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Smart View

The 3 recordings below are examples of how myInsight could be integrated in Documentum Smart View. Imagine a contract management company and watch the short videos for each role.
Just contact us if you would like to discuss more of this is during a live demo!

Mark & Nicole are contract managers. In their Smart View landingpage they want to see the contracts they are responsible for and being informed which contracts or counterparts require attention.

Linda is team manager. She monitors whether all contracts are taken care of and can zoom into specific contracts. If needed, she can send the responsible contract manager a contract review task (Documentum workflow).

Jeffrey is a CxO. He is not interested in contract details, instead he wants high level information like compliancy level, trendline and country status. If needed he can finetune an Excel overview for a management meeting.