on Sent For e-Signature menu option to start
the send signature process.

STARTING SIGNATURE PROCESS

You can add one or more recipients for signature process.

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A new signature package record is created and should be visible in the Manage
Signature Packages screen:

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SIGNING CEREMONY BY RECIPIENTS

Each recipient receives an email which looks similar to below:

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The recipient clicks on the unique signature URL in the email which takes them
to the Signing page in CMx:

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On clicking Sign Here, the recipient can affix the electronic signature.

Finalize the Signature Process by clicking on the Save button, accepting the
terms and conditions checkbox and clicking on the Complete Signature button.

Once the signature is finalized by the recipient, the document status is changed
to Executed and the signing process is complete.

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Sent For Manual Signature

To Send a contract for Manual Signature to the Contracting Party.

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After clicking on Sent for the Manual Signature button from options the
following screen appears

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The user can enter details into Contracting Party Email and select a contracting
party from the drop-down list which is associated with that particular contract.

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Once the documents are sent for manual signature and its processed successfully,
an alert will be displayed in the Manage Contract Page.

Sent For Internal Review

Once a contract has been created in the system, contract owner can send the
contract for Review either Internally or Externally.

Pre-requisite: A workflow should be created in the system and the same should be
assigned to Contract.

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1. Navigate to Manage Contracts Page, and search for the Contract that needs to
be sent for Internal Review.
2. Click on Contract number and from the menu click “Send For Internal Review”.

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3. An email is sent to Contract Approver and the Contract is listed in
“Pending Tasks” in the dashboard of the Contract Approver.

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4. Contract approver logs in and Clicks on the “Contract Id” from the
Pending Tasks widget.

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5. Reviewing the contract User clicks on “Approve Contract” button.
(Assuming no changes are required )

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6. The status of the contract should become approved and the status of
Workflow can be verified by clicking on “View Version History” for the contract
observe the revision history for the Contract.

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Scenario 2:

One level Workflow – When the approver has requested for changes to the contract

1. Navigate to Manage Contracts Page, and search for the Contract that needs to
be sent for Internal Review.

Click on Contract number and from the menu click “Send For Internal Review”

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2. An email is sent to Contract Approver and listed in “Pending Tasks” in the
dashboard of the Contract Approver.

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3. User Enter the Review comments and clicks on “Request For Changes”

4. An email is sent to Contract Owner to review task and Review Task is listed
in Pending tasks when Contract Owner logs in.

5. Clicking on “View Version History” user can check the status of the workflow
and also the status of the contract will not be approved.

Two level Workflow – Approve Contract:

Pre-requisite: Create a workflow which has 2 level of approvals and assigns the
same to a Contract

Once the contract has been created, the contract can be sent for multiple levels
of approvals by assigning the contract to a workflow which has multiple levels
of approvers. In this contract will only go to an approved state, when both the
approver's has approved the contract.

1. Navigate to Manage Contracts Page, and search for the Contract that needs to
be sent for Internal Review

2. Click on Contract number and from the menu click “Send For Internal
Review”

3. An email is sent to Contract Approver1 and listed in “Pending Tasks” in
the dashboard of the Contract Approver1.

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4. When Contract Approver1 clicks on “Approve Contract”, an email is sent to
Contract Approver 2 and listed in “Pending Tasks” in the dashboard of the
Contract Approver2.

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5. Contract Approver2 clicks on “Approve Contract”, and the workflow status can
be verified from the version history

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Edit Contract

Edit Contract functionality is to update an existent contract in the Manage
contract list.

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After clicking on Edit Contract the Update Contract page will get loaded and
user can Modify or Edit the contracts and click on Update Button on the right
top corner of the contract page.

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Once the Update action is successfully completed user can get an alert message
on that in Manage Contract page.

Share File (Live Editor Feature)

CMx provides users with Share File Option so that they can share the documents
with other users in CMx in Live Editor.

When the user clicks on Share File and select the particular document to be
shared, the below screen gets displayed and the user can select users list to
whom the file has to be shared.

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When the user clicks on the text box a drop-down list box appears and they can
select the email_id of the users to whom the file has to be shared.

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The user can select the user's email id and share the documents.

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After selection, once the user clicks on Share button Success Alert will be
displayed and the file gets shared to the recipient user.

