OnTask
all-in-one contract automation solution that enables all stakeholders to follow the contract or document through its entire
lifecycle: from contract/document creation, to online editing, tracking versions, and acquiring approvals and signatures.
Features
Advantages
Benefits
Because it has...
You will be able to...
What that means to you is...
Online Based Redlining
Perform document changes, negotiation and
versioning entirely online.
Gone are the days of endless, back-and-forth emailing of MS-Word documents
clogging the in-box and the risk and fear of executing the wrong version of a contract
Editing
Revise document formatting and alignment,
add/ delete lists, tables, links, etc.
No more downloading and uploading documents to make simple changes
Track Changes
Know what changes were done, when and by
whom.
Gain visibility into all changes made to the contract, including who has taken any
action, what actions were taken, and the date the actions were taken.
Accept/Reject Changes
Mark the document with what has been added,
changed, removed, approved or rejected.
Eliminate the problem of rogue edits slipping by unnoticed. Accept or reject all
changes to the document.
Comment
Add, edit, reply or delete comments on the
change request in real time.
Easily leave comments about the document within workflow; no additional emails
required.
Versioning
Every version is tracked and saved
automatically
You have access to the version history of a document and see which person made
specific changes, comments and deletions in each version.
Notifications
Ensure all parties are following the process with
real-time emails and in-app
alerts.
No more emailing reminders and asking for task status, notifications are automatically
sent via the workflow for deadlines and reminders.
Digital Signature
Collect secure, legally binding e-signatures
without printing and scanning and without
another vendor
No need for an additional vendor and cost. Digital signatures are compliant with the
ESIGN Act and include a digital signature certificate so you never have to worry about
the legality of your signatures.
Workflow
Automatically route documents and forms to
the next step of the workflow
Keep your staff focused on strategies that impact the bottom line by automating non-
value added activities like chasing down paperwork and routing approvals to various
departments.
Workflow Designer
Create, preview and launch workflows that
meet your unique business needs.
Your team can build workflows with zero coding or IT required.
Dashboard
Gain complete end-to-end visibility to the entire
workflow so you always know at what step the
process is at.
With one quick glance, you can easily see which workflows are in progress and which
workflows are completed; unclogging your inbox of "What's the status?" emails.
Web Forms
Create, preview, and publish web-forms that
include a variety of field types in multi-column
layouts.
Eliminate the need to print and scan PDF forms or paper documents. With web forms,
just enter the data and send.
CRM Integration
Start and/or end the workflow from your CRM
Access all relevant customer data without leaving the CRM itself and reduce manual
data entry and potential errors with Salesforce and Infor integration.
Document Managment Integration
Automatically route documents and forms into
the data management system
Reduce manual entry and potential errors with SharePoint and DropBox integration
User Permissions
Define access controls for each user and group. Ensure compliance with your policies and procedures with specific user permissions.