A large number of organizations are starting to recognize the advantages of a reliable self service portal to improve the overall user experience and save time. A portal experience provides customers with instant access to relevant data, allows personalization, and saves valuable time. Consequently, the demand for an end user portal in contract management tools is also rising.
As the companies grow, the no. of contracts they have to manage piles up. Therefore, to save time and complete general contracting tasks with ease, an End User Portal is introduced in the latest eContracts’ release.
The portal enables users to complete common contract-related tasks like searching and accessing contract data, submitting contract requests, and bookmarking important contracts, among others. In the upcoming sections, we will discuss the benefits of the end user portal and learn in detail about its features and how to use them.
TABLE OF CONTENTS
What Are the End User Portal Benefits for Business Users?
1. Enabling end users to complete common contracting tasks without assistance
2. Reducing work hours spent by end users in finding solutions to common problems
3. Giving a personalized experience to end users
4. Boost in overall efficiency of contract lifecycle of enterprise.
How Different Features of the Portal Work?
1. Submitting a Contract Request
2. Contract Search, Follow, and Bookmark
3. Custom Alerts and Notifications
1. Enabling end users to complete common contracting tasks without assistance
One of the main benefits of the End User Portal is to enable business users to complete general contracting tasks like submitting contract requests, following contracts, tracking their progress, etc. from a single platform. Users get quick access to the requests they have submitted and the bookmarked contract requests. This makes tracking contract requests less time-consuming.
2. Reducing work hours spent by end users to find solutions to common problems
Earlier, even for creating a simple contract request like NDA, the business users needed to get in touch with legal teams. However, with the End user portal, they can submit such general contract requests on their own and save valuable work hours. This enhances the overall efficiency of the business teams as they can now give more time to their core tasks.
3. Giving a personalized experience to end users
The End User Portal gives a personalized experience to the users as they don’t need to skim through bulk contract data. With the bookmark and follow feature of the portal, users can select the contracts whose progress they want to track. They can also set up alerts and notifications for the followed contracts.
4. Boost in overall efficiency of contract lifecycle of enterprise
The end user portal is not only aimed at enhancing the user experience but also improving the efficiency of CLM(Contract Lifecycle Management) in the organization. The legal team which is preoccupied with so many contracts and workflows, need not worry about submitting or tracking general contract requests of business users. This saves time for all teams leading to the increased time spent on core tasks, and increased efficiency.
1. Submitting a Contract Request
a. The end user portal has a “Submit a New Request” button on the top right corner of the homepage. Click on this button to go to the “Submit a New Request” page.
b. On this page, select the business area, request type, and fill in other relevant details.
c. Click on the submit button at the bottom to submit the request.
2. Contract Search, Follow, and Bookmark
a. Type any keyword in the search bar on the top to search for Contract Records, Documents, and Counterparty.
b. Click on the search result to view a summary of the contract, add it as a bookmark or follow the contract record to get alerts on its progress.
c. To view bookmarks, click on the“My Bookmarks” widget in the portal.
3. Custom Alerts and Notifications
a. To search for followed requests and alerts, click on the bell icon at the top right corner of the eContracts Home Page.
b. The following window will open showing notifications and alerts related to followed contracts.
4. Add Notes or Upload Related Documents
a. To add notes to a created request, click on that request from the “My Request” widget on eContracts’ Homepage.
b. After clicking, a screen will open showing basic details related to the request and on its top-right corner, one can find an ‘Add’ button beside the Notes.
c. A click on this button will open the box as shown below, where you can add the note and send a notification to the related contract managers.
d. On the same contract request page, you will find the “Upload” tab at the bottom. Click on this button to upload any supplementary documents with the request.
5. FAQs and Help Section
a. The ‘FAQs and Help’ section is at the right side on the eContracts Homepage.
b. Access all the help related documents by clicking on the “View All” tab at the bottom right corner of the section.
c. A user can easily check answers to most common FAQs or access help documents for self-service or resolving any common issue.
Improving user experience with portalized experience is becoming increasingly important as it leads to enhanced productivity of the end user. Besides, it saves precious work-hours of business users who can complete general tasks with ease. It also saves the time spent by business users and legal teams for approval of simple contract requests. The portal experience as part of the latest release will be a major upgrade to the existing Contract Lifecycle Management Process of the organizations.
