Add-ons for Contract Management

Hi there, We are looking to transition to SharePoint from our contract management application as an in-house Legal team. Mainly, we need a repository with meta-data to track contract information....

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onedrive

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Sez_Guler

Copper Contributor

Nov 15, 2019

Paul de Jong Thanks for the response.

Yes, we would like to set custom metadata. It would be amazing if we could also extract metadata from documents but I am assuming it would entail additional costs.

Thanks!

Sezgi

RobElliott

Silver Contributor

Nov 17, 2019

Hi, Sez_Guler I would normally use the built-in functionality of SharePoint to add metadata to your Document Libraries. But there is an add-on for Power Automate (Flow) called Encodian to extract the metadata from documents. It's at https://www.encodian.com/products/encodian-for-microsoft-power-automate/. You get up to 50 actions a month free after which it's paid for.

There's a blog post at https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Extract-data-from-documents-with-Microsoft-Flow/ba-p/370422 where they've demonstrated it. I've not tried it yet but have just got an api key from Encodian as a trial from the page at https://www.encodian.com/apikey/

Rob
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Power Automate (Flow) Community Super User

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Add-ons for Contract Management