Find the insights and best practices about our product.
🆕 Getting started guide
🔰 Getting started with Code Contract
🧑‍💻 What is Code Contract?
🆕 Getting Started with Code Contract
How to register and create your organization
✅ Initial setup
✅ Checklist to Activate Your Code Contract Account
👥👥 Differences Between Registered Users and Participants
👥 How to Invite Your Team and Assign Roles
🔐 How to Recover Your Code Contract Password or Access
🧠 8 Tips Before Getting Started in Code Contract
🏭 Use cases and examples
🎯 Common Use Cases
📖 Helpful resources
❓ Basic FAQs
📚 Quick Glossary of Terms
💻 Minimum Technical Requirements for Using Code Contract
🏢 Customize your corporate workspace
👤 Setting up your account
🏢 How to Change Your Organization’s Name and Logo
📧 How to Connect My Email Account
🤝 Differences Between Registered Users and External Participants
🔔 How to Configure Alerts
Platform – Notification Settings
👥 User management
👥 How to Add Users
🛡️ Types of Roles and Permissions
👥 How to Create and Manage User Groups
✏️ How to Modify or Delete Users
📔 Contact list
👥 How to Create and Manage Contact Groups
📓 How to Create and Delete Contacts
❌ How to Remove a Contact from Your Contact List
✏️ How to Edit a Contact in Your Contact Directory
Consigne – electronic signature solution
📘 Getting started with Consigne
✍️ Consigne – Getting Started Guide
📘 What is Consigne?
📘 Key Benefits and Use Cases of Consigne
✍️ How to use Consigne
ᝰ✍🏻 Send Your First Document for Signing
📨 How to Add Recipients in Consigne
📨 How to Invite Signers in Consigne
✉️ How to Add Signers to an Ongoing Signature Process in Consigne
🔍 Tracking and managing signature requests
🔔 Notifications and Reminders in Consigne
📩 How to Resend a Signature Request
📝 How to Check the Signature Status of a Participant
✅ Signature types and validity
🔐 Types of Electronic Signatures Available in Consigne
Legal Validity and Security in Consigne
🤖 Trackline – Proactive automation
📘 Getting started with Trackline
📘 What is Trackline?
📘 Key Benefits and Use Cases of Trackline
📘 Concrete Examples of Trackline Use in Code Contract
🤖 AI-Based Document Reading in Trackline
📝 Templates and documents
❓ What is a template in Trackline?
⚙️ How to Create a Template in Trackline Step by Step
✏️ How to Edit and Update Existing Templates in Trackline
📑 Types of Requests in a Trackline Template
⏰ Phase Management and Time Organization in Trackline Templates
👥 Roles and Permissions in Trackline Templates
🔄 How to Reuse Templates for Different Processes in Trackline
🔄 How to Duplicate a Template in Trackline
✅ 6 Best Practices for Designing Effective Templates
⚠️ 5 häufige Fehler bei der Verwendung von Vorlagen
✏️ How to edit the name of a process in Trackline
📎 How to configure required and optional documents in a Trackline process
⚙️ Process setup and creation
Creating a New Process in Trackline
👥 Assignment of Participants and Roles in Trackline Processes
🔄 Configuration of Phases and Requests in Trackline
⚙️ How to schedule a process in Trackline
🔄 How to attach information in a process if the participant does not respond
❌ How to remove a participant in a running process
🛠️ Create a process with multiple templates in Trackline
🗃️ How to delete an attached document or data in Trackline
📊 Management and analysis
📊 How to monitor the progress of processes in Trackline
🔍 How to filter processes in Trackline
📅 Check the last activity date of a process in Trackline
🎨 Use of colors to identify what information has already been attached and what is missing
📝 How to view details and add custom notes in Trackline
🔎 How to preview the complete traceability of a process in Trackline
📨 How to request pending information from participants in Trackline
📥 How to download all documents associated with a process in Trackline
📊 How to transform exported Excel data into columns (Transpose data correctly)
👥 Users and external participants
How to complete a Trackline request
How to Find Your Validation PIN
➕ How to add a participant in Trackline
❌ How to remove a participant in Trackline from a template
❌ How to Remove a Participant from an Active Process in Trackline
🔐 Roles and Permissions for External Participants in Trackline
🔑 Access and Authentication for Participants in Trackline
📢 Communication and Notifications for Participants
✅ How to add a participant to a running process in Trackline
🔗 Integrations and automations
API Queries in Trackline
🔎 SmartCheck – Digital evidence
📘 Getting started and basic concepts
Easily and quickly generate unique digital evidence
🔍 SmartCheck: Getting Started Guide
Create, manage and organize your evidence through projects
✅ Differences between Proof, Proof Report, and Blockchain Record in SmartCheck
What is SmartCheck and what is it for?
