Our contract automation administrator video tutorials demonstrate how to insert a template by yourself, how to organise your contract know-how, and how to configure your Weagree Wizard portal (incl. plugins and external integrations).
Every video tutorial is between 1:20 and 6:50 minutes (on average 3:50 minutes, and altogether 2:00 hours). Enjoy!
[Note (14 August 2017): we will add a number of video tutorials in the forthcoming weeks (and reshuffle or remove those under A.7-A.10); part of the template-insertion work has been further simplified or automated]
A. Getting started
A.1. Quick orientation on the Administrator tooling - 1:57 min.
A.2. Quick orientation on the Template creation tool - 2:57 min.
A.3. Templates: building blocks and contract clauses (left side) - 3:57 min.
A.4. Start inserting your model contract - 3:56 min.
A.5. Inserting your model contract; the template outline - 6:54 min.
A.6. Building your questionnaire (Q&A elements 1/2) - 3:59 min.
A.7(a) Choice questions: radio buttons, dropdowns and checkboxes - 4:03 min.
[To be updated (simplified) – this video tutorial will become B.2.]
A.7(b) Choice questions: checkboxes - 2:19 min.
[Topic to be addressed in to-be-updated A.5. – this video will move to B.]
[Forthcoming – August 2017 – consider watching the advanced version (cuurently B.2)]
A.10. Automated import of your Word-document
[Forthcoming – August 2017]
A.11. Optimising the Q&A of a template (the administrator’s Q&A dialogue screen)
To divide template insertion work between senior lawyers and paralegals: video tutorial A.11 demonstrates how senior counsel can formulate the questionnaire (with all related Q&A-elements) with the template-insertion-work done by more junior coworkers (or Weagree’s support team). All Q&A questions and related elements appear in one single dialogue screen:
Other video tutorials particularly worth watching if you’re considering taking a licence under the Weagree Wizard:
B. Inserting your template and questionnaire (tips and tricks)
B.1 Quick overview of all advanced tutorial videos - 10:09 min.
In this video tutorial B.1, you will learn the basics of template insertion:
B.2 Defined terms and definitions
B.3 Schedules and annexes
B.4 Cross references (function, how to)
B.5 Party details and other CRM information
B.8 Pictures and logo’s
B.9 Captions (clause headings)
B.10 Troubleshooting a template: repairing errors
Assessing your generated contract
Optimising your Q&A
C. Advanced topics
C.1 Global questions (1/2 Introduction and global editable fields)
During a questionnaire, you want to avoid asking the same question twice. That’s what global questions are for:
C.2 Global questions (2/2 Global choice questions)
C.3 Lookup lists
Introducing the concept (and examples)
Distributing choice results
Implementing corporate policies
Party references in case of large numbers of contracting parties
Creating and modifying lookup tables
Uploading a lookup table (from your spreadsheet)
Triggering lookup values
Lookup tables and global questions
C.4 Combining functions or questions
C.5 Calculations and number-formatting
C.6 Applying authorisation levels in templates and Q&A
C.7 Preparing your Word-document
Search-replace all: [gq.Party1] and [gq.Party#]
Identify places to insert definition tags
Identify the annexes
Tag for editable fields
Tag for choice-elements
D. Organising your contract knowhow
D.1 Organising your contract house styles - Introduction
In video tutorial D.1, you will learn how to create and manage your contract house styles in the Weagree Wizard. We explain how to manage the look & feel of your contracts from one central location:
D.2 Organising and using your clause library
Watch this video to learn how you can optimise using and maintaining your contract know-how, with a maximum reuse of contact building blocks and possibility to insert an ad hoc clause in your contract during the a questionnaire.
Other video tutorials particularly worth watching if you are considering taking a licence under the Weagree Wizard: