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Find contracts and key terms in seconds with Google-like keyword searching
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Search every document with automatic Optical Character Recognition (OCR)
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Sort, filter and export key information and documents
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Print custom reports or export them into CSV / Excel
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Customize dashboard for each user
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Assign document types and tags to fit any business need
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See documents and key terms anytime from anywhere
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Never miss a key date with easy date reminders
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Track all key contract dates
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Easily set automated email reminders
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See a calendar of all upcoming dates
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Track auto-renewing contracts, and get alerts BEFORE they renew
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Set recurring dates and reminders for events (payments, annual audits, etc)
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Keep all documents in one safe place
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Store and share contract templates
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Track status pre- and post-execution
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Email documents directly into your ContractSafe account
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Convert all scans to searchable text with Auto-OCR
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See term sheet of key contract terms
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Send contracts by email directly from ContractSafe
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View and search through any contract, even scans
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Download backup of documents or data at any time
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Receive new document notifications
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Track amendments
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Store related documents (drafts, SOWs, insurance certs, etc)
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Connect related documents to each other
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Easily create your own custom fields for tracking and reporting
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Organize custom fields into templates (by document type)
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Sharing & Roles-
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Sharing & Roles-
Unlimited users
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Download or share the contract by email any time
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Easy roles and permissions to protect confidentiality
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Read-only users (no printing or downloading)
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No-delete users
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Full reporting and analytics
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Share/limit access by Document Type
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Customizable Document Types
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Share/limit access by Tags (eliminates the need for separate data/diligence rooms)
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ISO 27001 certified data centers
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PCI DSS certified data centers
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256 bit AES Encryption
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Secure, private SSL (TSL) 256-bit viewing sessions
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Automatic failover
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Offsite backup of all data
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Intrusion detection
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Malware and virus detection
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Vulnerability testing
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Penetration testing
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Audit trails
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Dual Factor Authentication
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SAML 2.0 Integration for single sign on
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Docusign
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Other e-sig providers (coming soon)
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Okta/SAML 2.0
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Active Directory
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SalesForce
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Unlimited support online, by email and by phone
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No implementation fee
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Upgrades included
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Optional service to extract, upload and organize legacy contracts
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Customized training sessions
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