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Personalized Terms View

  • Updated

Overview

Customize individual agreement pages to display the most relevant Global Terms within LinkSquares Analyze.

Global Terms are points of metadata (e.g., dates, smart values, user-generated terms, and clauses) extracted from your agreements. Customize the agreement view to display priority terms first upon opening the agreement. This view is exclusive to the individual user, and not a company view.

Process

All Analyze users can reorder Global Terms while viewing an agreement. 

Within the Terms tab of the individual agreement view, customize the order in which terms appear by leveraging the Global Terms drop-down.

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  • Alphabetical: Display Global Terms alphabetically.
  • Dates first: Sort Global Terms with field dates will display first before the remaining terms. Terms without a date, will sort alphabetically below. 
  • Document location: Sort Global Terms by their placement within the agreement (i.e., top to bottom).
    • Note: All user-generated values and Not Present Smart Values will be found at the bottom of the panel. This can be a helpful sorting order to quickly identify values that are not present. 
  • Match column layout: Sort Global Terms by the order in which Global Terms are configured as columns on the main Agreements page.

Custom term order

Sort Global Terms in the custom term order configured via the blue notepad icon.

To customize the terms within this list, click the blue notepad icon next to the drop-down.

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Unmark the checkboxes next to the terms you wish to hide.

To customize the order, drag and drop the terms using the drag handles. 

Click Save (upper right corner of the selections) once complete.

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This personal view is now preserved and only updated when the user makes a change.

Alternatively, click Reset or Undo Changes to reset the list of terms after editing.

  • Undo Changes reverts to the last saved view, the term order that was saved previously.
  • Reset reverts to the default view where all terms are visible.

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If no changes are needed, return to the terms list by clicking Return to terms. 

Note: Type Terms order cannot be customized. All Type Terms will always be displayed at the bottom of the Terms selection, in alphabetical order.

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