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Agiloft Contract Management System

Agiloft Contract Management System.

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Agiloft Contract Management System

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  1. Agiloft Contract Management System

  2. University wide system to automate contract reviews, approvals and signature.Contracts from all University units are to be routed through one system, excluding faculty employment contracts.System will serve as central repository for all University contracts. Agiloft Contract Management System

  3. SLU Contract Management • Non Standard intake and reviews across units • Difficult to track existing contracts with multiple contract management systems across campus • Contracts executed without appropriate reviews or authority • Multiple policies across the University • One system for all contracts • Automated review process with tracking of approvals • Emails and ancillary documents stored with the contract record • Integrated with DocuSign for e-signature by designated signers • Consistent policy for contract processing Current State Future State

  4. SLU Business Units in Agiloft

  5. Three workflows have been created:- Department Workflows- Contract Type Workflows- Intake Question WorkflowsContracts will always need department review and approval, additional approvals depend on answers selected on “Details” tab. SLU Workflows in Agiloft

  6. Workflow Order in Agiloft Request Submitted Contract Type Approvals Intake Question Approvals Dept Contract Manager Department Approvals Contract Manager Signature Contract Signed/Active

  7. Contract Type Routing

  8. Permissions What you can see and do in Agiloft depends upon your assigned Group(s).

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