Overview
Store, search, and report on all of your agreements in LinkSquares Analyze, your AI-powered repository. This is the central repository of every business agreement that has been uploaded and synced to Analyze, effectively organizing and storing your agreements.
This page can be considered your go-to for specific agreement information when you do not want to review every agreement one-by-one, creating a more efficient workflow.
Process
After logging in to Analyze, you will be brought to the main Agreements page.
Users can access the main Agreements page by selecting the Agreements tab from the navigation bar.
1. Searching by Agreement Name
Agreement Name
Every agreement in LinkSquares has a unique name.
To quickly locate an agreement, enter any portion of the agreement name in the search bar.
The search bar generates results based on any variation of the agreement name, not the content of the agreement itself.
Note: There is no maximum character limit for agreement name searches.
Content
Select Content (Inexact) from the Agreement Name drop-down to filter your agreements by inexact content. Inexact content searches mean that whole words can be searched in any order.
The agreement content data point allows you to search through agreements for specific language: keywords, phrases, or entire clauses. This is possible via the OCR (Optical Character Recognition) text that is generated from your agreements.
Note: There is no maximum character limit for inexact agreement content searches.
2. Searching by Agreement Type
Pivot agreements by type by leveraging the Agreement Type drop-down.
Progressive Filtering
If you would like this feature enabled in your LinkSquares account:
Implementation: Implementation Consultant
Post Implementation: Customer Support
The list of available types is filtered by those that are present within your agreements and will populate results upon selection.
These options will progressively filter as the search bar and Tags drop-down are leveraged.
To view the agreement types that do not have results, click the + Advanced Filters button.
3. Searching by Agreement Tags
Pivot agreements by tags by leveraging the Tags drop-down.
Progressive Filtering
If you would like this feature enabled in your LinkSquares account:
Implementation: Implementation Consultant
Post Implementation: Customer Support
The list of available tags is filtered by those that are present within your agreements and will populate results upon selection.
These options will progressively filter as the search bar, Agreement Type, and Tags drop-downs are leveraged.
To view the agreement tags that do not have results, click the + Advanced Filters button.
For additional product information about searching click HERE
4. Advanced Filtering
Drill down into your agreements by clicking the + Advanced Filters button.
The following data points are available for searching and reporting.
Agreement Name: Search using agreement names.
Note: There is no maximum character limit for agreement name searches.
Agreement Type: Search using agreement types.
Tags: Search using tags.
Tag Color: Search using tag colors.
Agreement Added: Search using agreement upload dates.
Note: If pending agreements are enabled, the upload date is the date the agreement was added to the PENDING tab.
Global Term: Search using Global Terms.
To search by Salesforce ID, select Global Term > SFDC Object ID > Contains.
Note: There is no maximum character limit for Global Term > Smart Value > Contains.
Agreement Type Term: Search using agreement Type Terms.
Agreement Content: Search using inexact match, exact match, and partial content from agreements.
Note:
- There is no maximum character limit for inexact and exact agreement content searches.
- The maximum character limit for partial agreement content searches is 30 characters.
Proximity: Search using a term within X amount of words to another anchor term.
Click the X icon to remove the individual filter.
Click the clone icon to duplicate the individual filter.
Click the + icon to add an additional filter.
Progressive Filtering
If you would like this feature enabled in your LinkSquares account, contact your Customer Success Manager.
When leveraging the Agreement Type, Tags, and Tag Color data points, users have the option to include or exclude the criteria that do not have results.
Within the search criteria drop-down, the Exclude options with no agreements toggle allows users to enable or disable the ability to see all available options, including those that do not have applicable agreements.
By default, this toggle is set to exclude options with no applicable agreements. Disable the toggle to exclusively display the options that have results.
5. Saving Reports
Once you are satisfied with your filters, save the search criteria to run future reports more efficiently by clicking the SAVE button.
Saved reports can be found within the Saved Reports tab of the navigation bar.
If you are the creator of a report, click the ellipsis icon next to the report to edit, delete, or run it.
If you are not the creator of a report, you can only choose to run the report.
To learn more about saved reports, reference our article on Company Reports.
6. Editing Agreements
Administrators and Managers can click the pencil icon to edit the selected agreement(s). From here, modify the agreement type and tags.
Note:
- The icon will be grayed out until at least one agreement is selected.
- This icon is not visible for Standard users.
To edit an agreement more in-depth, select the ellipsis icon on the right-hand side of the desired agreement.
7. Bulk Downloading Agreements
Note: The ability to bulk download agreements is determined on the account level.
If you are unable to view the download icon, contact your Customer Success Manager or support@linksquares.com to bulk download your agreements.
All users can bulk download agreements. Click the download icon to download the selected agreements.
Alternatively, mark the checkbox next to Agreement Name to select all agreements on the page.
Note:
- The icon will be grayed out until at least one agreement is selected.
- To increase the number of agreements that display per page, select the Rows per page drop-down at the bottom of the agreements table. The maximum number of agreements you can view per page is 100 agreements.
After clicking the download icon, determine whether the agreements are downloaded with the original file name or the Analyze naming convention via the toggle.
To download agreements locally, select DOWNLOAD IN-APP. A zipped folder of your agreements will be downloaded locally.
To send the downloaded agreements via email, select SEND TO EMAIL.
Once received, you must click the email link within a 24-hour time frame before the link expires. From here, a zipped folder of your agreements will be downloaded locally.
