DOCMINDER

Workflow, Task Management & Contract Lifecycle Management

DocMinder® is a powerful document and task management tool and features built-in tracking, reporting, and workflow capabilities – all managed through email – on premise or hosted in the cloud.

DocMinder Contract Lifecycle Management

DocMinder helps you simplify routine processes from start to finish with powerful workflows,
built-in reporting capabilities – all managed through common email –
on premise or hosted in the cloud.

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Forms

Kickstart the process faster with custom web forms, quickly and easily capture the necessary details, and eliminate the need to circle back for missing information.

Routing

Simplify markup processes by integrating with enterprise document management systems, and route contracts for approval using automated workflows.

Approvals

Quickly view an audit trail of responses from DocMinder’s approval report. Easily see who has, and who hasn’t responded in real-time so you can stay up-to-date.

Summary

Easily view details such as obligation type, assigned to, status, comments, expiration date, etc., to ensure obligations are fulfilled on time.

Search

Quickly search for and access specific agreement, and contract data. Search based on metadata, contract type, status, expiration date, and more.

Workflow

View the workflow associated with a specific contract, and quickly see each workflow step by its status, including those that have not yet started.

REQUEST MANAGEMENT

Significantly Enhance Visibility and Communications

When your team creates a new request, they’re guided through entering the required information such as: data to help create the document automatically, upload supporting files, data for reporting, or to help the routing process, and much more.

Once the request is submitted, your documents will be properly filed in iManage, NetDocuments, SharePoint, DocMinder, etc., and a DocMinder workflow is set in motion.

DocMinder Request Management 1
DocMinder Request Management 2
XpressDox

DOCUMENT CREATION

Utilize Questionnaires to Assemble Documents

During the process the user is led through an intelligent questionnaire, with ‘If Then’ logic, and the ability to preview the document(s) as they are created. After the request is submitted DocMinder’s workflow is triggered, your document(s) will be properly filed, and the responsible individual(s) will receive their assignment for markup and approval.

DOCUMENT CREATION

Utilize Questionnaires to Assemble Documents

During the process the user is led through an intelligent questionnaire, with ‘If Then’ logic, and the ability to preview the document(s) as they are created. After the request is submitted DocMinder’s workflow is triggered, your document(s) will be properly filed, and the responsible individual(s) will receive their assignment for markup and approval.

XpressDox

MARKUP - APPROVAL

Markup and Approvals with Automatic Routing

DocMinder automatically routes the document to the correct individual(s) to complete the markup process with your counterparty(s). During the markup process, DocMinder can connect to an innovative document comparison technology that provides a single view of activity with your counterparty(s).

Once the markup process is completed, the document is then routed to the appropriate individual(s) for approval. Throughout this process, DocMinder’s management dashboard offers you a detailed view of what you, and your team are working on, so you can stay on the same page, and quickly move the process forward.

DocuSign

E-SIGNATURES & REFILING

Easily Collect Digital Signatures with Document Refiling

When the document is ready for signature, you can select how you want the executed document re-filed from the counterparty, and how you want returning documents processed, etc., set and forget. Then, DocMinder will pass the executed document off to DocuSign or Adobe Sign.

When the counterparty completes the e-Signature process, the document(s) are properly filed, and processed internally, data is available for future inquiries, and reporting is set, etc.

E-SIGNATURES & REFILING

Easily Collect Digital Signatures with Document Refiling

When the document is ready for signature, you can select how you want the executed document re-filed from the counterparty, and how you want returning documents processed, etc., set and forget. Then, DocMinder will pass the executed document off to DocuSign or Adobe Sign.

When the counterparty completes the e-Signature process, the document(s) are properly filed, and processed internally, data is available for future inquiries, and reporting is set, etc.

DocuSign

OBLIGATION MANAGEMENT

Maintain Visibility into Post-Execution Activities

Effectively manage milestones, post-execution activities, and retention dates with DocMinder’s notification reminders – schedule reminders based on the original expiration date, document metadata, or you can set them manually. Each responsible individual(s) will receive reminders about their task-based assignment to fulfill each obligation with reporting for evidence.

With DocMinder’s automated escalations, and re-assignment, you can easily notify a third-party or transfer tasks if a responsible individual is unavailable to carry out their assignments when they come due.

DocMinder Obligation Management
DocMinder Dashboards
DocMinder Dashboards 2

DASHBOARDS

Gain Complete Visibility into Important Details

Instead of relying on reminder notifications alone, team members can confidently manage tasks in one place with a personal “To Do” list that provides a complete picture of their upcoming assignments by task type, responsible party, due date, status, date range, and more.

Managers are supplied with their own dashboard to oversee and manage their teams work, with the ability to perform advanced searches based on their security, metadata, status, date range, and more. They can drill-down to a summary of the project, interact with additional comments, assigned individual(s), etc., to move the project forward.

Contact us

We’d love to hear from you and answer any further questions you may have.