Unleash the Power of Contract Management with SharePoint: Enhance Efficiency and Accuracy!

Discover the seamless integration of Microsoft 365 tools to transform your contract management process. Learn to automate, populate, and route documents efficiently, saving time and minimizing errors.

Suitable For

Beginners

Duration

1 Hour Recording

Format

Mini-Workshop

Presenter

Kelly Edinger

Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.

What you'll learn:

  • Best practices for creating and managing site columns and content types across your organization.
  • Utilizing JSON formatting and custom Power Apps forms to enhance user experience.
  • Insights into creating workflows that automate document creation and approval processes.
  • How to use SharePoint for effective contract management without a premium license.
  • Techniques for populating Word templates and auto-assigning metadata to streamline documentation.
  • Strategies for conditionally routing documents for approval with Power Automate.

Agenda:

Contract Management Foundations

  • The principles of using SharePoint for various contract-related documents.
  • How to tailor SharePoint features to serve contract management needs effectively.
  • Populating Word Templates

  • Step-by-step guidance on using SharePoint to automatically populate templates.
  • Techniques for replacing manual inputs with automated metadata assignment.
  • Document Routing with Power Automate

  • Setting up conditional routing for document approvals.
  • Creating Power Automate flows for document life cycle management.
  • Advanced SharePoint Features

  • Utilizing JSON formatting for customized list views.
  • Implementing custom forms with Power Apps for an enhanced user experience.
  • This training includes:

    • 1 hour of training
    • Access to the Collab365 Academy
    • Workshop Resources
    • Watch on Desktop or Mobile

    Thoughts from the Collab365 Team:

    Like many others, I found contract management to be a tedious task filled with repetitive manual entry, which often led to errors and wasted hours. The frustration of dealing with multiple versions and the constant need for updates was becoming overwhelming.

    Kelly's training highlighted just how much time I was losing on a weekly basis to inefficient processes. Seeing the contrast between my current method and the streamlined approach presented was a real eye-opener. The pain points of manual data entry and the risks of inconsistent metadata tagging hit close to home.

    Thankfully, the workshop provided a clear roadmap to solving these issues. The step-by-step guidance on setting up SharePoint to handle contracts was invaluable. By the end, I felt equipped with the tools to transform my workflow, ensuring accuracy, saving time, and ultimately allowing me to focus on more strategic tasks. This workshop wasn't just educational; it was a game-changer for my daily work.

    Description:

    This comprehensive workshop, led by seasoned cloud solutions consultant Kelly Edinger, takes you through the practical steps of leveraging SharePoint to manage contracts with precision and ease.

    Over the course of the session, Kelly demonstrates how to bypass the need for premium licenses by utilizing smart, out-of-the-box features of Microsoft 365 suite to create, route, and approve documents. You'll gain firsthand knowledge of how to set up automated workflows that not only save time but also ensure the accuracy and consistency of your documentation.

    100% Satisfaction guaranteed

    100% Guaranteed

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Meet your workshop host:

    Kelly Edinger MCT

    Kelly has spoken at previous Collab365 events and contributor to the monthly Academy Q&A sessions. 

    She's an experienced consultant passionate about helping organizations make the most of their technology investments by putting people and process first. This workshop really taps into her ability to create strategies for improving user experience, maximizing ROI, streamlining and automating processes, whilst keeping data secure.

    Frequently Asked questions:

    Can I get an invoice?

    As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

    Can I get refund?

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Can I buy a team or multi-user pass?

    Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

    Can I share the videos and ebooks?

    No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

    Who do I contact if there's a problem?

    Send us an email at hello@collab365.com and we can help. 

    Can I cancel my subscription?

    Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

    How do I get my certifications?

    If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

    What is included in the Platinum Plan?

    The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

    • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
    • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
    • Membership in an active community of 10,000 learners for peer support and networking.
    • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
    • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
    • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

    What is not included in the Platinum Plan?

    While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

    • One-on-one coaching sessions and personalized, coached training programs.*
    • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
    • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
    • External certifications or formal accreditation from third-party institutions.

    *Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

    • Personal

    • Teams

    Subscribe to all of the training in the Collab365 Academy:
    Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.