ConductScience

Documents

Signed agreements and reports for your project

During a rollout, your team opens the agreements, change orders, reports and invoice copies for its project in a private client portal.

Ask for a walkthrough
The documents tab of a fictional rollout, listing a master services agreement, a statement of work and a data processing agreement, each signed, with a PDF.
The portal demo, on invented data for a fictional company.

Contract documents

Agreements with their versions and dates

Each agreement, such as the master services agreement or the statement of work, shows its number, its version and the date it was signed.

  • If your rollout has a data processing agreement or a non-disclosure agreement, it appears with the other agreements.
Five contract documents with their numbers and versions, four signed agreements and a change order marked sent.

Change orders

Change orders from sent to signed

Until it is signed, a change order shows the status Sent. The decision behind it appears, with its date, on the portal's overview tab.

Two decisions with the dates they were made, one adding a second building by change order, and one assumption about facility Wi-Fi.

Shared files

Reports and plans our team shares

Shared files, such as a report checking your imported records or a training plan, appear in their own list.

Two shared files from the project, a report checking imported records with counts by strain, and a training plan.

Invoice copies

Invoices with their purchase orders

The billing documents tab lists each invoice as a PDF, with its purchase order, due date and status.

Payment schedule and invoices
Two invoices, each with its issue and due dates, purchase order, amount, a paid status and a PDF.

Security

Sign-in, access and data

Security details for IT reviewers
  • Signing in takes a ConductScience password and a code from an authenticator app. The portal does not offer Microsoft or Google sign-in.
  • On your side, only the people your company names can open your project. We remove anyone you ask us to.
  • No client company can see another client's project.
  • The portal stores no copy of your project and reads it from our records system each time someone opens it.
  • The portal runs no third-party analytics, advertising or tracking scripts.

Questions

Can we upload files to the portal?

No. Your team sends files to our team, and the portal shows the files we share.

Can we download the documents?

Yes. Each agreement, change order and invoice opens as a PDF that your team can save.

More on the client portal

See the client portal with our team

We walk through a project on invented data and answer your IT and procurement questions.

Ask for a walkthroughConductScience Enterprise