Edit File Online (Live Editor Feature)

Edit File Online functionality help the CMx user to update the attached
documents with contracts Online.

The user needs to click on the Edit File Online option from various sub menus in
Manage contracts tab.

After clicking on Edit File Online option the below screen appears and the user
can edit the attached documents of any type.

User Can do the editing in the editor sheet and save the changes

After updating and saving the file user can close the document file. (user can
close the document file by clicking on the red x icon on the top right corner.)

The updated content can be viewed in the document attached to the contract by
downloading the file.

The particular file type will be opened outside the CMx and user can view it.

Create New Spreadsheet (Live Editor Feature)
* By clicking on Contract Number on Manage Contract Page grid, the user can
view different submenus for different functionalities.
* To Create a new spreadsheet file to attach to the contract as document user
can select Create New Spreadsheet from the sub-options.
* After clicking on Create New Spreadsheet option the following screen appears
and the user can create a new spreadsheet file to add with existing contracts
documents.

* After entering the data into the spreadsheet, the user can save the file and
close the spreadsheet file. (user can close the word file by clicking on the
red x icon on the top right corner.)

* Spreadsheet file will be added to the contract document list with ".xlxs"
extension type file.
* Click on Manage Contracts from the left navigation menu bar and the user can
view the particular contract where New spreadsheet file is added in the
documents tab.

Quick Create Document
* By clicking on Contract Number on Manage Contract Page grid, various
sub-options appear.
* To Create a new word file to attach to the contract as document user can
select Quick Create Document from the sub-options.
* After clicking on the Quick Create Document option the following screen
appears and the user can create a new word file to add with existing
contracts documents.

* User Can Select either create New Blank document for creating a new word
document or can create a document from Template.
* After entering the data into the word file, the user can save the file and
close the word file. (user can close the word file by clicking on the red x
icon on the top right corner.)

* word file will be added to the contract document list with ".docx" extension
type file.
* Click on Manage Contracts from the left navigation menu bar and the user can
view the particular contract where New Word file is added in the documents
tab.

Manage Contracts

Manage contracts screen displays the list of all existing contracts. To view the
manage screen, click on Manage Contracts link in the menu.

In the Manage contracts screen, click on Create contract button to create a new
contract, click on Contract number drop-down, where you can see the following
actions.

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* Quick Create Document-To Create a new word file to attach to the contract as
documents and create a document from Template.
* Create New Spreadsheet-To Create a new spreadsheet to attach to the contract
as documents.
* Edit File Online-To edit the documents attached to the contracts online.
* Share File-To share the file with other users of CMx (both internal or
external). For sharing to external users just add the new email similar to
google document sharing.
* Edit Contract - To update an existing record.
* send For Internal review-To Send the contract for approval for a person
within the organization.
* Send for Manual Signature-To send a contract for manual signature to the
Contracting Party.
* Send For Signature-To send a contract for signature to the Contracting
Party.
* Renew Contract-To send a contract for Renewal.
* Cancel Contract -To Cancel the Contract.
* Purge Contract - To Delete the particular contract.

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Advanced Search
* On Login to CMx product,Dashboard is displayed with menu on left hand side
* Click on "Advanced Search" from left menu.
* There are two sub-categories

a. Filtered Search

b. Full Text Search

Filtered Search

* The Filtered Search page is displayed with a text box to enter keywords,
Select Search filters drop-down box and a search button.

Search Filters:

a. Contract Number

b. Contract Title

c. Contract Owners (Users)-User Name

d. Departments-Name

e. Locations-Name

f. Contracting Party-Name

g. Contracting Party Type-Name

h. Contract Type-Name

i. Document Attachment Contents

j. Document Attachment Types (Example: PDF, MS Word etc)

k. Document Attachment File Name (Example : Filename* )

* User enters search name in the text box and chooses appropriate option from
filter and then clicks on search button.
For example: user enters contract number in the search field and chooses
"Contract Number" from filter and clicks on search button.
* Results are retrieved and displayed in a search results page.

* user can enter the keywords and select a particular category from the filters
and click on search button for retrieving search results.
* Results are retrieved and displayed in a search results page.

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Full Text Search

* The Full text search also works similar to searching content texts in the CMx
files and documents.
* Full text search is displayed with a text box for entering text to be
searched and a Search button to accomplish the tasks.