Types of Digital Evidence You Can Generate with SmartCheck
⚙️  Using SmartCheck and its process
📤 How to Upload and Certify Documents in SmartCheck
🔍 How to Interpret Results in SmartCheck
📂 Project Management in SmartCheck
💡 Tips to Optimize Your Use of SmartCheck
⚠️ Common Errors When Using SmartCheck and How to Solve Them
📚 Practical Use Cases and Examples with SmartCheck
📤 How to Share and Verify Certificates with SmartCheck
How to Generate a Digital Evidence Step by Step
How can I register evidence?
Help and troubleshooting
🔒 Introduction to Security in SmartCheck
🔗 How SmartCheck Ensures Immutability with Blockchain
⚖️ Legal Validity of Certifications in SmartCheck
🛡️ Personal Data Protection and GDPR Compliance
🔐 Best Practices for Maintaining Security in SmartCheck
👥 Access and Permission Management in SmartCheck
🕵️ Auditing and Traceability in SmartCheck
🔗 Integrations and automations
❓ Frequently Asked Questions about SmartCheck
🛠️ How to Solve Common Issues When Uploading Documents
🔐 What to Do If You Can’t Access Your Account or Project
⚠️ Errors and Solutions in Certificate Generation
🛠️ How to Manage Incidents and Claims
📞 Contact and Technical Support
✅ Best Practices to Avoid Errors
🔗 Introduction to Integrations in SmartCheck
Register Information via API in SmartCheck
SmartCheck Integration with Outlook
SmartCheck Integration with Google Sheets
SmartCheck Integration with Excel
Integration of SmartCheck with Odoo
🔌 Integrations
🤖 Trackline
Additional Data from a Process via API in Trackline
Documents of a Process via API in Trackline
Integration of Trackline with SAP
Trackline Integration with SAGE
Integration of Trackline with Oracle ERP Cloud
Export documents and additional data from Trackline to Holded using API queries
Integration of Trackline with Microsoft Dynamics 365
Trackline Integration with Odoo
Trackline Integration with NetSuite
SmartCheck Integration with Gmail
Integration of Trackline with Excel
Trackline & SharePoint Integration
🔎 SmartCheck
📂 Examples of Popular Integrations with SmartCheck
🚀 Use cases by sector
Food sector
📥 How to Automate the Collection of Certificates from Food Suppliers Supplier certificate management
📋 Centralize Food Handler Certificates in Seconds Delegate the collection of food handling certificates
✅ Proactive Management of HACCP Records and Quality Controls Automated control of quality records
🚀 Request and Manage New Supplier Onboarding with Automated Workflows Delegate the supplier onboarding process
📑Stop wasting time collecting specs and allergen sheets: automate it
🌡️ Certify your temperature logs with digital traceability
Digitalize your cleaning checklists and hygiene inspections
– How to generate digital evidence of raw material delivery and reception 📦 Records on raw materials
🧐 Supervise internal audits with real-time traceability Internal audit control
🧑‍🏫 Shift and training control with mobile-signed evidence Manage shifts and training with traceability
✍️ Collect Digital Signatures for Food Handler Training Records Sign training records for food handlers
📃 Manage Supply Contracts with One-Click Electronic Signatures Digitally sign your supply agreements with vendors
📑 Digital Signature of Inspection Reports and Non-Conformities Inspection and Non-Conformity Controls
🔒 Simplify the Signing of Confidentiality Agreements with Suppliers Sign NDAs efficiently
🤝 Collect Good Practice Commitments on the Production Floor — Without Paper Digitally sign good practice commitments
📋 Automated Document Control for Food Safety Audits and IFS/BRC Compliance Delegate compliance with IFS, BRC, ISO 22000 and other standards
📝 How to Ensure Internal Policy Compliance with Mandatory Digital Signatures Internal Policy Compliance
📷 Supplier Audits: how to capture evidence and validate compliance from the platform Control all your supplier audits
⚖️ Digital Signature of Sensitive Contract Clauses and Special Agreements Sign agreements electronically
🗂️ Centralization of Food Industry Contracts with Legal Validity and Version Control Contract control in a single space
🏛️ Digital Management of Powers of Attorney, Authorizations & Internal Legal Documents
🖥️ Manage System Access and Usage Policies with Digital Signatures
🔗 How to Integrate Code Contract with Your ERP or Document Management System
🧾 Automate Onboarding and Offboarding Workflows with Signed Evidence
