Administrator tooling overview

For the purposes of contract automation, the Administrator tooling provides the means to create, modify and organise all aspects of drafting and generating contracts. This page provides a quick overview of the tooling for contract automation. The screenshot below displays the contents of the main item, (Contract) templates, as well as the other (sub)items for this part of the Administrator tooling:

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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 consists of your global building blocks and global contract clauses. These are part of your Weagree contract know-how and may be used to harmonise your contract automation templates and 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. 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. 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.

3. 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 formatting 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 hosue 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.

4. Configuration. Here you may enable or disable various general contract automation 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.

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