1. Create an E2D to Onit Support to enable Office Extensions for the corporation.
2. Create a ticket to Customer Support to have the Enable Outlook Plugin turned on in OnitX CLM Administration > Corporation Settings > Beta Features.

3. Once the E2D in Step 1 is completed configure a Slug for the Word Add-in to allow compatibility with the Outlook Add-in. This must be unique among office extensions in this corporation. More information on installing the Outlook Add-In may be found here.

4. In OnitX CLM App Builder, go to any App and select the Pencil icon to enter the Advanced Designer menus.

• Go to Global Configuration, Auth Providers.
• Create a new JSON Web Token.
• Give the Web Token a Name, such as Word Add-In.
• Give it a Display Name; normally this will be the same as Name.
• In Active User, select DYNAMIC.
• Minutes until expire duration should be between 60 and 43200.
• Check Enabled.
• Click Save.

5. In OnitX CLM App Builder, go to Administration, System Management, Extensions and click the blue button to add an Office Extension.

• Uncheck the Outlook Add-in box.
• Give the Office Extension a unique name.
• Type in a unique name for the Slug in only uppercase or lowercase text characters or numbers.
  • no spaces or special characters outside of “_” or “-“ should be used
  • Enter the Fully Qualified Domain Name for the correct instance you will use the Add-in in Onit: prod.dcbko6dpei5hx.amplifyapp.com
• In the JSON Web Token Provider field, select the Web Token created in Step 4.
• Save the newly created Office Extension.

6. Once the preceding steps have been completed, the manifest will be available on the customer’s environment located here:

• http://[yoursubdomain].onit.com/o365/[slug]/manifest.prod.xml (where [slug] is the value entered in Step 4)
  
  You may have additional manifest files if you have more than one CLM instance for User Acceptance Testing or a development sandbox. Repeat Step 1 for each CLM instance in your organization.

7. Remember to add all users who need to use the add-in to the CLM Word Add-In User Group by going into Administration>Security and Audit History. Select the Word Add-In User Group. Add users as needed.

The preferred method to provide the Word Add-in to a customer's user base is central deployment via Microsoft 365. This supports deployment organization wide, or to a select group of users.

1. Download the manifest outlined in Step 6 in the previous section

2. Follow this Microsoft guide to determine if your organization supports centralized deployment: https://docs.microsoft.com/en-us/microsoft-365/admin/manage/centralized-deployment-of-add-ins?view=o365-worldwide

Perform these following steps on each user’s Windows computer who will use the add-in:

1. Save the manifest file(s) to your local computer as “manifest.xml”
   • It is recommended to save the manifest in browsers other than Microsoft Edge
   • Ensure you do not save it with a duplicate extension name such as manifest.xml.xml
   • It may help to turn to unhide file extensions in Windows Folder Options. Refer to this for help
2. You have the option of saving the manifest.xml file to a specific folder of your choosing or from one you commonly access such as Downloads.
3. Find the via Windows File Explorer on hour hard drive.
4. Share the folder to yourself (right click the folder > Give access to > Specific people > Select your user > Share).
5. Do not close the window.
6. On the same ‘Network access’ screen, right click & copy the Manifest folder name that appears in the list. (This copies the network share name. For example: "//[LocalComputerName]/Downloads/Manifest” or “//[LocalComputerName]/Downloads” 
7. In Word, go to File > Options > Trust Center > Trust Add-in Catalogs.
8. Check the box which says "Show in Menu"
9. Input [network share name] URL > add Catalog > OK.
10. Restart Word.
11. Go to Add-ins > Shared folder. The Onit Word Add-in should display.
12. Note: This step may vary slightly from different versions of Microsoft Word.
13. Click each add-in and click "Add" (you'll need to do this one by one if you have separate manifest files for different CLM environments).

Perform the following steps on each user’s MacOS computer who will use the add-in:

1. Create the following folder if it does not exist on your Mac hard drive: ~/Library/Containers/com.microsoft.Word/Data/Documents/wef/
2. Launch a Terminal session to begin installation.
3. Type in the following to the Terminal session:
   • curl "https://[yoursubdomain].onit.com/o365/gemini/manifest.prod.xml" > ~/Library/Containers/com.microsoft.Word/Data/Documents/wef/[yoursubdomain].manifest.xml;
4. Replace [yoursubdomain] with the actual name of your Onit-hosted environment. For example, if your CLM environment is https://acme.onit.com replace [yoursubdomain] with acme.
5. To execute the command, hit Enter.
6. On the Insert tab, go to My Add-Ins.
7. On the small dropdown arrow, you will see the Add-In has been successfully installed.
8. Click the Onit icon to have the Add-In launched and located inside the right portion of the Word window.
9. Click the Sign In button on the Connect screen.
10. Enter your Onit CLM credentials and click Login.
11. Repeat these steps for each CLM environment you have.

