What's New
OnitX CLM Word Add-In
Template Management
Ability to Insert a Table
The user can now select fields from a child app to insert as tables in a template and have that template act as a "repeat" table. This means it will view the appropriate child app and loop through all the atoms related to the contract record to create a table with a header row, inserted fields, and their values.
Ability to Manage Fields in a Table
When a table is created, the template administrator can manage its fields by updating the formatting of individual fields through the add-in's control panel.
General Capabilities
Ability to Auto-Checkout a Document
An Add-In user can now automatically check out a document to another user when the document is opened in the Add-In.
Ability to Add a New Record from the Home Page
An Add-In user can add new records to the system directly from the home page rather than first navigating to the records page.
Ability to Filter Search Results per App
An Add-In user can filter search results on fields other than “name." The available filters are set by an administrator in the Word Add-In Key Value Settings. When configured, the filters are available to users after searching and clicking on a specific app for the search results.
Send for Signature Updates
General Enhancements
Ability to Show Only Users and Contacts that are “Authorized” Signers on the Send for Signature Launch Form
A CLM user sending contracts for signature can now choose from filtered lists. The filtered lists contain only those users and contacts marked as “authorized” signers, eliminating the possibility of sending contracts for signature to individuals who are not authorized to sign.
AdobeSign Enhancements
Ability to Send Multiple Signing Documents in a Single Transaction
A CLM user that sends contracts for signature can now send more than one document from the contract record for signature. Previously, the user would have to send those documents in separate signature transactions.
Ability to Store the AdobeSign Audit Log on the Contract Record when the Transaction Completes
A CLM user can view the AdobeSign audit log directly on the contract record. Once a transaction completes, OnitX uploads that file to the contract record. This feature must be turned on in the AdobeSign environment, as there is no OnitX configuration/setting to enable it.
Reporting Updates
Cycle Time Reports and Dashboard
This dashboard and set of reports allow users to visualize the amount of time spent in various workflow phases. Users can leverage these reports to gain insight into how long multiple stages of the different contract types take and help identify process bottlenecks.
The CLM Suite's sidebar will include a link to open Tableau reports, called the Cycle Time Dashboard, inside CLM.
When the customer opens this link, the Cycle Time Dashboard launches inside CLM. This dashboard features six widgets, which can be opened by clicking the green arrow on each report widget thumbnail.
Average Time Spent Approving Agreements
This report shows the average time contract types spend in the Approval phase of CLM. Users can drill down into individual contract records grouped by Contract Types to understand why some contract types take longer than others to approve.
Contact Average Cycle Time by Phase
The purpose of this report is to show how long, on average, contract types are taking in phases. Users will gain insights on where they can improve cycle time over the entire life of the contract.
Average Time to Sign Agreements
Users can quickly understand trends in the average time to sign a contract, grouped by Contract Type. This enables the user to determine why the signing process is time-consuming.
Average Contract Cycle Time
This report provides a comprehensive view of how long different types of contracts are taking to complete, from creation to activation.
Agreements Untouched the Longest
Users who would like to action contracts that have not been touched in a week can quickly identify individual records and move forward.
Agreements Outstanding the Longest
This report will help users understand how long contracts are taking by visualizing all the phases a contract has gone through and the phase in which it currently resides. It will also determine how to improve cycle time for open contracts.
Resolved Issues
- Intake form for manually signing a signature.
- Fixed broken Liquid configuration causing renewal alarm.
- Fixed broken Suite navigation links.
- Additional signers are still displayed if the signer type is Other Party Contact, and the signer name is removed.
- Disallowing document checkout when it is checked out to another user.