M-Files for Contract Management Solution meets key requirements what organizations look for in terms of the contract management: - Ensure employees to access most current version of the contract document by supporting the automated version control and archiving functionality. - Automate contract lifecycle workflows by using embedded workflow modeler supporting both sequential and parallel approval methods. - Automatically define contract approvers considering contract attributes, like contract type, total amount, responsible department, etc. - Track the expiration of the contracts providing the automatic e-mail notifications about expiring contracts and automatic renewal capabilities. - Identify delays occurred within the contract lifecycle because all the workflow actions are automatically recorded with keeping their duration information. - Maintain continuity of the contract activities by automatic delegating the approval functions from absent employees to their substitutes during the absence period. M-Files for Contract Management Solution significantly increases the transparency and manageability of contract management process and makes the work easier to lawyers and other employees dealing with contracts. The system developed in accordance with ISO, GMP, HIPAA and other international quality regulations and standards and provides the accountability of all the registered data, keeps the information securely stored and accessed by the authorized employees only.

1. DYNAMIC CONTENT MANAGEMENT
STREAMLINING CONTRACT MANAGEMENT
WITH M-FILES SOLUTION

2. DYNAMIC CONTENT MANAGEMENT
► Presence of multiple copies of the same contract and, thus,
most up-to-date version can not be easily found
► Contracts are stored in a way that exposes their company to
risks (for example, on their workstations or in email
programs)
► Contract approval is done in hard copy or by email making it
difficult to control this process and to manage eventual
delays
► Contract expiration is tracked by manually reviewing the
electronic or hard copies
Key business challenges of contract management
the organizations face with

3. DYNAMIC CONTENT MANAGEMENT
► Ensure employees to access most current version of the
contract
► Automate contract lifecycle workflows by using embedded
workflow modeler supporting both sequential and parallel
approval methods
► Track the expiration of the contracts providing the automatic
email notifications about expiring contracts and provide
automatic renewal capabilities
► Identify delays occurred within the contract lifecycle
► Maintain continuity of the contract activities by automatic
delegating the responsibilities from absent employees to
their substitutes for the absence period
M-Files for Contract Management Solution

4. DYNAMIC CONTENT MANAGEMENT
Saving documents
► M-Files is integrated to Windows
► Saving directly from Windows folders or Microsoft Outlook

5. DYNAMIC CONTENT MANAGEMENT
Metadata structure
► Predefined metadata structure
available out of the box
► Easy customization based
on your needs
► Document metadata card is
assigned with file at creation

6. DYNAMIC CONTENT MANAGEMENT
Instant visibility
► Contracts and other data are
displayed via dynamics views
► Dynamics views based on
document metadata
► Views are centrally managed
► Anyone can create views
specific to them

7. DYNAMIC CONTENT MANAGEMENT
Instant visibility
► Any document can be displayed in many dynamic views without
document duplication, for instance:
 By department
 By document status

8. DYNAMIC CONTENT MANAGEMENT
Microsoft Office integration
► Creating documents based on
templates
► Embedded integration with
Microsoft Word, Excel,
PowerPoint, Outlook and
SharePoint
► Document auto filling based on
metadata properties

9. DYNAMIC CONTENT MANAGEMENT
Version control
► Changes are recorded automatically
► Full audit trial available
► Rollback to previous version is possible
► Versions can be compared via M-Files
toolbar from Microsoft Word
v1
v2
v3

10. DYNAMIC CONTENT MANAGEMENT
Search capabilities
► Easy to use and easy to find
► Searching based on metadata and file content
► Advanced search capabilities

11. DYNAMIC CONTENT MANAGEMENT
Information security
► Access to the contracts is always
based on user permissions
► Different permissions levels:
read only and modify
► Permissions can be set
automatically based on the
metadata

12. DYNAMIC CONTENT MANAGEMENT
Contract lifecycle workflows
► Flexible and easy configurable workflows
► Support for both sequential and parallel approval methods
► Email notifications when document is assigned for user action

13. DYNAMIC CONTENT MANAGEMENT
Contract approval
► All documents assigned to certain user are displayed in single view
► Automatic definition of approvers based on contract conditions
declared in common approval lists

14. DYNAMIC CONTENT MANAGEMENT
Approval statistics
► User action records are created automatically
► Elapsed time is calculated taking into account working day hours,
weekends and public holidays
► Start and end time saved in local and UTC time formats
► Approval transactions can be printed

15. DYNAMIC CONTENT MANAGEMENT
Monitoring contracts
► Notifications about expiring contracts based on metadata
► Automatic contract renewal functionality
► Time intervals freely configurable

16. DYNAMIC CONTENT MANAGEMENT
Multi-file documents
► Multi-file document may contain several files
► Multi-file document approval applies to all the files attached to
such document

17. DYNAMIC CONTENT MANAGEMENT
Employee substitutions
► Registration of vacations,
illnesses, business-trips and
other absences
► Contract documents assigned to
certain employee are
automatically available for
editing or approval to their
substitute during absence
period

18. DYNAMIC CONTENT MANAGEMENT
Web- and mobile user interfaces
► Web-access via any popular Internet browser, such as Internet
Explorer, Mozilla Firefox, Google Chrome, Safari
► Native mobile apps for iPhone/iPad, Android and Windows Phone
devices

19. DYNAMIC CONTENT MANAGEMENT
► Direct connection to any
database
► Packaged integrations for
Microsoft Dynamics, SAP,
Salesforce, NetSuite,
ConnectWise, etc.
Integration with business systems

20. DYNAMIC CONTENT MANAGEMENT
About FTS
► European presence: Offices in The Netherlands, Bulgaria,
Russia, Ukraine and associated companies in Poland and
Hungary
► Trusted system integrator: 250+ customers including IKEA,
Bacardi Martini, Schneider Electric, Stockmann, Ogilvy, BNP
Paribas, etc.
► Deep IT expertise: Successful implementation projects of
Microsoft Dynamics AX/NAV/CRM, Deltek Maconomy, M-
Files and Microsoft Power BI
► Strong team of professionals: 50+ IT consultants and
developers

21. DYNAMIC CONTENT MANAGEMENT
About M-Files
► Developed by Finnish-based M-Files Corporation
► M-Files Corporation is Microsoft Gold Partner for Application
Development
► Powerful, metadata-powered enterprise information
management (EIM) and document management solution
► Designed in accordance with ISO, FDA, EU GMP, HIPAA quality
regulations and standards
► Ranked as one of leading ECM/EIM solutions by Gartner,
Forrester Research and Nucleus Research
► M-Files solution is used by more than 4500 customers in 100
countries worldwide

22. DYNAMIC CONTENT MANAGEMENT
Recognition of M-Files as one of ECM-market leaders
“M-Files is unique with its
strong metadata-centric
approach to enterprise
information management.“
The Forrester Wave™ Report
ECM Business Content Services,
Q3 2015

23. Any questions? Please contact us:
Artem Shpachenko
Business Director
FTS Group
Email: ashpachenko@fts-eu.com
Web: www.fts-eu.com