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Quick Start - Finalize: Getting Started with the Word Add-In

  • Updated

Overview

This guide will help users become familiar with using the Finalize Word Add-In feature.

For installation instructions, please refer to the articles here.

Covered in this guide: 

  • Signing into the Word Add-In
  • Using the Word Add-In: Basic navigation

Getting Started

Signing into the Word Add-In

After opening the Word Add-In with your Microsoft Word instance, enter your organization’s LinkSquares subdomain in the ‘enter subdomain’ field.

For example: if your log-in for LinkSquares is:

www.app.qa-support.linksquares.com your subdomain is: qa-support

It is recommended to open and log in to Finalize in your web browser. 

If you are not already logged in via web browser, you will be asked to log in.



Using the Word Add-In

Once logged in:
Browse Agreements to view Finalize agreements in need of review. 

Use search or filters to find the agreement that needs to be worked on

Filters can be applied for a customized view

  • View active, inactive, all
  • Sort the order of agreements
  • Pen Status of agreements
  • Status, Agreement Type and Author 

Select the version you’d like to review or edit by choosing Open or View 

Note: View is only in the PDF format

Once edits are completed, upload a new version of the agreement
This page also includes valuable tools to use. 

Review

Assist

  • GenAI feature
    • This is an add-on feature to be turned on. Please reach out to your CSM or Support for further information and turning on. 

Activity

  • Agreement activity 
    • Same functionality as in a Finalize Agreement

Tasks

  • Tasks and Approvals due on the agreement
    • Same functionality as in a Finalize Agreement

 

 

To learn more about the Word Add In: HERE

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