Admin Settings and User Management
- Analyze User Roles and Permissions
- Custom Roles
- Analyze Tasks
- Creating and Editing Terms
- Analyze Default Email Notifications
- Audit Logging
Uploading Agreements
Storing and Centralizing Agreements
- Analyze Main Agreements Page
- Pending Agreements
- Analyze Individual Agreement View
- Editing Agreement Names
- Editing, Downloading, and Deleting Agreements
- Creating and Updating Agreement Types
Automation and AI
- Smart Values Dictionary
- Smart Admin
- Smart Types
- Mapping Smart Types to Custom Types
- Smart Tags and Custom Tags
- Smart Values
Dashboards, Filters, and Reports
- Analyze Events
- Reporting in Analyze
- Terms Reporting
- Company Reports
- Analyze Dashboard
- Analyze Custom Dashboards