* when the user enters the search keyword and click on Search button ,then the
searched text will be highlighted in yellow and displayed in the search
window as follows.

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Manage Requests

All the requests in CMx is being tracked using this screen.

User is able to create new requests using "Create Request" , update existing
requests using "Update Request" on edit mode and Delete existing Requests using
"Delete Request" on Delete mode.

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Create Manage Request

Click on Manage Request in the Manage Requests page.Screen displays with
following fields.

* Request Id *
* Name*

* Quote ID
* Order Id
* Contracting Party
* Effective Date
* Description*

* Enter the values in the field areas
* Click on Create button
* New Request is created in the system and navigates to the Manage Request
screen, displaying the newly created Request.

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Edit Manage Request

To edit a existing Request:

* Click on the Edit button in the manage screen
* Manage Request edit screen is displayed

* Edit the fields that needs to be updated
* Click on Update button
* Changes to the Requests are updated in the system

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Delete Request

To delete a existing Request

* Click on the Delete button in the manage screen
* A Message box is displayed for confirmation of delete action

* Click the OK button in the displayed message box
* Request record is deleted in the system.

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Contract Repository

Contract Repository Stores and Manages all contracts in CMx System

This feature provides businesses to manage contracts. Contract Repository is
again Classified to different Submodules for performing unique functionalities
of CMx.

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Contract Repository Main Classification is as Follows:-

Main Module in the Contract Repository is the Manage Contracts where all the
Contract features are accessed and managed.

Dashboard

CMx Dashboard has the following sections, different dashboard widgets are
displayed to different users (Executive, Administrator, User) based on the user
role and permission scheme that the user is assigned to. CMx Administrator by
default has all access. :

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1. Contract Analytics Widget -Contract Analytics Widget is a drill-down widget
which represents pie charts based on the selection from drop down.

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Dropdown values:

1. Contracts by Contracting Party: % Distribution of Number of contracts by
contracting party(Pie Chart) (Default Selection), On click of the portion of
the pie, re-directs the user to the specific contracts.

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2. Contracts by Contract Type: % Distribution of Number of Contracts by
Contract Type

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3.Department: % Number of Contracts by Department (Pie Chart)

‍

4.Location: % Number of Contracts by Location (Pie Chart)

‍

5. Contracting Party Type: % Number of Contracts by Contracting
Party Type (Pie Chart)

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6. Contract Risk Levels

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7.Contract Value

a.% Contract Values by Contracting Party Type (Pie
Chart)

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b. % Contracts Value Per department

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when clicked on above values from drop down, it has to display actual
numbers/values of the specified percentage value.

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2. My Tasks Widget-User is able to view and work on the assigned tasks. My Tasks
Widget in the dashboard is to retrieve all the tasks for the logged in user.

On clicking on the Task Name link, the user will be redirected to the associated
entity, Task Name is linked with a contract number and. On clicking on the Task
Name, the user is redirected to the review page for contracts.

1. Once the task is assigned, the task status displays" pending "by default
in My Task widget grid.

2. On completion of review activity, task status changes to "Completed" by
the system and same is updated and displayed in My Task widget grid.

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3. Audit Trail Widget- Audit Trail section displays the real-time of activities
performed by the user and other users for whom the user has authority on are
recorded. The administrator can see all the activities performed by all the
users, whereas User can see only the contract related feeds if the user is part
of the notification list for the contract.

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4.Expiring Contracts Widget -.This section displays all Expired/Expiring
Contracts ( within 30,60, and 90 days) in descending order of the contract
expiry date in the grid. when clicked Contract Number (hyperlink) show take to
the edit view of the specific contract.

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Forgot Password

Forgot Password allows existing user to retrieve their password,If a user has
forgotten their password.

‍

Pre-requisites

Navigate to the User Profile page and Set the Security Questions (Logout Menu
-> User Profile ->Security Questions section)

Note: Please take a note of the Security Questions and Answers as these will be
required while resetting the password using 'Forgot Password"

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FORGOT PASSWORD STEPS:

1.click the Forgot Password link on the sign in page.

2.Enter the Email ID and click on submit.

3.Email is validated and security question is displayed as text.

‍

4.Enter an answer for the displayed security question.click on submit.

‍

5. On Submit, If the information entered is valid then a message stating that”
Your password is sent to your email” else “Please review your entries and
provide all required fields”.