For quick searches across OnitX CLM, simply type in the name of an existing record on the Home screen and immediately jump into Contracts or Templates from the retrieved search results. You can also filter on just Contracts or Templates by clicking the applicable bubble, or you can search through the entire system. 

The Records shortcut tile offers a quick way to filter and search through your Contract Portfolio or Template Library. By clicking this tile you can conduct searches by Contract Name or CLM Case Number when known.

When searching records in your Contract Portfolio and Template Library, users will go through Records, Documents and Document Versions to get to their desired document file they need to edit and update.

Users can navigate through "breadcrumbs" at the top of the Search results screen at any time to go between documents and versions attached to the CLM contract or template. Selecting a document version or a contract or template will launch the document in a new instance of Microsoft Word.

When searching Templates, Onit has made it easy to identify an active Template document by visibly denoting the Active Version in the search results. 

The Information Menu in the upper-right-hand corner of the Add-In displays various information about the Add-In and helps users in the event of an internet disruption.

Compare Versions allows you to quickly see (and resolve) the changes between different versions of the same document. Click on the Compare Versions button to get started.

The Document Compare screen will appear. Within this screen, you'll have to fill out:

• Label Changes With (required, text box): This is for you to fill in a name of who to attribute the changes to.
• Select Original Version and Select Revised Version (required, drop-down box): Pick out the versions of the document you want to compare.
• Comparison Settings (check boxes): Choose what aspects (insertions and deletions, case changes, comments, headers and footers, fields, tables, footnotes and endnotes, textboxes, formatting) you want to compare.
• Show Changes at (select boxes): You can choose to show the changes at Word level or character level
• Save as version of (select boxes): You can choose between Original document and Revised document
• As a (select boxes): You can choose between Minor version and Major Version

As soon as you click Submit, you'll get a message saying Document compare successful. This link will bring you to the Onit CLM system where you can view the comparison document.

Use the blue plus context menu at the bottom of the Home to quickly create contracts via an Onit launch form for users to fill out. This feature saves time by allowing users to work inside Microsoft Word to make new CLM records. rather than having to switch to OnitX CLM via a web browser.

Fill out all required data about the new contract you intend to create. Based on the contract type selected, some fields may conditionally appear. 

Options on this page include:

• Contract Name (text field): The name of your contract.
• Executed Contract (check box): Check this box if you'd like to upload an already executed contract (in PDF or Word form) to the system. You'll upload that contract in the Add Attachments section.
• Legal Entity (drop-down box): The organization's legal entity this contract should come from.
• Contract Type (drop-down box): For example — a General Services Agreement, Contractor Services Agreement, etc.
• Paper Type: Select between "Our Paper" and "Third Party Paper." More on that in the next section.
• Region (drop-down box): The region corresponding to this contract. Note that if you choose North America, the State of Incorporation drop-down menu will also appear.
• Contract Description/Purpose (text field): A place to fill in a brief description of the contract
• Effective Date (date field): When the contract should start.
• Confidential Contract (check box): Whether the contract is confidential or not.

Choosing the Other Part(ies) you are contracting with draws from the parties stored inside OnitX CLM; users may create new parties in this launch form as well. 

Before submitting the request, users can add supporting documents which may be necessary or helpful for this contract. 

After the contract has been submitted, users can close the launch form to return to Microsoft Word and the newly-created contract.

The Add-In will refresh and users will now see the new contract document and any supporting documents added via the launch form available to open in Microsoft Word. 

Selecting the contract document version will launch the contract in a new instance of Microsoft Word.

It is very common for users to agreements from counterparties. Onit has made it easy to take these third-party agreements and create records in their contract portfolio. 

The process for creating these records begins from the blue plus context menu on the Word Add-In Home screen and is nearly identical to the process detailed above. When the Third-Party Paper radio button is selected from the launch form, users need to submit the external contract document to upload into OnitX CLM.

Just like with new contract creation, Other Parties are required. 

On the Add Attachments tab of the launch from, select the Third Party contract document and click Submit Contract Request.

