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).
The first series under heading A (together 35 minutes) enables you to insert a complete template by yourself, with all basic questionnaire elements included. Advanced, topic-specific video tutorials are included under headings B and C below.
Every video tutorial is between 1:20 and 6:50 minutes (on average 3:50 minutes, and altogether 2:00 hours). Enjoy!
[Updated on 19 September 2017 (A.7 and A.10)]
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. Building your questionnaire (Q&A elements 2/2) - 3:46 min.
A.10. Automated import of your Word-document - 4:08 min.
A.11. Optimising the formulation of your Q&A (by non-admins) - 2:44 min.
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:
To optimise your contract know-how management and maximise reuse of contrract building blocks (while ascertaining the highest standard of contract drafting), the Weagree Wizard gives definitions a special treat:
B.5. Schedules and annexes - 4:34 min.
B.6. Cross-references (all aspects) - 4:10 min.
In contracts created with the Weagree Wizard, cross-reference cannot go wrong, and inserting them is easy. In this tutorial, we explain how it works:
B.7. Party details and other CRM information - 6:20 min.
B.8. Tables - 4:10 min.
B.9. Columns - 1:24 min.
B.10. Captions (clause headings) - 2:04 min.
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.5 Calculations and number-formatting
[It is possible to automatically calculate amounts and values based on the input of a user (and such calculation options are not limited in complexity). Also, it is possible to automatically format the user-inserted value (i.e. by determining thousands-dividers and number of decimals). The video explaining how this works is under construction]
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. Your clause library (how to organise and use)
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.2. 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.3. Document styling - uploading and using your own dotx-templates
[You can use your own dotx-file (the Word-template containing the styling information of your contracts (incl. fonts, numbering style and clause indentation). The video tutorial explaining this is under construction]
Template styles: indentation and numbering
How to apply
Which styles are available?
D.4. Phrases: reinforcing standard text phrases
E. Organising your Weagree Wizard portal
E.1. Organising your contract house styles (3:50 min.)
E.2 Organising the Party database
E.3 Workflow tab
Submitting, default legal approver, approving
Setting up e-mail alerts
Substituting a colleague (my colleagues)
Monitoring compliance and reporting
E.4 Organising internationality (languages)
Weagree Wizard interface languages
E.5 External integrations
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)