If you have ever heard of SpringCM, you know that it is a document and contract lifecycle management (CLM) platform. Companies can use SpringCM to merge fields into documents, build workflows and enable document collaboration, but do you know all the functionality of SpringCM? We have gathered a list of some tools within SpringCM you and your team may not be aware of that can benefit your CLM process.
Customize your File It Widget Options
SpringCM is a very robust engine. It can handle a lot of different operations and give a ton of options for you to interact with any given document. One thing this can lead to, however, is a cluttered menu.
With just a few clicks, you can easily decide what needs to be shown, and what can be hidden. You can also rearrange the icons into an order that makes the most sense. The reduction in unneeded options will definitely save your users time and provide better user experience.
To update your button preferences, navigate to the SpringCM Admin window:
Under “Account Preferences”, select the “Navigation and Actions” tab
On the “What are you customizing” drop-down, select “File It”
From here you can toggle which options you want to be shown, and even which order they are displayed in
Give Someone Super User Access
There are plenty of instances where an administrative duty can easily be handled by a knowledgeable user rather than a system administrator. Many tasks or actions that seem fairly simple, but with a limited supply of administrators can form an unpleasant bottleneck. SpringCM’s recently implemented permission sets come to the rescue!
You can create permission sets for many things, from creating and editing reports, to actual workflow automation. With the ability to add many permission sets, your super users should be well equipped to handle all the situations that call for an administrator but shouldn’t have to.
To add a new permission set, navigate to the SpringCM Admin window:
Under “Account Preferences”, select the “Permission Sets” tab
Click “New Permission Set” and adjust your settings accordingly
Once your permission set is created and saved, you can apply it to any user right from their address book entry.
Calculate Durations and Time Alerts Using Work Days
This may not be as commonly used as the other tricks mentioned above. However, if you work in an industry that does omit weekends regularly from its time calculations, it is nice to know you have the option available to you straight out of the box. That means no custom code or formulas are needed from you to make it happen! If you do want to turn this feature on in your org, do note that it will be enabled for all of your workflows.
To enable calculating durations in work days, navigate to the SpringCM Admin window:
Under “Account Preferences”, select the “General” tab
Scroll down to the “Workflow” section
Select “Yes” on the radial button for “Skip weekends when calculation duration and alert times?”
And there you have it. 3 easy things in SpringCM to help make your org shine!
Now that you are aware of this functionality within SpringCM, put them to use! Our consultants here at Buan Consulting can implement these tools and help your team’s CLM process become more efficient. For more information, please contact Buan Consulting here.