UpsideLive Features

High Level Features

• Collaborate, create, negotiate, review, and award contracts of all types using templates to ensure required terms and conditions, and standard language are included.
• Easily manage and search for all contracts and related information via a centralized repository for contracts, contract templates, compliance items, vendor profile information, contact information, etc.
• Increase overall visibility of contracts across the organization, improving management of contracts and stakeholders, and maximizing value from these agreements.
• Optimize contract performance while minimizing business risks.
• UpsideLive features a robust portal that users will see when they log into the application. Within this portal, important tasks, events and notifications can be easily managed through an interactive calendar. Personal settings such as display language, time zone and password can also be accessed and maintained in this area.
• The Events module allows users to effectively manage upcoming events (i.e. deadlines, project milestones) using the calendar to organize and notify the appropriate people on time.
• User Defined Fields (UDFs) can be created to capture unique information.
• Redlining within the contract collaboration is provided by DeltaView (Workshare).
• Full text searching of all data within the system, including attachments like PDFs, Office documents, etc.
• Multi-currency and multi-lingual capabilities (including double-byte character sets).

Documents, Templates and Business Entities

• Users can create customized Document Templates to serve as an outline for new documents or contracts. 
• Ability to import and export legal text from a Microsoft Word® document and full integration with Microsoft Word® and other Microsoft Office products.
• The User Interface configures itself dynamically on Documents and provides different content areas for each Document Type (i.e. contracts or invoices). Validation of data, including inter dependencies, ensuring of adequate controls and compliance. 
• Manage complex business relationships, including parent companies, special attributes (e.g. minority business, etc.) and other elements that are important for proper customer, partner and supplier management.

Reporting and Auditing

• UpsideLive’s comprehensive reporting module includes numerous standard reports as well as ad-hoc reporting capability.
• Keep an accurate record of contract-related information and user activity with UpsideLive’s iron-clad audit and security controls which track login times, total login time and more.
• The tracking of specific documents that have been printed and who they were printed by can be recorded by UpsideLive. Settings can be changed to record all printed documents or only approved documents. 

Automated Workflow

One of the key features of Upside Software products is an automated workflow engine which helps to drastically reduce the number of tedious manual tasks. Workflow can be described as a series of related and linked tasks that work toward a common end goal. UpsideLive’s automated workflow helps to regulate business processes by ensuring all vital steps and approval levels are included.

Workflow can be applied to several objects in UpsideLive including:

• Business Entities (i.e. customers, partners, suppliers, internal stakeholders)
• Documents (i.e. contracts, invoices, templates, etc.)
• Clauses and Legal text (i.e. risk review, insurance review, etc.)

Security

UpsideLive maintains strict control over what users can ‘see and do’ in the application using 3 main measures:

1. User Profiles: each user can be granted different permission levels which affect what areas in UpsideLive they have access to.
2. Position Hierarchy: UpsideLive creates an ‘organizational chart’ so workflow can be assigned to a particular position rather than an individual to avoid the complexities of re-assignment.
3. Groups: a control list can be established to assign individuals or positions on an ad-hoc basis.