Unlimited Task Assignments with New Feature

Contract Guardian has always had task assignments.  Now, it has been taken it to the next level by creating unlimited task assignments and incorporating them into My Contracts!

Example:  Suppose you need to review an agreement with your department by a certain date prior to submitting it to legal for the next phase of review.  Scheduling this activity is very simple.  While you are looking at the Contract Information, you can:

• Define the event
• Provide the due date
• Trigger a supporting email notification
• Populate the My Contract Tab with this to-do items

Once the event is created it will now show up in the My Contract Tab.

New Contract Guardian Charts Feature

Contract Guardian will be releasing a new charts feature.  This new feature will allow a Contract Manager to select from an inventory of predefined charts.  There will be a number of chart types including a Pie Chart, Bar Chart, Line Chart, and Column Chart.  The charts will be color coded by the selection criteria.  As an example: If Contracts by Department is selected, the color coding is by department and a real time contract quantity is inserted into the chart.  The final image can be placed into any office product for reporting purposes.  This feature will be associated with the Contract Manager's role and it will add to our dashboard summary capabilities within Contract Guardian. 

For additional information on Contract Guardian please contact us at 1-800-887-1834 or visit our website here.

Return from HCCA Conference

Before I picked up the phone and start calling everyone, allow me to say "Thanks!" for all the kind words when visiting our booth.  We enjoyed the opportunity to meet with so many clients in person as well as potentially new clients.  Below is a photo during a break period.

Contract Guardian To Be Featured at Compliance Institute

Be sure to visit us in booth number 203 to learn more about our company including:

Contract Guardian gives you a complete solution that manages your contracts. Plus: passionate support, disaster readiness, and technology that scales with your business. We focus on you!

• Never Miss Important Deadlines
• Automatic Notification
• Unlimited Attachments, Users & Locations
• Create Your Own Contract Types
• Unlimited User Defined Fields
  • Check Box
  • Text
  • Number
  • Drop Down
  • Dollar
  • Dates with Calendar Pop Up
• Search and Report
  • Full Text Search of Physical Documents
  • Search All Fields Including User Defined
  • Save Reports for Private or Public Use
  • Export to Excel
• Safe and Secure - Encrypted and Multiple Data Centers
• Easy Setup and Use
• Easy Customization
• Available in the Cloud or on Your System

How does Contract Guardian Improve the Contract Expiration Process?

Contract Guardian provides a few features to improve the contract expiration workflow process. When a contract is loaded into Contract Guardian it defaults to sending expiration emails based upon the contracts expiration date. In addition, the application sets up a default value so the first notice is sent 90 days in advance of the expiration date to the contract manager and or any other responsible party designated on the contract. The system then sends follow up reminders every 30 days until the expiration date is reached. This is an automatic process that alleviates this task for the contract manager. The contract manager can adjust any of these values at any time.  All of this activity is permanently recorded in the contracts journal which can be used for reference or audit purposes.

When the responsible parties receive the expiration notice in their email, this triggers the responsible party to review the contract and possibly negotiate with their trading partner.  All of these review activities can be recorded in the journal.  The eTask email web client can be used to provide feedback to the contract manager which also records the email in the journal.  The journal will contain a complete list of activities in chronological order with date, time and user stamps. These capabilities provide the contract manager with automatic features to improve their contract expiration process and provide documentation that normally would not get completed using a manual workflow.

For additional information on how Contract Guardian can improve your workflow process, please call our office at 877.751.7962. Click here to visit the website.

New Spokesperson for Contract Guardian

I’ve long believed that people would much rather watch a well done 60-second video than read a 500-word article on a web site or blog post, but right now the web runs on text more than anything else.   We have decided to do a little experiment by adding our own spokesperson for Contract Guardian.  Click here and watch.

Great HCCA Conference

We want to thank all of the customers that visited with us at the Nation's Largest Compliance Conference at Disney World.  We found the sessions to be exceptional and look forward to speaking with the new organizations that visited our booth.