Recent updates
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File an NDA
Updated onArticleUpload an executed NDA contract here.First Page (Create Contract):
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Request Legal Help
Updated onArticleTo request legal help, one of the first things to do is log a legal service request. This allows you to contact your legal team for several reasons. You will need to fill out the Legal Services Request form. Fields include: Name: Put your name. I need help with: Pick from numerous legal topics to ask for help with. Needed by: Select when you need the request finished by. Details: Include any relevant details you want to leave with the request. Attachment: Attach anything you need to show them. After completing everything, click Submit, and your request will be logged.
ReviewAI End User Guides AutomateNDA Manual AutomateNDA
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Review an NDA
Updated onArticleYou can submit an NDA for automated review with AutomateNDA. Again, you will need to fill out some information before you submit the contract. First Page (Create Contract):
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The Request Queues
Updated onArticleThe final area to explore is your Queues. There are two: My Service Requests and My Contract Requests.My Service Requests: In this queue, you will see the status of all of the Legal Service requests that you have made. You can click on the request to view any comments made on them. You can also see the request's phase or status, the last person to update the request, and when.My Contract Requests: In this queue, you will see the status of all the contract requests you have made: Reviewing, Drafting, or Filing an NDA. Like the other queue, you can click on the request for more information. You can also see the request's phase or status, the last person to update the request, and when.
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Draft an NDA
Updated onArticleTo draft a quick NDA, fill out the guided fields. Here's the first page:
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The Home Page
Updated onArticleWhen you open AutomateNDA, you will be taken to the home screen. Here, you can view the actions you can perform along with your Requests. Request Legal Help: Request help from the legal department on various issues. Review an NDA: Have a Non-Disclosure Agreement checked by AI. Draft an NDA: Have an NDA automatically drafted with the help of a guided template. File an NDA: Upload an executed NDA to file in the company records. My Service Requests: See the status of your Legal Service Requests My Contract Requests: See your contracts sent for review and the contracts you have drafted.
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AutomateNDA Overview Video
Updated onArticleThis video gives a quick overview of AutomateNDA.
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Release Notes - November 2024 Minor Release
Updated onArticleDataview calls for widgets have been optimized to improve load time. Filters added to relationships in the "Generate Spreadsheet” action are now working correctly.
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API Examples
Updated onArticleThe following code will retrieve ten Records from an App and update each Record with a new Field value.
Reference Materials App Builder API Documentation API Reference and Examples
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Creating a Support Ticket
Updated onArticleWelcome to the Precedent Family! Sometimes we need help with our new toys, and Precedent is here to help. Here is what the Support Portal will look like.
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