✍️ Collect Digital Signatures for Commercial Terms and Framework Agreements with Clients
📄 Control the Delivery of Technical Data Sheets to Clients with Read Receipts and Traceability
✅ Digitally Accept Offers and Special Quotes — No Email, No Paper
🌍 Automatically Centralize Certificates of Origin, Health and Customs
🚚 Digital Signature for Export Documents: Delivery Notes, Instructions and Packing Lists
📸 Digital Evidence of Compliance in International Transport Documentation
🗃️ Request Administrative Documents Without Chasing Emails: Automate It
💸 Collect Signatures for Expense, Travel or Payment Authorizations in Seconds
📁 Digital control and archiving of accounting documentation with verifiable evidence Ensure the authenticity of your financial records
🚀 Digitize critical plant processes: from idea to pilot in 1 hour Your critical plant processes digitized in under 1 hour
🔄 How to apply SmartCheck in continuous improvement and lean manufacturing projects Continuous improvement tracked and guaranteed
🤝 Manage proofs of concept and collaboration agreements with digital signature Accelerate pilot projects instantly
🏭 Control plant production with digital evidence — no paper, no delays All information guaranteed and accessible at a glance
📑 Digital signature of financial documentation with full traceability and control Manage financial information from start to finish
Construction sector
🧾 Collect and centralize technical documentation from subcontractors without chasing emails Delegate subcontractor management with automated requests.
✅ Digitize site inspections and execution controls with real-time evidence Automated inspections and controls for your construction sites
❌ Manage non-conformities on-site with evidence and digital signature Non-conformity control on construction sites
📋 Control the legal documentation of subcontractors and technicians without risks or delays
🖋️ Get everyone to sign PRL, GDPR and ethical protocols — without using paper
⏰ Avoid risks with automatic expiry alerts for critical documentation
📑 Request and validate supplier documentation before contracting
✍️ Sign framework contracts and purchase orders in minutes, not days
🔁 Automate the renewal of supplier documents and avoid operational risks
📆 Log and centralize daily site reports without paper or WhatsApp
🚧 Control site access and authorizations with digital signatures and zero paperwork
🔄 Coordinate tasks between construction teams with digital workflows and signed evidence
🚚 Control material deliveries on-site with photo evidence from your phone
📝 Manage one-off deliveries, machinery, or site visits with prior digital authorization
♻️ Track waste removal and environmental documentation with full digital traceability
🧑‍🏭 Collect labor and safety documents from workers before site entry—no more email chasing
📑 Deliver documents and collect worker signatures before site entry, all digitally
⏳ Automatically control and renew labor and safety documentation before it expires
🧠 Digitize construction workflows without custom software development
📊 Measure site efficiency and compliance with digital evidence captured on-site
🚀 Scale digital processes from a pilot site to your entire company without friction
📥 Collect and validate suppliers' fiscal and legal documents without chasing emails
✍️ Digitally sign administrative documents with suppliers — no printing, no scanning Speed up your signature workflows and cut costs
🗂️ Automate the archiving of fiscal and accounting documents by supplier Make your document manager smart
⚖️ Digitally sign contracts, annexes and legal agreements with full legal validity A solution to formalise your agreements
🗂️ Centralise and track all your contracts by site, supplier or project — without losing control One place. All your legal documents.
✅ Ensure legal clause acceptance with prior digital signature from third parties Speed up legal consent collection
🧩 Digitize field processes without custom development or burdening your IT team Site digitalization in seconds.
🔐 Control access, permissions and security in digital workflows without losing agility Simple and agile security control.
🔗 Integrate Code Contract with your ERP, DMS or BI tools — hassle-free Boost your systems by making them work together.
📄 Speed up the signing of quotes and commercial contracts with legal traceability Close deals faster.