8. Governing Summary
Administrators and Managers can click the gavel icon to create a Governing Summary within the selected agreement(s).
Note:
- This icon will be grayed out until at least one agreement is selected.
- This icon is not visible for Standard users.
- This icon is only visible for accounts in which Governing Summary is enabled.
To learn more about Governing Summaries, reference our articles on Governing Summaries.
If you would like Governing Summaries enabled in Analyze, contact your Customer Success Manager.
9. Bulk Tagging Agreements
After refining search criteria via the search bar or the + Advanced Filters button, Administrators and Managers can add a singular agreement tag in bulk via the tag icon.
Note:
- The icon will be grayed out until at least one filter is applied.
- This icon is not visible for Standard users.
10. Exporting Agreements
Once you are satisfied with your search results, export them directly to your email as an XLSX file by clicking the export icon next to the Columns button. The export will include all columns that are displayed on the main Agreements page.
Note: A filter must be applied to export specific agreements.
Export all agreements within your Analyze instance by clicking this icon without filtering or selecting individual agreements.
Add additional columns as data points to gather more information from your reports by clicking the user-specific Columns button. Select any Global Term that is present in the account to appear on the page.
The exported XLSX file will include links to the agreements. If recipients have the necessary access and permissions within Analyze, these links will bring them to the individual agreement view.
Note:
- Please allow several minutes for large exports.
- All users can export agreements.
11. Custom Page View
The user-specific Columns button allows users to select which columns they want to display on the main Agreements page.
The Selected section displays the columns currently present on the main Agreement page.
Mark and unmark the checkboxes as needed. Rearrange the order of how the columns appear by clicking the two lines to the right of the column name and dragging.
Leverage the search bar to quickly locate new Global Terms.
After customization, click SUBMIT for these changes to reflect on the Agreements page.
Note:
- To view hidden columns within the page, scroll to the left.
- The Updated column is updated based on agreement approval (i.e., pending agreements), agreement name changes, agreement type changes, parent-child hierarchy changes, and tag changes (i.e., added or removed).
12. Agreement Preview
Preview the agreement without having to open up a separate web page.
13. Parent-Child Hierarchy
Agreements can be linked together in a parent-child hierarchy by Managers and Administrators. A parent-child hierarchy consists of related agreements in a linked hierarchy.
This icon indicates the agreement lives within a parent-child hierarchy. Click the icon to see the expanded hierarchy.
Create or modify the parent-child hierarchy by clicking the ellipsis icon next to the agreement and selecting Edit from the drop-down.
To learn more about parent-child hierarchies, reference our articles on Parent-Child Hierarchy and Parent-Child Hierarchy Best Practices.
14. Agreement Type
The agreement type is the type of agreement uploaded to Analyze (e.g., Master Service Agreement, Non-Disclosure Agreement, and Service Agreement).
If Smart Admin is enabled, LinkSquares AI will automatically assign one of 26 Smart Types to your agreements. To learn more about Smart Types, reference our article on Smart Types.
Smart Types are indicated by a green light bulb icon. If the type cannot be determined, it will be marked as Uncategorized.
Administrators and Managers can manually update agreements to custom agreement types. Custom agreement types are indicated by a blue pencil icon.
If the agreement type was determined during agreement creation workflows within LinkSquares Finalize, the agreement type will appear with a blue pencil icon. LinkSquares AI skips type classification when the type is mapped within Finalize.
15. Agreement Tags
There are two types of agreement tags within LinkSquares Analyze: Smart Tags and custom tags.
Smart Tags are automatically added to agreements by LinkSquares AI as soon as they hit the repository. Smart Tags are lime green.
Custom tags are user-created by Administrators and Managers to further customize and organize agreements by something that cannot be found within the agreement's text, and therefore cannot be derived by LinkSquares AI.
Custom tags are unlimited and can be changed over time. They vary in color depending on your Analyze Administrator team's configuration.
Filter agreements by tags by clicking on the desired tag.
To learn more about tags, reference our article on Smart Tags and Custom Tags.
16. Editing, Downloading, and Deleting Individual Agreements
Administrators and Managers can edit and delete individual agreements by clicking the ellipsis icon next to an agreement.
- Selecting Edit from the drop-down provides an overview of editable fields within the agreement, including agreement name and parent-child hierarchy settings.
- Selecting Delete from the drop-down deletes the agreement from Analyze entirely.
All users can download agreements. Standard users (including custom roles) may be able to download original agreements based on their organization's settings. Contact your Customer Success Manager to learn more.
After selecting Download file from the drop-down, determine whether the agreement is downloaded with the original file name or the Analyze naming convention via the toggle.
Click DOWNLOAD AGREEMENT once complete. The agreement will be downloaded locally.
17. Pending Agreements
The PENDING tab is an optional feature that allows Managers and Administrators to go through uploaded agreements and edit, add tags, or change types before approving the agreement and allowing the rest of the user base to view it.
Note: Agreements can take up to 72 hours to process.
To learn more about this feature, reference our article on Pending Agreements.
18. Adding New Agreements
This functionality allows users to upload a single file or bulk upload up to 200 files.
All users can upload new agreements. Standard users (including custom roles) may be able to upload agreements based on their organization's settings. The ability to natively upload agreements is disabled by default. Contact your Customer Success Manager to learn more.
To learn more about uploading individual agreements, reference our article on Adding a Single New Agreement.
To learn more about uploading agreements in bulk, reference our article on Bulk Uploading Agreements.