We have recently implemented contract management and have a main agreement and are using the clause library. We have done only a handlful of new workspaces using our main agreement - and have had issues with each one. We are having trouble maintaining the integrity of the bookmarks within the main agreement when our different reviewers are opening the agreement within the system and adding to the exisiting clauses or making red-line changes to them. The document gets out of sync, bookmarks are missing, etc. We also have issues with DFS from time to time. Has anyone else run into this and if so how did you solve it? Do all of your users have to be well versed in bookmarking in order to make changes to the main agreement without issue? Or have you avoided these issues altogether by not using the clause library and draft your agreements outside of the system and just upload/replace versions as they are changed during the review or negotiations processes?
We are using CM in a hosted environment. All users have MS word and excel loaded locally on their machines - we had to do that for this implementation - we normally run in a Citrix environment whereby these applications are accessed through Citrix.
Much thanks for any insight you can provide. Millicent Van Wie, Sr Manager, Supplier Rsources AutoNation, Inc