🧾 Collect client data and documentation without chasing emails or making mistakes
🖋️ Digitally sign binding offers and tender documents with full legal validity
🏗️ Collect daily site reports with full traceability and no paperwork
🧾 Validate handoffs between trades or partial deliveries with digital signatures and evidence
🛠️ Track site issues and pending tasks with full traceability and clear accountability
🌍 Collect and validate import/export documentation without chasing emails
✍️ Digitally sign international logistics authorizations and documents with legal validity
📁 Track international supplier documentation by country with expiry alerts and traceability
📂 Collect and manage suppliers’ tax and banking documentation — no emails, no errors
✍️ Sign payment certificates and approvals with full traceability — no paper needed
🗂️ Justify grants or official certifications with organized, traceable documentation
✅ Standardize and digitize on-site quality control with traceable checklists
🧱 Validate subcontractor deliverables with digital evidence and technical control
Industrial sector
✅ Digitize quality controls on the shop floor with full traceability and zero paper
📦 Validate raw materials upon receipt with evidence and automated control
❌ Manage internal or customer non-conformities with traceability, evidence, and assigned responsibility
📂 Collect and validate supplier documentation without emails or Excel
✍️ Sign contracts, agreements and purchase conditions with legal validity and traceability
🧾 Control documentation by product type or risk category with automatic templates
🚚 Collect transporter and logistics operator documents without emails or calls
📦 Sign delivery notes, pickups, and returns with traceability and without paper
🧭 Control documentation for critical shipments: ADR, exports, and special deliveries with full traceability
🏭 Standardize operational processes with digital checklists and traceability on the shop floor
🔧 Assign and track corrective tasks with closure evidence and full operational traceability
📢 Send internal instructions and process changes with proof of reading and confirmation
⚖️ Accelerate agreement signing across your company
📑 Control legal terms acceptance with traceability and validity
🏛️ Add a layer of legal and operational security across your company
🛡️ Meet high regulatory demands with confidence
📘 Meet requirements for internal policies, trainings and codes
📋 Internal and external records with guaranteed traceability
👷‍♀️ Streamline personnel onboarding in industrial settings
📣 Certify your internal communications
✍️ Sign simply and legally, from anywhere.
🧪 Track everything happening in your projects – effortlessly.
✅ Test fast and safely in your company
💡 Record and protect ideas, improvements or internal developments with traceability and authorship
🧾 Collect internal approvals for payments, orders or admin actions with traceability and no lost emails
📬 Send invoices or official documents with proof of delivery and digital receipt confirmation
🗂️ Automate document archiving by client, supplier, or case with full traceability
⚖️ Sign contracts with suppliers or clients with full legal validity, traceability, and no paper
📜 Sign and archive powers of attorney, board resolutions, and legal authorizations with full traceability and legal evidence
📩 Send formal notifications with legal validity and complete traceability
🧾 Centralize and control regulatory documentation with traceability and automated alerts
🔍 Generate structured digital evidence for inspections and audits with full traceability
🧑‍⚖️ Control the acceptance of ethical codes and internal policies with individual traceability
⚙️ Log operational incidents with traceability, evidence, and real-time follow-up
🧾 Standardize your daily operational checklists with digital validation, evidence, and tracking
🛠️ Track the implementation of action plans with clear ownership, deadlines, and traceability
🚚 Collect delivery notes, CMRs, and proof of delivery with traceability – no more email chasing
🧾 Verify loading and unloading processes with digital checklists and on-site validation
🌍 Control your international shipment documentation and customs requirements without errors or delays
Logistics sector
✅ Ensure logistics quality processes are executed with real-time traceability and evidence
❌ Manage non-conformities with accountability, evidence, and real-time tracking
🔍 Run internal audits and plant inspections with traceable, organized evidence
📁 Control your logistics providers' documentation with real-time alerts and traceability
🦺 Demonstrate compliance in OHS, training, and safety with individual traceable evidence
📜 Ensure digital acceptance of codes of ethics and internal policies with legal traceability Distribute and track acceptance of codes and policies — 100% digital.