‍

6. The system will send you a recovery code so that user can change your
password.

7. Click on the Recovery Code hyperlink in the email.

8. Enter and confirm your new password.

‍

Two steps are involved in MFA login.

Step 1:Provide user name and Password.

Step 2:On Successful Login,enter MFA 6 digit code .

‍

MFA settings:

* Click on Manage Contract Link from Menu,Manage contract Screen displays with
"Settings" Tab on top right hand side of the screen.
* Click on settings,Click on "Multi Factor Authentication settings" Tab.
* Admin can select the users from scroll box, for whom the MFA needs to be
enabled and clicks on save.

To Set Google Authenticator Application:

* Download Google Authenticator Application in your mobile..
* Open Google Authenticator App , Select Menu Option Click on Setup Account.
* Now Scan a barcode and point to the above barcode in the screen till you
hear a beep sound which indicates successful registration of bar code in
Google Authenticator App.
* You can register barcode of more than one users in Google Authenticator App
and it will display different 6 digit numeric codes for each user
registered
* Once barcode is successfully registrated,
* enter the 6 digit numeric code for the user registered from google
authenticator app to the input text box and click on send button.

To Login Using MFA:

* Hit the CMx URL,provide valid username and password in the login screen.
* On successful Login result in CMx prompting for the MFA 6 digit code in a
second subsequent screen.
* where user needs to enter the correct MFA 6 digits code for the user from the
mobile application Google Authenticator.
* On all subsequent login of the same user , no QR/bar code registration
required in the Google Authenticator App. Only the 6 digit numeric code needs
to be entered in for successful user login.

The user is able to successfully login to the CMx system using a valid username
and password.

To Login CMx System:

* Goto your unique CMx Url in the browser and you will see the Login Page
displayed with Email Id and Password Field.
* Enter the registered Email ID (Not Case Sensitive) and Password (Case
Sensitive).
* Click on "Login" button.
* if the credentials provided are correct then the user is able to login to the
CMx product, else an error message is displayed stating “Invalid
Credentials”.

Note:

1. If the user keys in an incorrect password and tries to login for 3
consecutive times, then Simple Captcha is displayed.

2. If the user keys in an incorrect password and tries to login for 5
consecutive times, then the user account will be locked and displays a message
stating “ The User Account is locked, Please contact the administrator”.

Users Guide
* 3.1. Login using Password
* 3.2. Login using Multi Factor Authentication (MFA)
* 3.3. Forgot Password
* 3.4. Dashboard
* 3.5. Contract Repository
* 3.6. Analytics & Reports
* 3.7. Control Panel
* 3.8. Electronic Signature

Contract Lifecycle Management (CLM)

Contract lifecycle management (CLM) is the process of controlling, coordinating,
and streamlining all stages in the life cycle of a contract. Contract life-cycle
management (CLM) software helps firms create, manage, and achieve maximum value
from business contracts with customers, suppliers, vendors and dealers.and is a
key piece of the business technology agenda.

7 Stages of Contract Life Cycle Management

* Requesting contract - The contract management process begins by identifying
contracts and appropriate documents to support the contract’s purpose, where
user requests for initiating a contract to be executed with contracting
party.
* Authoring - The “authoring” process is about setting up contract templates
and clause libraries to empower business users and legal users, respectively,
to create new contracts in a fast but controlled fashion. Writing a contract
by hand is a time-consuming activity, but through the use of automated
contract management systems, the process can become quite streamlined.
* Contract Negotiation - Upon completion of drafting the contract, employees
should be able to compare versions of the contract and note any discrepancies
to reduce negotiation time by half when contract processes are automated and
streamlined.
* Approval Process - The instance in which most bottlenecks in contract
processes, automated contract management allows users to preemptively strike
by tailoring approval workflows, including parallel and serial approvals, and
keep business clipping along at a rapid pace.
* Contract Execution - Automated contract execution allows users to control
and shorten the signature process with eSignature and Manual Signature.
Contracts executed are effectively managed from the effective date to expiry
date.

* Auditing & Reporting - Automated contract management processes utilize a
full range of valuable audit and reporting tools such as contract compliance
alerts, audit tracking, on-demand report generation and easy integration with
third-party reporting tools.
* Contract Renewal and Amendment - Using manual contract management methods
can often result in missed renewal opportunities and business revenue lost.
By automating contract management processes, a business can quickly identify
contract renewal candidates, allowing plenty of time to act, and
automatically create new contract drafts based on the previous contract.
Automated systems provide a single, effective view of a business relationship
across multiple contract amendments.

