Contract Management: Ephesoft and SharePoint Online

SharePoint Contract Management

Capturing Contract Data for Analysis

We have had several requests recently to show how we can help in processing contracts and extracting metadata.  The below video uses Ephesoft Transact in two ways to process contracts:

  1.  Extracting historical contract data for analysis.  In example one, we utilize Ephesoft to import  contract PDFs, classify them, and then extract pertinent data for routing to a SharePoint Contract library.
  2.  Routing and archiving new, inbound contracts.  This example brings in contracts from email, folders and other sources and classifies them, the places the contracts and data within a SharePoint Contract library.

Here is the overall Contract Management Solution:

 

 

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