🖋️ Formalize contracts with carriers and logistics suppliers using legally valid e-signatures—no waiting
📆 Control contract expiries and renewals in logistics with automatic alerts and full traceability
🧾 Compile all evidentiary documentation in seconds for claims or legal disputes
✅ Qualify new logistics suppliers in minutes with automatic document validation
📑 Manage framework contracts and appendices with logistics suppliers without losses or outdated versions
💰 Validate tax and legal documentation before approving payments to logistics suppliers Control tax and legal compliance proactively.
📋 Digitize operational checklists on the shop floor or in the warehouse and gain real-time traceability
⚠️ Manage operational incidents with evidence, owners, and full traceability through closure
🗂️ Control critical documentation and procedures in logistics operations—no errors, no oversights
Legal sector
✅ Control the document quality of legal case files with automatic validations
✅ Audit your legal processes with digital checklists and real evidence at every step
✅ Control document compliance for ISO or UNE certifications in your law firm
Collect and validate client documentation for KYC without wasting time or breaking the law
✅ Collect digital evidence of acceptance for legal clauses, codes of ethics, and internal policies
✅ Audit your regulatory compliance with digital checklists by area or process
✅ Control contract expirations with alerts and traceability (clients, leases, partners…)
✅ Digitally Sign Powers of Attorney, Minutes, and Internal Authorizations—No Waiting, No Travel
✅ Organize and Centralize Corporate Records Securely and Accessibly
✅ Digitize the Onboarding of New Lawyers with Automated Signing and Document Collection
✅ Ensure Compliance with Codes of Ethics, Legal Clauses, and Internal Policies—with Digital Evidence
✅ Manage Leave, Permissions, and Vacations with Traceability—Paperless
✅ Control Your Suppliers’ Legal Documentation with Automatic Follow-Up
✅ Digitally Sign Service Contracts with Suppliers—No Delays, No Paperwork
✅ Structure Internal Tasks with Traceable Forms: Requests, Deliveries, and Validations
✅ Centralize and Automate the Validation of Operational Documentation (shipments, certifications, reports…)
👤 Role based use cases
Quality
✅ Automation of Supplier Document Control with Expirations and Alerts
🧾 Digital Supplier Qualification by Type and Risk
📄 Structured Validation of Certificates and Licenses According to Applicable Standards
🔍 Centralized and Traceable Management of Non-Conformities Detected in Processes or Audits
📋 Digital Checklists for Quality Inspections in Processes, Products, or Facilities
🔁 Periodic Review of Critical Documentation with Automated Validation Flows
🔒 Control of Reading and Acceptance of Quality Policies by Staff
📦 Quality Management of Outsourced Services through Customized Forms
📊 Compliance Dashboard by Supplier, Process, or Area
🧠 Automation of Corrective and Preventive Action (CAPA) Follow-Up
Compliance
✅ Control of Mandatory Documentation to Operate with Third Parties in Accordance with Regulations and Internal Policies
🧾 Structured Third-Party Approval According to Compliance and ESG Criteria
📄 Management and Digital Signing of Internal Policies with Legal Traceability by Employee or Collaborator
🔍 Internal or Compliance Audits with Digital Tracking of Findings and Actions
🧑‍⚖️ Control of Conflicts of Interest and Responsible Declarations of Employees and Executives
🧩 Critical Supplier Management with Document Tracking and Automated Alerts
🧠 Evidence of Staff Training and Awareness in Compliance
📊 Legal and Document Risk Dashboard by Area, Supplier, or Subsidiary
✍️ Control of Signature and Acceptance of Sensitive Contractual Clauses
🔁 Periodische Überprüfung und Validierung wesentlicher normativer Dokumente
Purchasing
✅ Supplier Qualification with Defined Criteria by Category, Risk, and Criticality
📄 Automated Collection of Legal, Tax, and Technical Documentation in Supplier Onboarding
📆 Control of Expiration Dates for Supplier Insurance, Certificates, and Contracts
🧾 Centralization of Contracts and Agreed Terms with Supplier Traceability
📋 Digital Checklists for Receiving and Quality Control of Materials or Services
🔍 Periodic Supplier Evaluation Based on Performance, Compliance, and Documentation
🧩 Visibility Panel of the Documentary and Contractual Status of the Entire Supplier Base