Terminologies
* Company Profile-Concise description of a firm,or details of a firm is stored
where admin can view and update company profile
* Change Password-This feature allows existing user to change their password.
* Location -Location is a place where an organizational business operations
occurs. This Provides admin user to manage company location details.
* Department-Department is a specialized functional area within an organization
or a division, such as accounting, marketing, planning, etc where admin user
can manage company’s department details.
* User -The people employed by a particular organization are so called User
/Staff, where admin is able to view, edit, delete all the existing user
details and also create new user.
* Role - Role is an expected behavior associated with a particular position in
an organization, This feature provides admin user to manage and create new
Role.
* Permission scheme- Users have permission to access the system through
assigned permission schemes. Admin can Assign Permission Scheme to a Role ,
only one permission scheme can be assigned to a Role any point of time.
* Contract Type-A particular kind of Agreements between two entities like
Incentive contract, Fixed Price contract, Purchase order etc. where in this
feature provides users to view, edit all the existing contract type details
and also create new contract type.
* Custom Field Form- Custom Field Form is a user defined form with multiple
control definitions using a designer and a name. This feature provide admin
user to create, update and manage the custom field form.
* Contract Templates-These are Standard forms of contract which is usually a
preprinted contract containing set clauses. This feature provides user to
manage contract templates which can contain user defined custom fields.
* Contracting Party - Contracting party is the business entity that enters into
a legally binding contract with the current organization who creates the
contract. This feature provides user to manage contracting party details.
* Contracting Party Type- Contracting Party type refers to the various
types/buckets contracting party can be categorized. This feature provides
user to manage contracting party type.
* Clause Category-Clause categories are grouped under Clause Library. This
feature provides user to create new contact clause category which can be
attached to a Clause Library by choosing from dropdown.
* Clause Library- A Clause Library is an online repository of pre-defined and
approved legal clauses that can be inserted in to contracts. This feature
provides user to create new contact clauses which can be attached to a
contract type by default.
* Work Flow- Work flow is a Progression of steps /tasks that comprise a work
process, involve two or more persons. This Provides user to define a workflow
for contract approvals.
* User Profile- A user profile is a record of user-specific data that define
the user's working environment. This feature allows existing user to view and
update their profiles.

Concepts
* 1. Terminologies
* 2. Contract Lifecycle Management (CLM)

Introduction to Contract Management

INTRODUCTION TO CONTRACT MANAGEMENT

Contract management is the process of managing contract creation, execution and
analysis to maximize operational and financial performance at an organization,
all while reducing financial risk. Organizations encounter an ever-increasing
amount of pressure to reduce costs and improve company performance. Contract
management proves to be a very time-consuming element of business, which
facilitates the need for effective and automated contract management system.

Contract Management Software

While the tradition is normally to manage contracts manually through folder and
file cabinet storage, the practice is riddled with inefficiencies that can only
detract from an organization’s overall efficiency. Integrating with an automated
contract management service will help free up countless man hours and automate
countless processes associated with managing a contract, thus creating more
value for a company.

High-level features of CMx - Contract Management Software

Simplify your enterprise Contract Life Cycle Management (ECLM) Process with
below features:

‍

1. Enterprise Level Configurations

a. Organization Provisioning

i. Company Profile

ii. Location Provisioning

iii. Department Provisioning

iv. Staff Provisioning

v. Role & Permission Provisioning

vi. User Groups Provisioning

‍

2. Contracts Configuration & Extensibility

a. Contracts Settings

b. Contract Level Security Permission

‍

3. Contract Repository

a. Central Contract Respository for Managing Contracts and Document
Attachments

b. Search & Advanced Search

i. Sub-second Response with Millions of Contract Records and Content
types of files attached with contracts.

c. User Defined Custom Fields

d. Configurable Custom Workflow

e. Internal & External Reviews

f. e-Signature

g. Contract Types

h. Custom Contract Templates

‍

4. Collaboration Features

a. Collaborate and author contracts

b. Internal Review with Team Members

c. External Review with Subject Matter Experts (SME) and Lawyers, keeping
track of every change on the go.

