LinkSquares Finalize

User Roles

• Finalize User Roles and Permissions

Template Management

• Quick Start - Finalize: Creating a Template
• Quick Start - Finalize: Introduction to Template Types
• Finalize: Template Workflow -Adding Dynamic Conditions, Tasks, Language and Tags
• Finalize: Create a New Draft Template Workflow
• Finalize: Creating a New Request Template Workflow
• Finalize: Create a New Intake Workflow

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Finalize Agreement and Task Management

• Overview: Finalize Individual Agreement View
• Finalize: Agreement Workflow Overview
• Finalize: Agreement Phases and Status
• Finalize: Stakeholder Types and Associated Responsibilities
• Finalize: Agreement Draft Status
• Finalize: Agreements Adding Tags During the Drafting and Approval Process

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Drafting an Agreement

• Quick Start - Finalize: Creating Agreements From a Template
• Finalize: Drafting New Agreements
• Finalize: Drafting Agreements From Request Forms
• Finalize: Drafting Agreements With Dynamic Language and Dynamic Questions

Navigating and Searching for Agreements and Tasks

• Overview: Main Finalize Agreements Page
• Finalize: Agreement Identifiers
• Finalize: Identify Agreements that Require Attention
• Finalize: Task Management

Email Management and Settings in Finalize

• Overview: Finalize Default Email Notifications
• Finalize - Private Label Email
• Finalize: Configure Default Email BCC Fields
• Finalize: Sending an Email From an Agreement to an External Stakeholder
• Finalize: Email Notifications
• Finalize: Automatically Ingest Inbound Emails within Agreements

Electronic Signatures

• Finalize: Adobe Acrobat Sign Integration
• Finalize: DocuSign Integration
• Finalize Attachments in DocuSign

Reporting and Analytics

• Finalize: Executive Dashboard
• Finalize: Risk Scoring
• Finalize: Dashboard

General Finalize and Sign Information

• Overview: Finalize Settings
• Finalize: File Type and Size Validations