Overview
Streamline the agreement creation flow with Dynamic Language in LinkSquares Finalize.
Dynamic Language reduces the need for Administrators to create and manage multiple templates with slight variations for each use case. Consequently, templates can be consolidated, resulting in fewer templates to choose from and less ambiguity for Drafters when creating new agreements.
If you'd like to learn more about Dynamic Language, our Academy page has a great overview video here.
Process
With Dynamic Language, Administrators create rules within Draft templates (Our Paper) that dynamically insert, update, or remove language based on the agreement’s context.
Within this process, Single-selection tokens can be configured to allow Administrators to set up dynamic rules. The Single-selection answer type for agreement detail fields can also trigger dynamic rules.
The Single-selection answer type means that Drafters can only select one possible answer to the token or agreement detail field when creating new agreements from the template.
For example, Drafters may be asked to select between a French and German entity.
Based on this response, the final agreement may include modified language based on the rules configured during template creation.
Contact your Finalize Administrator team to learn more.