After the contract has been submitted, users can close the launch form to return to Microsoft Word and the newly-created contract from a counterparty. 

Selecting the imported Third Party contract document version launches the contract in a new instance of Microsoft Word.

The Clause Library allows you to insert pre-created clauses from the library into the document.

Note that by clicking on Clauses in the Control Panel tab, you'll be able to further tweak clause details. Just click on the button next to the clause you'd like to modify to further customize the clause.

Within the customization menu, you can:

• Mark the Clause as Tracked (tracking the changes within a document)
• Mark the Clause as Read-Only
• Create Conditions (for example, if Country Contains United States...); click the Add additional field logic to add more steps to the condition.

Additionally, you can click on Advanced to bring up the Liquid condition builder.

The Conditions Library allows you to insert pre-created conditions from the library into the document.

Within this menu, you can search existing conditions and click on an existing condition to insert it into the document, or click on New Condition to create a new condition.

In the New Condition menu, you can click on Advanced to bring up the Liquid builder or click on the Add additional field logic to add more steps to the condition. After you've given your condition a name and built the condition, click on Save to add the condition to your library.

The Add Field button lets you choose from a wide range of fields (contract type, created date, region, etc.) into the document. When you click on Add Field you'll see the different categories full of available fields to track.

Note that by clicking on Fields in the Control Panel tab, you'll be able to further tweak fields details. Just click on the button next to the Field you'd like to modify to further customize the clause.

Set Segment allows you to create different segments within the document.

In order to do this, select the text within the document and click on Set Segment. Once that happens, the Control Panel for that segment will appear (you can also access this from the side panel).

Click on the button next to the Segment you'd like to modify to further customize. Within the customization menu, you can:

• Change the Name of the segment.
• Create Conditions (for example, if Country Contains United States...); click the Add additional field logic to add more steps to the condition.

The Add Table button allows you to insert customizable tables into the document. These tables make it easy to fill in vital contract information in an organized display.

Once you click on the Add Table button, the options for the table will appear.

Choose the fields you want in the table and click Insert. Note that the ORDER these fields will appear in correspond to the order in which you click them. You can adjust by un-clicking/clicking on the fields OR adjust in the control panel (more on that below).

You'll see the table appear within the document.

You can also access the Table details from the side panel.

You can customize the table by clicking on the dots next to the table you'd like to tweak. Within the customization menu, you can:

• Change the Name of the table.
• Mark the table as Read-Only
• Add / Remove the table fields, adjust the table field order (drag and drop), and add Conditions by clicking on the button next to each field.

Access existing templates by clicking on Template Library on the Word Add-In.

From there, you can search for the template you'd like to modify or open.

You can view the different versions of documents within the Versions tab in the Add-In.

• Information about the Version and document details will appear at the top of the Document Details Word Add-In Screen.

• Click on the button next to Not checked out to check in and check out the document (mark the document as being worked on).

• You can add in comments on versions on the Document Details page.

Click on Preview Template to get a quick preview of what your template will look like when added to a record.  

Click on the Checklist button on the left- hand side toolbar or on the Checklist button on the Document Details page in order to access the option.

Onit's AI system will automatically scan the document to pick out potential issues, based on your pre-set contract playbooks. Example categories for perusal could include:

• Liability and indemnification
• Warranties and representations
• Prices, payment & taxes
• Acceptance, risk of loss & delivery
• Confidentiality, IP & data protection
• Term & termination
• Additional and miscellaneous terms

On the very top of the Add-In, you can see the level of Risk identified by Catalyst.

Click into any of the grouped issues to learn more from Catalyst. For example, you can click on Term & Termination in this document to see the two issues Catalyst identified.

Note that you may see several numbers underneath a certain issue; those will bring you to different spots within the document where the AI identifies those problems exist.

Within these groupings, you can click the Trash button to delete the issue, the Plus button to add in an issue, and the Bookmark button to set up a bookmark for the grouping or the issue. Click on the Arrow to see more details on the issue.

There, you can receive and edit guidance from Catalyst and explore Standard Positions within your playbook. Connect with your implementation team in order to modify your playbooks.

You can also use the Catalyst option at the bottom of the page to create or modify elements of the contract based on the Checklist findings. For example, if the Checklist guidance notes that the contract is missing an indemnify clause, you can ask Catalyst to draft one for you.

Catalyst Chat would then produce an indemnity clause, along with the option to insert the clause directly into the document.

There are three ways to run a contract against an organization's checklist; we'll outline them here.