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
What you'll learn:
Agenda:
This training includes:
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

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:
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.
Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.
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.
Send us an email at hello@collab365.com and we can help.
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.
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!
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.
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 or courses related to these certifications.
*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.
If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)