Overview
Smart Admin is a LinkSquares AI-powered suite of features that helps you better organize and search through your contracts within LinkSquares Analyze. Smart Admin consists of three features. Smart Renaming, Smart Tags and Smart Types. The three features use AI to pull in your data and organize, so you do not have to take on the manual work.
For a video tutorial go to this page HERE
Process
Smart Admin is made up of three features:
- Smart Renaming
- Smart Tags
- Smart Types
Smart Renaming
Smart Renaming enables the ability to rename your files with a specific, designated naming convention. This feature allows your agreement names to be uniform on the application.
Administrators can configure a naming convention via the Agreement Name Builder. The Agreement Name Builder is an intuitive layout where you can configure how agreements will be displayed within Analyze based on your specifications.
1. To begin, go to Settings from the app selector.
2. Select Analyze App.
3. Go to the Renaming tab.
4. From here, locate the Agreement Name Builder.
Drag, drop, and order the multi-colored Agreement Name Components to fit your business needs.
If you would like to change how the different components are separated from the default hyphenation, click the drop-down and select a new option.
When leveraging the Effective Date as part of the naming convention, define your date format preferences for further customization by selecting the Date Format drop-down.
Select between the numerical default that displays the effective date as YYYY-MM-DD (e.g., 2023-04-30) or the abbreviated text as DD-MMM-YYYY (e.g., 30-Apr-2023) with the month as a three-character text string.
Note: The date format setting applies only to the Smart Renaming convention, not to the display of Smart Values across your repository.
5. Click Save Renaming once complete to publish your changes. Determine whether this name change will apply to new agreements added to the repository or all agreements.
Note:
- Smart Renaming does not change the name of the original uploaded document; it changes how the agreement is displayed in Analyze.
- Smart Renaming will override previously configured custom agreement names if applied to all agreements.
- The final version name in LinkSquares Finalize is ingested as the original file name in Analyze – not the Finalize agreement name.
- All Analyze users will be able to view this new format.
Smart Tags
Smart Tags are a feature in which the LinkSquares AI reads through the agreements in your account and picks up on key terms (e.g., effective date and parties) to use as tags. This allows you to easily find your documents and improves the accuracy of searches.
LinkSquares AI adds Smart Tags in addition to the tags you input as a user. Enabling Smart Tags will have no impact on the tags already in the system.
To learn more about tags, reference our article on Tags vs. Folders.
Smart Types
With Smart Types, LinkSquares AI reads through the documents in your account and automatically assigns them to one of the 26 most common agreement types.
- Amendment
- Reference
- Service Agreement
- Financial Agreement
- Letter
- Terms and Conditions
- Corporate Agreement
- Sales Agreement
- Release Agreement
- Requisition Document
- Non-Disclosure Agreement
- Assignment
- Master Agreement
- Addendum
- Employment Agreement
- Consent Agreement
- Property Agreement
- Mutual Non-Disclosure Agreement
- Data Agreement
- Business Associate Agreement
- Certificate of Insurance
- Publishing Agreement
- Consulting Agreement
- Contractor Agreement
- Statement of Work
- Order Form
If your agreement type falls outside of these 26 common agreement types, you have the option of manually entering a user-generated type.
To learn more about Smart Types, reference our article on Smart Types.