‍

5. Analytics & Reports

a. Audit Trail

b. Contract Analytics

c. User Task Board

d. Recommended Contracts for Review

‍

6. Enterprise Scalability & Cost Effectiveness

a. Leverages strengths of Open Source Stack combined with powerful document
authoring and collaboration features

b. Scalable Design with the latest and greatest technology stacks to
provide you the best possible User Experience (UX)

‍

7. Security

a. SSL

b. HMAC Request Level Security

‍

8. Import & Export

a. Self Service Import of Existing Contracts using Excel Template

b. Export Existing Contracts - Administrator

‍

9. On-Premise Vs Cloud SAAS Version

‍

10. World Class Support

Getting Started

CMx is a complete end-to-end Contract Lifecycle Management (CLM) solution which
can be deployed across all departments/locations/subsidiary (child companies)
within an organization. CMx is designed based on below diagram which represents
the true CLM stages.

More details on these stages can be found here:
https://www.contractexperience.com/resources/resources-main.html

* 1. Introduction to Contract Management

‍

Home
Features

Contract Lifecycle Management (CLM) Software Solution: Cloud or On Premise.

Advanced Analytics

Actionable data and reports to reduce risks and increase efficiency.

CLM Platform

Implement Optimal Contract Management System Efficiency In Your Business

Clients

Hear what our lovely clients say!

Integrations

Integrated with tools you already know and love.

Resources

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DYNAMIC CONTRACT MANAGEMENT SOFTWARE FOR ALL YOUR NEEDS!

Contract Management Software

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Features

CONTRACT LIFECYCLE MANAGEMENT (CLM) SOFTWARE SOLUTION: CLOUD OR ON PREMISE.

With CMx, you have access to valuable CLM data from all of your contracts, legal
agreements and associated documents at a glance.

EASY CONFIGURATIONS,PERMISSION SETTINGS,REMINDERS & INTEGRATIONS

Provision your business departments, locations, users, roles and fine grained
permission schemes in CMx. Configure your business process work flows and day to
day operations.

SELF SERVICE IMPORT & EXPORT

Using Self Service Import your team can import all of your existing contracts
into CMx Contract Management Solution and migrate from your existing folders.
With export your administrators can move out all your contracts from the system
, you are the owner of your data at all times.

CENTRAL CONTRACT REPOSITORY & IN-BUILT CLM

Securely store all of your enterprise's contracts from all departments and
retrieve in sub seconds using highly efficient indexed search from online or on
premise contracts repository.

CONTRACT REVIEW & APPROVAL WORK FLOW

Highly efficient in-built Contract review and approval work flows adapting to
your business makes it easy to run your day to day business operations.

STRONG SECURITY

Multi-Factor/Two Step Authentication (MFA) for secured Contract Management
Application, Secured Multi-Tenancy with exclusive data storage, Fine grained
highly customizable role/permission scheme based security system for users,
World class Secured SSL Certificate,Encrypted data storage and Secure Data
Center.

CONTRACT CREATION AND RED LINING

Create and draft your contracts easily by dragging and dropping approved clauses
within Microsoft Word and boost team productivity and compliance. Maintain all
versions and redline against the central contract repository cms software
solution.

ANALYTICS, ACTIVITY LOGS & REPORTS

Contract Analytics,Reports and Extensive Activity Logs with Numerous dashboard
widgets that ability to keep track of expiring contracts and activity trail from
all users of organization.

GROWS WITH YOUR BUSINESS AND IMMEDIATE ROI WITH MINIMUM CUSTOMIZATION

With exponential growth ,any business needs its contracts to be securely stored
in contract management system for reliable operations. CMx ContractExperience
provides just that with its scalable, reliable and elastic design.

Advanced Analytics

ACTIONABLE DATA AND REPORTS TO REDUCE RISKS AND INCREASE EFFICIENCY.

With CMx analytics data, you can easily generate custom analytics reports that
present you the right information, at a glance.

Scheduled reports

Receive reports sent as per a configured schedule right to your email inbox.

Custom reports

Analyze custom reports to know the most recent state of your contract data.

