Core Features

• Clause Management

  • Purpose: Store and reuse frequently used clauses in contracts and business documents.

  • Features:

    • Centralized repository for legal and operational clauses.
    • Clause versioning and auditing.
    • Pre-approved clause templates to ensure compliance.

  • Use Case: A sales team dynamically assembles contracts by inserting pre-approved clauses.

• Template Management

  • Purpose: Standardize document creation with pre-defined templates.

  • Features:

    • Create and edit templates for recurring documents like invoices, agreements, and business letters.
    • Support for placeholders to insert dynamic content (e.g., recipient names, dates).

  • Use Case: HR generates offer letters using pre-approved templates customized for individual candidates.

• Document Generation (Single and Mass)

  • Purpose: Automate the creation of documents, reducing manual effort.

  • Features:

    • Single document generation: Generate one-off documents for specific cases.
    • Mass document generation: Bulk creation for tasks like salary slips, tax forms, or notifications.
    • Import into various formats (PDF, Word, etc.).

  • Use Case: An HR department generates personalized tax forms for all employees at the end of the fiscal year.

• Workflow Approvals

  • Purpose: Facilitate structured approval processes for documents.

  • Features:

    • Customizable workflows with roles and approval hierarchies.
    • Notifications and reminders for pending approvals.
    • Audit trail for all workflow activities.

  • Use Case: A new policy document requires approval from legal, compliance, and management before distribution.

• Integration with SAP SuccessFactors

  • Purpose: Automate the generation of HR-related documents like business letters and offer letters.

  • Features:

    • Fetch employee data from SuccessFactors via APIs.
    • Automate generation of business letters, including employment verification or promotion letters.
    • Seamless storage of generated documents back into SuccessFactors.

  • Use Case: An HR manager generates experience letters for departing employees with a single click.

• DocuSign Features and Workflow Integration

  • Purpose: Enable secure and legally binding e-signatures.

  • Features:

    • Embed e-signature workflows into the document approval and signing process.
    • Configure signing order (e.g., employee → manager → HR).
    • Automatic tracking of signing status.
    • Storage of signed documents in the DMS or external systems.

  • Use Case: Contracts requiring signatures from multiple stakeholders are routed sequentially using DocuSign.

• Email Notifications

  • Purpose: Keep stakeholders informed about document workflows.

  • Features:

    • Real-time notifications for events like approval requests, signature completion, or workflow rejections.

    • Customizable email templates with dynamic content.

    • Notification summaries for mass document generation processes.

  • Use Case: The approver receives an email with a direct link to review and approve a document.