For the purposes of contract creation, the administrator tooling provides the means to create, modify and organise all aspects of drafting and generating contracts. This specific tooling is available in the Contract creation section of the Administrator page.
1. (Contract) templates
Your contract automation templates are used to draft new contracts. You may insert entirely new templates, import previously imported templates, edit their general details, copy them, organise them in different categories, directly edit their questionnaires or open them in the Template Creation Tool for further modification. (Contract) templates also contains the following two subitems:
Clause library. The clause library contains all global building blocks and global contract clauses on your portal. These are part of your Weagree contract know-how and may be used to harmonise your contract automation templates, but can also be directly inserted into individual contracts via the questionnaire. You may insert entirely new global building blocks and global contract clauses, edit their general details, manage the clause library categories and keywords or open them in the Template Creation Tool for modification.
Project templates. Project templates combine multiple existing contract automation templates, linking relevant questions together, to facilitate and speed up the creation of multiple related documents for larger transactions. You may insert entirely new project templates, edit their general details, copy them, organise them in different categories or open them in the Template Creation Tool for modification.
2. Borrowed clauses
Clauses in draft contracts from counterparties that are imported into Weagree for analysis and negotiation can be ‘borrowed’ (i.e. added to your own clause library) if they may be useful to include in your own contracts, too. Clauses that users have tagged for borrowing will appear here. You may discuss them, edit their status and open them in the Template Creation Tool for (modification prior to) insertion into the clause library if suitable.
3. User feedback
All feedback on templates that users provide via the questionnaire will be collected here. You may directly edit each feedback item’s status or open it in the Template Creation Tool for further review and, if deemed necessary, template modification.
4. Contract house styles
These determine the contents of your documents’ headers and footers, page numbering and various other basic aspects such as the appearance of the table of contents and page margins. You may insert entirely new ones or modify existing house styles. Contract house styles also contains the following two subitems:
Dotx-files and WYSIWYG view. Dotx-files are Microsoft Word templates, which determine the styling of the documents generated by the Weagree Wizard. They govern such aspects as font size and type, list numbering and indentation. You may upload multiple dotx-files and choose a default for your templates. Here, you may also modify the WYSIWYG (What You See Is What You Get) view for each dotx-file. The WYSIWYG view is the frame at the bottom of the questionnaire that displays a preview of the document you’re drafting. As this preview is rendered in web code, not through Microsoft Word, it does not use the dotx-file itself. Via this Contract house styles subitem you may change the default WYSIWYG view settings to more closely reflect the output from a specific dotx-file.
Contract cover pages. If desired, a generated document may include a cover page. Here, you may insert new ones or edit existing cover pages via the Template Creation Tool.
5. Configuration
Here, you may enable or disable various general contract creation features (such as user feedback, the clause library and projects), change settings related to document generation and storage, and designate one or more users as general template administrators and user groups for testing privileges.