CLM PlatForm

IMPLEMENT OPTIMAL CONTRACT MANAGEMENT SYSTEM EFFICIENCY IN YOUR BUSINESS

Reduce Legal Contract Risks And Increase Compliance & Efficiency In Your
Contract Management Process By Using The Best Contract Management Software
System For Cloud Or Hosted Solution.

Free Trial

Schedule Demo
Our Clients

HEAR WHAT OUR LOVELY CLIENTS SAY!

Don’t take our word for it, take theirs. Discover how CMx has helped many
companies.

Get Started

“Great Product”.
‍
CMx is the only contract management software equipped to handle any type of
contracts seamlessly. The contract tracking and automation functionalities makes
it a very effective and efficient product.

John Carter
VP of Sales at Google
Karthick N.
Senior Manager

“Greatly enhances contract management efficiency! ”
‍
Save time on contract creation with Word plugin/web app. - Minimise risk with
expiry notifications. - In-built Electrosign feature helps streamline entire
end-to-end process.”

As a tech consultancy for legal entities, we reviewed 10 CLM products and CMx
came out as our #1 choice because of: 1) its comprehensive core set of features;
2) cloud and on-premise hosting option; and 3) flexibility to customize.

John Carter
VP of Sales at Google
Vijayta S.
Project Manager

“Easily automating legal document process from start to finish”.
‍
‍Electrosign, workflows, repository, templates, clause library all built into
one easy-to-use platform. Customisation also helps tailor our various
organisation's needs across verticals, departments, and users. It's really
saving day-to-day costs and increasing overall efficiency. Takes email out of
the contract creation process.”

John Carter
VP of Sales at Google
Suchorita M.
IT Consultant

““Excellent Product”
‍
‍Customizable and easily navigable system for core contract management
functions. Includes plenty of extra, helpful features that allow for automation
of business processes. CMX provides a solid service that customers can tailor to
their needs via extensive customization and a wide breadth of features. Highly
recommended to any organization requiring a highly customizable and supported
solution for contract management”

John Carter
VP of Sales at Google
Suresh B.
Director

“CMx is the best choice for contract management ”.
‍
CMx has helped streamline every step of the contract management process. The
development team really understands the needs based around clause library,
automating workflow processes, and flexibility around contract types,
contracting parties, and the negotiation back-and-forth process.

John Carter
VP of Sales at Google
Gurbans C.
IT Consultant

“Useful product - really has increased efficiency with our contract management
process. ”
‍
Completely has streamlined our contract management process. Thanks, CMx team!

Easy to use and CMx team was able to build out custom field boxes to reflect our
contract data which was part of our free onboarding process. Most vendors were
trying to charge for this. Before CMx, we managed contracts using Word, email,
and PDF files so switching to CMx really increased our internal productivity.

John Carter
VP of Sales at Google
Hyun K.
Executive Producer

“Overall very pleasant experience with the software.”
‍
Better grip on the contract lifecycle within our organization. Certainty of the
versions of the documents. Overall timesaving.

I like majority of the features it has to offer, especially versioning,
contract's comparison (MS Word plug-in).

John Carter
VP of Sales at Google
Roman W.
Global Transfer Pricing Manager

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Integrations

INTEGRATED WITH TOOLS YOU ALREADY KNOW AND LOVE.

MICROSOFT DYNAMICS

Apps

CMx integrates with MS Dynamics

Learn More

AZURE ACTIVE DIRECTORY

Single Sign On (SSO)

Azure AD enables SSO login with CMx

Learn More

GOOGLE WORKSPACE

Editors

Google Workspace Integration gives you the ability to use Google Document Editor

Learn More

SALESFORCE

Apps

CMx integration with Salesforce enables Sales Team to work easily with Sales
Opportunities and Contracts.

Learn More

View all Integrations
RESOURCES

OUR LATEST NEWS

Subscribe to our latest news to get the most out of Contract Management
& Automation best practices.

November 4, 2024

#9 STAGES OF CONTRACT LIFECYCLE MANAGEMENT

Learn More
September 9, 2022

ADVANTAGES OF CONTRACT MANAGEMENT WORKFLOW AUTOMATION

Learn More
September 9, 2022

CONTRACT INTELLIGENCE

Learn More

View all Articles

READY TO GET STARTED ?

Your Contract Management Process should not be by managing excel sheets,
smartsheets , google sheets, manual, semi-automated or clunky. Sign up for CMx
today and rest assured you are on your path to make your life easier.

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