Recent updates
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Spring Release 2024 (Part 1)
Updated onArticleThe Matter Suite Template, Spend Suite Template and Vendor Suite Template (Beta) have been enhanced with more features based on customer requests and will be released to all ELM customers on April 20th, 2024.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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Contract Document Details: the Basics
Updated onArticleNow that a new contract document has been created in OnitX CLM and is open in the Word Add-In, users have many options for editing the contract and important status information available.
When OnitX CLM contracts are opened in the Word Add-In, users are automatically shown the Document Details screen. This screen contains all the tools you need to begin redlining this document version.
End User Guides Contract Lifecycle Management End User Guides OnitX CLM Word Add-In
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Working with the Clause Library
Updated onArticleThe OnitX CLM Clause Library is a powerful repository which stores clauses you can insert into your contract document. It is accessible from the Clause Library icon on the Add-In sidebar or from the Clause Library tile on the Document Details screen.
End User Guides Contract Lifecycle Management End User Guides OnitX CLM Word Add-In
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Catalyst Shows "Add-in Error" Message at Startup
Updated onArticleThis is a fix for the below error some users may get. If you are seeing the below error, try the following instructions to fix the issue.
Catalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support
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Getting to Know the OnitX CLM Word Add-In
Updated onArticleWelcome to the user guide for the OnitX CLM Microsoft Word Add-In. This article explores the Home screen and searching through your contract portfolio and Template Library. Additionally this entry will detail logging in and out of the Add-in with key information about other actions users may take from the Home Screen. Other articles in this user manual will cover the important functionality CLM users can harness to make the contracting process easier inside Microsoft Word.
In other articles, we will delve into:
- Installation (need link)
- Contract Management (need link)
- Template Management (need link)
- Catalyst for Contracts AI Capabilities (need link)
End User Guides Contract Lifecycle Management End User Guides OnitX CLM Word Add-In
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Creating Contracts in the OnitX CLM Word Add-In
Updated onArticleThis article covers the creating new contract records from scratch or importing legal agreements originating outside your enterprise.
End User Guides Contract Lifecycle Management End User Guides OnitX CLM Word Add-In
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Installing the OnitX CLM Word Add-In
Updated onArticleThere are a few steps to perform to install the OnitX CLM Word Add-In and get it ready to use. Onit has made this Add-In available for local installation or managed organizational deployment via Microsoft 365, but there are some steps which must be performed in coordination with Onit Customer Support prior to installation.
End User Guides Contract Lifecycle Management End User Guides OnitX CLM Word Add-In
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Release Notes - January 2024 Minor Release
Updated onArticle- Fixed an issue where Filtered Dataviews would sometimes show the wrong data.
- Anonymous users can submit attachments on launch forms.
- Fixed an issue where clicking into a Suite Widget could cause an error.
Release Notes App Builder Release Notes App Builder Release Notes
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How to Create Mirrored Fields
Updated onArticleMirrored Fields allow you to easily cascade data from a Parent Record to a Child Record. Designed to be easy to setup, Mirrored Fields allow you to keep data in sync across apps with less work.
Mirrored Fields are a new type of calculated fields in Forms Builder which always have their value set by the parent record. Within the child app, the Mirrored Field will always be read only when it is used on a form as the value is never intended to deviate from the value of the parent record.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Working with Templates in the OnitX CLM Word Add-In
Updated onArticleEnd User Guides Contract Lifecycle Management End User Guides OnitX CLM Word Add-In