Overview
Managers and Administrators in LinkSquares Analyze can create and edit workspace-level custom terms. This includes descriptions and tooltips that will be displayed in the Analyze application.
This value-added feature allows you to customize key terms in your agreements for reporting and quick find.
Process
- To begin, go to Settings from the app selector.
- Select Analyze App.
- Go to the Terms tab.
- To create a new custom term, click CREATE NEW TERM. (Note, if you're adding a tooltip for Analyze, that will be the Description field.)
- After completing your remaining fields, click CREATE once complete.
Editing Existing Custom Terms
To add a tooltip to an existing custom term, click the ellipsis icon next to the desired custom term within the Terms tab.
Use the filtering capabilities if needed.
Click Edit.
Click UPDATE once complete.
Viewing Custom Term Descriptions / Tooltips
Tooltips will be displayed from the Terms tab of Analyze App settings.
Additionally, these tooltips can be found in the Terms tab of the individual agreement view.
Click the blue question mark bubble to view the custom term tooltip.
Updating a Custom Term in an Agreement
- Go to the term you would like to revise or enter information
- Enter the information in the field
- Choose the checkmark to accept or the X to close out and not save changes
Updating Custom Terms in Bulk
Please reach out to our support team to perform this task. Include the Agreement ID's, the term you would like to revise and what it should be revised to in an .csv format.
Example: