Ability to check-out a template

Available

Available

Ability to check-in a template

Available

Available

Ability to publish a template

Available

Available

Ability to create a new template

Available

Available

Ability to insert fields as a table into a template

Available

Available

Ability to insert fields as a section into a template

Available

Available

Ability to update fields in a template (make smart or read only)

Available

Available

Ability to insert clauses into a template

Available

Available

Ability to insert a clause as a bookmark (predetermined position)

Available

Not Available

Ability to mark a clause

Available

Available

Ability to update a clause (make smart)

Available

Available

Ability to make a clause read only

Available

Available

Ability to refresh clauses

Available

Available

Ability to clone a template

Available

Available

Ability to insert dynamic segment

Available

Available

Ability to set segment (conditional and/or style)

Available

Available

Ability to open a template in CLM

Available

Available

Template versioning support

Available

Available

Localization support

Available

Available

Ability to import an agreement document as offline document to an existing agreement

record

Available

Available

Ability to import an agreement document as offline document and create a new agreement

record

Available

Available

Ability to check-out an agreement for negotiation

Available

Available

Ability to lock an agreement document for exclusive editing

Available

Available

Ability to release a lock on an agreement document which was locked for exclusive editing

Available

Available

Ability to Update Current Version of a document

Available

Available

Ability to check-in an agreement document with redlines

Available

Available

Ability to check-in an agreement document without redlines

Available

Available

Ability to check-in an agreement document as final document

Available

Available

Ability to check-in an agreement document as PDF

Available

Available

Ability to check-in an agreement document as "PDF A-1b"

Available

Not Available

Ability to check-in an agreement document with watermarks

Available

Available

Ability to check-in an agreement document with header and footer with agreement number

and current date time stamp respectively

Available

Available

Ability to check-in an agreement document and reconcile the document

Available

Available

Lock Icon for read only clauses

Not Available

Available

Ability to check-in an agreement document and version the document​

Available

Available

Ability to insert a clause from the playbook as smart​

Available

Available

Ability to insert a clause from the playbook as plain text​

Available

Available

Ability to Swap one clause for another from the playbook​

Available

Available

Ability to preview reconciliation​

Available

Available

Ability to highlight smart fields in a document​

Available

Available

Ability to reject changes to smart fields and clauses and restore previous change​

Available

Available

Ability to delete an existing smart field or clause (through control panel)​

Available

Available

Ability to delete an existing smart field or clause (without control panel)​

Available

Available

Ability to promote a clause to the library of clauses​

Available

Available

Ability to mark a content as a clause​

Available

Available

Ability to mark a content as a smart field​

Available

Available

Ability to compare two versions of an agreement document​

Available

Available

Ability to merge two versions of an agreement document​

Available

Available

Ability to show or hide smart boundaries​

Available

Available

Ability to update references in a document​​

Available

Not Available

Ability to customize check-in increment​​

Available

Available

Ability to validate fields​​

Available

Available

Ability to Open in CLM​​

Available

Available

Action Permission Support​​

Available

Available

Ability to save multiple connections / Connection Manager​​

Available

Available

Clause approvals (workflow support)​​

Not Available

Available

Parallel Review/Editing​​

Available

Available

IDE for 3rd Party Paper​​

Available

Available

Localization on agreement​​

Available

Available

Regenerate with redlines​​

Available

Available

Ability to share agreement using chatter - Chatter Integration​​

Available

Not Available

Retain Document Version

Available

Not Available

Protect / Unprotect Document

Available

Available

Nested Clauses

Available

Available

Swap an alternate clause

Not Available

Available

Advance Clause Search

Not Available

Available