✍️ Digital Signature Management of Contracts and Agreements with Suppliers – No Paper, No Delays
🔒 Control of Sensitive Clause Acceptance: General Terms, GDPR, Confidentiality
🧠 Automation of Corrective Action Follow-Up with Suppliers after Incidents or Audits
Operations
✅ Digital Checklists for Operational Control of Critical or Repetitive Processes
🧾 Work Order and Intervention Management with Traceability by Operator and Client
📋 Structured Control of Operational Non-Conformities with Follow-Up and Closure
📦 Receipt of Materials or Products with Digital Verification and Immediate Alerts
🔧 Document Control of Machinery, Equipment, and Preventive Maintenance
📆 Planning and Execution of Operational Tasks with Automatic Alerts
📸 Incident Reporting with Photo, Location, Responsible Person, and Type of Failure
🧠 Visual Indicators of Operational Compliance by Shift, Zone, or Team
✍️ Digital Signature of Control Sheets, Deliveries, or Daily Reports by Operator or Client
Logistics
✅ Digital Checklists for Control of Reception, Storage, and Dispatch in National and International Operations
📦 Document Management for Carriers and Customs Agents with Expiration Alerts
🧾 Recording and Tracking Incidents in International Transport and Warehousing with Digital Evidence
🔍 Periodic Evaluation of Logistics Providers Based on Performance and Compliance
🛃 Digital Access and Security Control in Warehouses, Ports, and International Distribution Centers
📆 Planning and Monitoring International Routes with Digital Delivery Validation and Electronic Signatures
📊 Comprehensive Dashboard for Documentary and Operational Compliance in International Logistics
✍️ Digital Signature of Critical Documents: Delivery Notes, Contracts, Certificates of Origin, and Customs Authorizations
🧩 Automation of Corrective Action Tracking after Logistics Incidents
🔄 Periodic Review and Update of Logistics Protocols and Procedures
Human Resources
✅ Digital Management of Employee Signatures and Acceptance of Internal Policies and Codes of Ethics
🧾 Automated Control and Renewal of Training Certificates and Authorizations
📋 Digital Checklists for Employee Onboarding and Offboarding
📆 Planning and Monitoring of Performance Evaluations and Objectives
🧠 Recording and Monitoring Workplace Incidents with Traceability and Corrective Actions
✍️ Digital Signing of Employment Contracts and Annexes with Legal Validity
📊 Compliance and Employee Document Status Dashboard
🔄 Automation of Reminders for Contract Renewals and Salary Reviews
🔒 Control of Acceptance of Sensitive Clauses: Privacy, Non-Compete, Data Protection
📈 Evidence and Monitoring of Training and Professional Development Plans
Innovation
✅ Digital Management of Innovation Projects with Document and Legal Tracking
🧾 Automation of Electronic Signature in Non-Disclosure Agreements (NDAs)
📋 Digital Checklists for Testing, Prototypes, and Validation
📆 Monitoring Expirations and Renewals of Patents, Licenses, and Authorizations
🔍 Assessment and Monitoring of Legal and Regulatory Risks in New Developments
🧠 Recording and Monitoring Incidents or Deviations in Innovation Processes
🧠 Recording and Monitoring Incidents or Deviations in Innovation Processes
✍️ Management of Collaboration Agreements and Contracts with Technology Partners
🔄 Periodic Review of Internal Policies and Regulations Applicable to Innovation
Management
✅ Centralized and Automated Management of Administrative Contracts with Digital Signatures
🧾 Document Control and Renewals of Licenses, Permits, and Certifications
📋 Digital Checklists for Internal and External Audits
📆 Planning and Monitoring of Tax Deadlines
📄 Digitization and Secure Archiving of Invoices and Accounting Documents
🔄 Automation of Approval Flows and Document Reviews
📊 Dashboard for Document Status and Regulatory Compliance
✍️ Electronic Signature for Administrative Documents and Internal Contracts
🧩 Automation of Administrative Incidents and Corrective Actions Tracking
🔄 Periodic Review and Update of Internal Policies and Administrative Procedures
Legal
✅ Centralized Contract Management with Version Control and Digital Signatures
📋 Checklists for Legal Reviews and Regulatory Compliance
🔄 Control and Alerts for Contract Expirations and Renewals
🔍 Management of Claims, Litigation, and Legal Action Tracking
📄 Digitization and Secure Archiving of Legal and Regulatory Documents
🧾 Electronic Signature of Legal Documents and Contracts with Legal Validity
