Onit Documentation

Outside Counsel Guideline Files

by Sigmarie Soto Updated on

In addition to uploading a system-level default guideline file from the Invoice Settings menu, you can tag a file uploaded to an individual vendor record in Unity so that it is used by Spend Agent for the AI-powered review and validation of that vendor's submitted invoices. For additional information on how Spend Agent is used for invoice review and validation, click here.

NOTE: This article covers how to set a default billing guideline file for a specific vendor, meaning Spend Agent will refer to this file when invoices are submitted by that vendor. For instructions on how to set a system-level default billing guideline for Spend Agent, click here.

1. Go to the Files tab in the vendor record to find or upload the guidelines document.

2. Click on the ... (more) option under the Actions column and select Set as Outside Counsel Guidelines.

REMINDER: This will set the file as the default billing guideline file for this specific vendor only. If you want to set the same or different default file for a different vendor, you must repeat the steps above from each vendor record. To set a system-level default file, click here.

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Unity ELM End User Guides

Getting Started with Unity ELM 5
Financials in Unity ELM 1
Matters in Unity ELM 5
Invoices in Unity ELM 7
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 1
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 4
Admin Settings in Unity ELM 22
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 1
Integrations & Add-Ons for Unity ELM 5

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