Overview
Managers and Administrators with Smart Types enabled can map Smart Types to custom agreement types within LinkSquares Analyze. Use this feature to maintain consistency across agreement naming conventions and to align with industry-specific terminology.
By mapping Smart Types to custom types, the data can be customized, making it relevant to your industry. For example, you can create a custom type labeled "CDA" and map it to your NDA agreements.
Process
Map Existing Agreement Types
1. To begin, go to Settings from the app selector.
2. Select Analyze App.
3. Go to the Types tab.
4. To map to existing agreement types, use the drop-down 'Map To' column and choose the agreement type.
Create a Custom Agreement Type
To create a new custom type, click CREATE NEW TYPE in the upper right-hand corner of the page.
1. A pop-up box appears stating 'Add New Agreement Type'.
2. Enter your custom Agreement Type in the blank field and choose 'Create'
Note:
- Custom types will appear with a blue pencil icon, indicating user-generated, instead of a green lightbulb, indicating a smart type.
- Smart Renaming will reflect these changes if you have enabled and chosen the Agreement Type for your criteria.