📊 Control Panel for Monitoring the Legal Status of Contracts and Processes
🔐 Control and Signing of Sensitive Clauses and Legal Annexes
🧩 Automation of Corrective Action Tracking from Legal Audits
🔄 Periodic Review and Update of Legal and Internal Regulatory Policies
Executive Management
✅ Comprehensive Strategic Control Dashboard with Key KPIs and Document Status
📊 Automated Monitoring and Reporting of Regulatory Compliance and Certifications
🔄 Automation of Project and Contract Approval Workflows
📋 Checklists for Internal Audits, Reviews and Policy Compliance
🧾 Centralised Management of Contracts, Agreements and Key Documents
🔔 Proactive Alerts for Risks, Deadlines and Pending Actions
✍️ Digital Signature for Decisions, Authorisations and Strategic Documents
🧩 Monitoring and Closing of Corrective Actions and Improvement Plans
📆 Planning and Control of Periodic Reviews of Policies and Procedures
🔍 Analysis of Legal, Operational, and Compliance Risks from a Single Dashboard
IT
✅ Centralized and Automated Management of Technology Vendor Contracts with Digital Signatures
🔐 Software License and Expiry Tracking
📋 Digital Checklists for IT Security Audits and Compliance
🛠️ Planning and Monitoring of Preventive and Corrective Maintenance
🔄 Automation of Approval Workflows for Technology Implementations and Changes
🧩 Incident and Ticket Logging and Tracking with Full Traceability
📊 Compliance and Document Status Dashboard in IT
✍️ Electronic Signature for Service Level Agreements (SLAs) and Internal Contracts
🔔 Proactive Alerts for Security Updates and Contract Renewals
🔍 Technology Risk and Cybersecurity Assessment and Management
Sales
✅ Centralized and Automated Management of Commercial Contracts with Digital Signatures
📋 Digital Checklists for Compliance with Sales Processes and Service Quality
🔄 Contract and Agreement Renewal Control and Alerts with Clients
📆 Planning and Tracking Sales Goals and KPI Compliance
✍️ Electronic Signature for Proposals, Orders, and Commercial Agreements
🧩 Recording and Tracking Commercial Incidents or Claims with Traceability
📊 Dashboard for Monitoring Sales, Contracts, and Regulatory Compliance
🔔 Proactive Alerts for Opportunity Management and Customer Follow-Up
🔄 Automation of Approval Workflows for Discounts, Promotions, and Commercial Terms
📄 Digitization and Secure Archiving of Commercial Documentation and Contracts
✅ Document Control and Management of Quality and Safety Certifications
📋 Digital Checklists for Inspections and Production Process Control
Automation of Approval Workflows for Production Line Changes
🧩 Monitoring and Management of Incidents and Corrective Actions in the Plant
📆 Planning and Control of Preventive Maintenance and Calibrations
📊 Dashboard for Monitoring Production KPIs and Regulatory Compliance
🔔 Proactive Alerts for Quality Control and Document Expirations
✍️ Electronic Signature for Control Records and Plant Validations
📄 Digitization and Secure Archiving of Production Documents and Controls
🔍 Operational and Safety Risk Assessment and Management in the Plant
📊 Use cases by functionality
Consigne
✅ Centralized Contract Management with Version Control and Digital Signatures
🔄 Automation of Document Approval and Validation Workflows
✍️ Legally Valid Electronic Signature for Documents and Agreements
📄 Digitization and Secure Archiving of Critical Documentation
📋 Digital Checklists for Process and Policy Compliance
🔔 Automatic Alerts and Notifications for Expirations and Pending Tasks
🧩 Management and Control of Sensitive Clauses and Contract Annexes
🔍 Dashboard for Monitoring Document Status and Processes
🧾 Reports and Audits with Complete and Organized Evidence
🔐 Granular Access and Permission Control to Protect Sensitive Information
Trackline
✅ Automated Document Control with Expiration Alerts
📑 Structured Management of Document Requirements by Supplier Type or Process
🔔 Automatic Notifications and Reminders for Managers and Collaborators
🧩 Bulk Import and Registration of Suppliers and Associated Documentation
📊 Dashboard for Monitoring Document Compliance Status
🗂️ Secure Document Storage and Access with Version Control
🔄 Integration with External Systems for Data and Process Consolidation
📋 Digital Checklists for Document and Process Review and Validation
📈 Automated Reports for Audits, Internal Reviews, and Regulatory Compliance
🔐 Permission and Access Management to Ensure Confidentiality and Control
SmartCheck
