As an administrator, you have complete control over the Weagree Wizard and its individual functionalities. The administrator tooling allows you to create, modify and organise templates for contract automation and contract sheets for contract lifecycle management, bulk import CLM and CRM data, customise your entity management, set up approval workflows, organise automated tasks, manage users, configure your Weagree Wizard’s functionalities, appearance and integrations with third-party services, and more.
Below is a short rundown of the administrator tooling’s features to help you get started. To the extent that you are authorised, you can access the Administrator page by clicking the cog (gear) icon next to your name in the top right corner. The Administrator page consists of two main elements:
1. The functionalities navigation (left side)
Each navigation item is subdivided into several subitems, granting access to a variety of tools for your Weagree Wizard.
2. The main configuration dashboard (right side)
The right side is the admin’s workspace for managing, organising and configuring every aspect of the Weagree Wizard, including access rights.
Contract creation
All your Weagree contract automation templates are here. From here, you can access the Template Creation Tool for creating or modifying templates, the clause library, any feedback users have submitted to template administrators, all your contract house style settings, and the general contract creation settings.
CLM (contract lifecycle management)
All your Weagree contract sheets for the management of contracts will be collected here. This item also grants access to the contract sheet editor, your CLM notification templates, the migration service, and the general CLM settings.
Entity management
The customisable fields and lists (and their translations) used in Weagree’s full-featured entity management (corporate housekeeping), for example regarding the types of constitution documents or corporate titles, can be configured here. This item also grants access to entity management notification triggers and templates, and the general entity management settings. Additionally, all board members and representatives in your entity management who are permitted to e-sign documents are automatically listed and can be managed from here as well.
Workflows & approvals
The approval workflows and approval units of which they consist are collected and configured here. This item also grants access to workflow notification templates.
Tasks management
Task statuses and automated tasks are collected and configured here. This item also grants access to task notification templates.
Global lists and items
Various ‘globally’ available elements, including CLM building blocks, lookup lists, contract fields, pictures, and tags, are collected and can be managed from here. Apart from tags, all these lists and items are also fully manageable from within the Template Creation Tool and CLM editor (as applicable).
Users and licence
All user settings are collected here. Users may be managed individually, by user group or by user profile (which may cover multiple user groups and determines users’ authorisations). Specific authorisations may be enabled or disabled at will for groups of users. This item also grants access to licence information and user notification templates.
Configuration Weagree Wizard
Key functionalities may be enabled or disabled here. This item also grants access to the look & feel editor, Weagree Wizard interface languages, general (guest user) notification templates, user login and authentication settings, key management (such as for SSO or e-signing), and settings for API integrations.
Data integrity and retention periods (GDPR)
To prevent inadvertent or fraudulent deletion of files, party details, contracts or contract data, authorised users can restore such files and data for a configurable period of time after deletion. In fact, every deletion by a user can be undone through Weagree’s ‘recycle bin’ on the Administrator page. Furthermore, retention periods can be defined for different types of data in order to enable their automatic deletion in compliance with the GDPR or other privacy laws and regulations.
All of the above functionalities are elaborated on in this knowledge base.
