Front Picture Shareflex Contract Management
Shareflex Contract by Portal Systems for managing contracts with SharePoint and Office 365
Managing contracts in SharePoint and Offie 365 with Shareflex Contract by Portal Systems

Contract Management with SharePoint and Office 365

Shareflex|contract helps you to organise your digital contract management and offers you a maximum of flexibility. Online or on-premises. Just as your business requires.

User-friendly, safe and efficient.

Flexibility and clarity for your contract management

With Shareflex|contract and the integrated modules, you can manage your contracts securely and efficiently over the entire life cycle. The pre-configured standard application for professional contract management is deployed within minutes and integrates seamlessly into your existing Microsoft SharePoint environment.

Our contract management software is based on the Shareflex|platform by Portal Systems. This enables you to configure the standard solution at any time according to the specific requirements of your company. In this way you ensure maximum flexibility. And all this without any additional programming.

Managing contracts online

We are very pleased, that we can now offer you our contract management solution Shareflex|contract for Office 365 as well. Are you interested in cloud-based or hybrid scenarios? Just contact us. We would be pleased to inform you about the possibilities!

Whether online or on-premises: With its quick and easy adaptability to individual process requirements, Shareflex|contract stands out from other comparable contract management solutions. See for yourself!

Up to date with digital contract management

Our software now also assists you in implementing the European Data Protection Regulation (DSGVO) and the International Financial Reporting Standards 15 and 16 (IFRS 15, IFRS 16).

Make up your own mind

All important information about the features of Shareflex|contract can be found in our video (only in German, sorry) and the product guide.

Of course, we will also gladly answer your questions in a personal conversation or show you our contract management system in a live demo!

Understand processes. Find solutions.

Many pioneering companies are already pursuing digitisation with the Shareflex solutions by Portal Systems. Are you ready for the first step? Contact us, we look forward to your questions!

These (and many more) companies already rely on Shareflex|contract:

  • Osram
  • Schott
  • INEOS Styrolution
  • Siemens
  • Wirecard

Shareflex as part of OSRAM’s SharePoint strategy

„Being a global company, we have many international clients who are handled by our International Key Account Managers (IKAMs). And since there are not only global, but also local contracts, we have been looking for a way to make these contracts available to IKAMs at any time. Without having to ask locally about the existence and content of the contracts. Since SharePoint is a company-wide strategy at OSRAM, the solution Shareflex|contract by Portal Systems fits perfectly into our solution strategy.“

Frank MerbecksContract Manager OSRAM

The most important features at a glance

Contract Creation

  • User-friendly interface
  • Convenient contract capture
  • Scanning and recognition
  • Integration of Microsoft Office templates
  • Automatic contract creation from metadata, external databases/ERP systems
  • Optional use of text modules/boiler plates

Information on creating contracts with Shareflex Contract

Contract Management

  • Dates and deadlines
  • Email notification
  • Automatic key date calculation
  • Creation of contractual relationships
  • Flexible search via metadata and full text
  • Integrated document management
  • Permission management
  • Business partner management

Information on managing contracts with Shareflex Contract

Processes and Workflows

  • Integrated workflow management system
  • Graphic workflow designer
  • Freely configurable contract release and approval processes
  • Automatic update of key dates of cancellation

Information on modeling processes and workflows with Shareflex Contract

Integration

  • Contract files in Outlook
  • ERP integration (SAP, Microsoft Dynamics NAV, …)
  • Master data adjustment
  • Integration of third-party systems via web services

Information on integrating Shareflex Contract in ERP and other software

Reporting

  • Lists, groupings and sums
  • Graphical views and diagrams
  • Excel export
  • 18 predefined standard reports
  • Individual customization with report wizard

Information on creating reports with Shareflex Contract

Archiving

  • Audit-proof archiving
  • Connection to storage systems (NetApp, EMC, …)
  • Integration of existing ECM/DMS systems (d.3ecm, Saperion, easy, …)
  • Manual and rule-based archiving

Information on archiving contracts with Shareflex Contract

User interface examples