✅ Unique Digital Certification of Documents and Files to Guarantee Integrity
🧾 Generation of Digital Evidence to Demonstrate Compliance in Audits
📱 Creation of Digital Evidence from Mobile Devices in the Field
✍️ Incorporation of Electronic Signatures and Biometric Validation in Evidence
🔄 Automatic Synchronization with Central Systems for Storage and Analysis
⚠️ Generation of Alerts Based on Test Results for Corrective Actions
Visualization and monitoring of digital tests for internal and external audits
📱 Mobile Access for Checklists and On-Site Audits
🔄 Workflow automation for audit approval and closure
🔒 Secure access and consultation of audit reports and results
🤝🏻 Partners
Partner management
📝 How to Register and Activate Your Partner Account in Code Contract
⚙️ Basic Partner Setup: Creating and Customizing Client Workspaces
👥 Advanced User and Role Management for Partner Clients
🎨 Corporate Branding and Tax Information Customization
📧 Setting Up and Connecting Corporate Emails for Clients
💻 Custom Development: How to Create Tailored Solutions
🔗 Ad-Hoc Integrations with External Systems for Clients
⚙️ Automation and Use of Custom Templates
🛠️ Monitoring and Technical Support for Clients Managed by Partners
Partnership programs and levels
🤝 Introduction to the Code Contract Partner Program
📝 How to Join the Code Contract Partner Program
Levels and Categories within the Code Contract Partner Program
📋 Requirements to Reach Each Partnership Level in Code Contract
🎁 Exclusive Benefits by Partnership Level in Code Contract
🔄 How to Maintain and Renew Your Partner Level in Code Contract
🎓 Training and Certifications for Code Contract Partners
🛠️ Exclusive Tools and Resources for Code Contract Partners
❓ Frequently Asked Questions about the Code Contract Partner Program
Partner tools and resources
📘 Partner Guide: Access and Use of Resources at Code Contract
📣 Marketing Materials Available for Partners
📚 Technical Documentation and APIs for Developer Partners
🧪 How to Access and Use Testing Environments in Code Contract
🎓 Training and Certifications Available for Code Contract Partners
🆘 Priority Technical Support for Partners at Code Contract
📑 Templates and Recommended Configurations for Partners
📊 Monitoring and Reporting Tools for Partners
🎁 Incentive and Reward Programs for Partners at Code Contract
🤝 Community and Networking for Partners
Technical integrations and collaborations
🔌 Introduction to Technical Integrations in Code Contract
🏢 How to Connect Code Contract with ERP Systems
🤝 Integrating Code Contract with CRM Platforms
🔄 Workflow Automation Using APIs and Webhooks in Code Contract
🤝 Technical Collaboration with Partners: Best Practices
🚀 Successful Integration Examples with Code Contract
🔒 Security and Compliance in Technical Integrations with Code Contract
🛠️ How to Develop Custom Connectors for Code Contract
🧪 Testing and Validation of Integrations in Controlled Environments
🛠️ Management and Support of Technical Integrations for Partners
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🔌 Introduction to Technical Integrations in Code Contract

🔌 Introduction to Technical Integrations in Code Contract
Basic concepts and benefits of system integration with the platform

In Code Contract, technical integrations allow the platform to connect with other systems and tools, facilitating the automation and optimization of business processes.

🔍 What are technical integrations?

They are connections that enable the exchange of data and actions between Code Contract and external applications such as ERP, CRM, or document management systems.

✅ Benefits of integrating Code Contract with other platforms

  • Automation: Reduces manual tasks and improves operational efficiency
  • Synchronization: Keeps data up to date across systems
  • Better user experience: Enables faster, more coherent workflows
  • Scalability: Adapts to growing business needs

🔧 Common types of integrations

  • APIs: Interfaces for direct, custom communication
  • Webhooks: Real-time notifications about events or changes
  • Prebuilt connectors: Ready-to-use integrations for popular systems

🚀 Getting started with integrations

  1. Identify the systems you want to connect to Code Contract
  2. Define the processes and data to synchronize
  3. Review the available API documentation
  4. Develop and test the integration in a controlled environment
  5. Deploy and monitor to ensure proper functionality