Contents

The video tutorials demonstrate how to insert a template by yourself (by using the template creation tool of the Weagree Wizard), how to organise your contract know-how, and how to fine-tune your Weagree Wizard portal (incl. the configuration dashboard for plugins and external integrations).

Every video tutorial is between 1:20 and 6:20 minutes (on average 3:50 minutes, and altogether 1:16 hour). Enjoy!

We recommend that you watch video tutorials A.3 and A.4 as an introduction to the Weagree Wizard administrator tooling, as well as video A.1 for a quick overview of which video tutorials will become useful at a later stage, and video B.1 to get your helicopter view of the various possibilities.

[Note (14 June 2017): we will add a number of video tutorials in the forthcoming weeks; part of the template-insertion work has been further simplified or automated]

A. Getting started

A.1 Quick overview of all tutorial videos

Other video tutorials are particularly worth watching if you’re considering taking a licence under the Weagree Wizard:

A.3 Inserting your model contract (by example - 1/2)

A.4 Building the template’s Questionnaire (by example - 2/2)

A.5 Choice questions: radiobuttons and dropdowns

A.6 Choice questions: checkboxes - lists of optional text fragments

A.7 Choice questions: radiobuttons, dropdowns, checkboxes - advanced options

A.8 Editing a template questionnaire (the administrator’s Q&A dialogue screen)

Video tutorial A.8 is particularly helpful where senior counsel formulate the questionnaire (with all related Q&A-elements) and the template insertion work by more junior coworkers (or Weagree’s template insertion 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:

A.9 Formulating a questionnaire - suggestions and best practices

[Under construction]

A.2 Do‘s and don’ts for administrators

[Under construction]

  • Before you start
  • When inserting your template
  • Tweaks
  • Nice hacks

B. Inserting a template (basics of the template creation tool)

B.1 Weagree’s template creation tool (introduction)

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.6 Tables

B.7 Columns

B.8 Pictures and logo’s

[Under construction]

B.9 Captions (clause headings)

B.10 Troubleshooting a template: repairing errors

[Under construction]

  • General strategy
  • 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

[Under construction]

  • 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

[Under construction]

C.5 Calculations and number-formatting

[Under construction]

C.6 Applying authorisation levels in templates and Q&A

C.7 Preparing your Word-document

[Under construction]

  • 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:

D.3 Phrases: reinforcing standard text phrases

[Under construction]

D.4 Document styling - available levels and indentation

[Under construction]

  • Your dotx-file
  • Template styles: indentation and numbering
  • How to apply
  • Which styles are available?

E. Organising your Weagree Wizard portal

E.1 Introduction to the administrator functions

E.2 Organising the Party database

[Under construction]

E.3 Workflow tab

[Under construction]

  • Submitting, default legal approver, approving
  • Setting up e-mail alerts
  • Substituting a colleague (my colleagues)
  • Monitoring compliance and reporting

E.4 Organising internationality (languages)

[Under construction]

  • Weagree Wizard interface languages
  • Template languages
  • Phrases

E.5 External integrations

[Under construction]

  • Identifying the external source or target application
  • Linking template fact sheets to externally sourced data sheets
  • Mapping the data fields

E.6 Setting up and configuring SAML (SSO - single sign-on)

[Under construction]

  • Introduction
  • Configuring SAML with your dashboard