Finalize: Agreements Adding Tags During the Drafting and Approval Process

Overview

Streamline the ingestion of Finalize agreements once synced into the Analyze repository by applying tags to agreements during the drafting and approval process in Finalize. 

Process

Pre-Signature Tagging allows users are to apply tags currently existing in their Analyze repository to agreements as they are being drafted, approved, and signed in Finalize.

Pre-Signature Tagging reduces the need to manually process and add key tags to agreements post-ingestion in Analyze, where valuable context and information as to which tags to apply to a particular agreement may not be available. 

Adding and Removing Tags to/from an Agreement in Finalize

Accessing Tag Information in Finalize

To add or remove tags to an agreement in Finalize, first navigate to and open the main agreement details page and click on the INFO tab. 

Once on the main agreement details page, open the Info Tab on the right-hand side of the screen, where the ability to view tags will be displayed. 

Adding Tag(s) to a Finalize Agreement

Search for tag(s) to add to this agreement:

• Under the Info section of the agreement, choose the dropdown field under Tags. 
• Type out the name of the tag(s) and the name will auto-populate if it exists in Analyze. 
• Tags must be present within Analyze for them to be able to be selected. 
• Any net new tags that you wish to add to a Finalize agreement must first be created within Analyze. 

As users continue to type, the list of available tag(s) to pick from will narrow based on the entered text.

• Choose which tag(s) to add to the agreement from the search results.
• By choosing the tag it tentatively associate the tag to the Finalize agreement. 
• Users can add one or many tags in the same action.
• Choosing “Save” will save the selected tag(s) to the agreement and return the Info tab to read-only mode. 

• An activity log entry will be added to the agreement noting which user took the action and which tag(s) were added to the agreement. 

Removing Tag(s) from a Finalize Agreement

To remove tag(s) from an agreement, navigate to the same section of the Info Tab used to add tags to an agreement.

Hover over this section of the Info Tab and select to enable “Edit Mode” by choosing on the edit button.

Tentatively remove a tag from an agreement in Finalize by choosing the “x” portion of the tag.

Choose:  Save to remove the tag(s) from the agreement and return the Info tab to read-only mode. 

An activity log entry will be added to the agreement noting which user took the action and which tag(s) were removed to the agreement. 

Note: 
Users can add and remove tags in the same step. Tag changes on an agreement are only committed once the users chooses SAVE

Syncing Tags on Agreements from Finalize to Analyze

All tags added to an agreement in Finalize will automatically sync to Analyze alongside other agreement metadata.

Syncing Tag Master Data from Analyze to Finalize 

If a user makes the following changes to a tag in the Master Tag page in Analyze, the changes will automatically apply to all associated agreements in Finalize. 

To limit the volume of activity log entries across the Analyze and Finalize platform, when the following is revised, the changes will not be reflected in the Finalize activity section. 

• Update a tag name
• Undate a tag color
• Delete a tag

This is done to ensure the consistency of information between Analyze and Finalize. 

Agreement Status and Tagging

Finalize agreements can only be modified while the agreement is in the following status:

• Internal Review
• Counterparty Review
• Ready for Signature
• Out for Signature
• Partially Signed

Finalize agreement tags cannot be modified when the agreement is in the following statuses:

• Fully Signed
• Done

Tagging Permissions

Administrators need to configure tagging permissions to allow users from their company to apply tags to an agreement. By default, only Administrators can apply tags to an agreement.

To change who can add and remove tags from Finalize agreements, follow these steps:

• Click the app-selector in the upper-left.
• Click SETTINGS.
• Click Finalize App.
• Click the FEATURE PERMISSIONS tab.
• Under Roles with Finalize tag edit access, select the needed roles.

Changes take effect immediately

Limitations

Pre-Signature Tagging does not currently support the following actions:

1. Creating a new tag in the Analyze repository via Finalize.
2. Managing the master data (name, color, deletion) of tags in Finalize.