LinkSquares Finalize

User Roles

• Finalize User Roles and Permissions

Template Management

• Adding Dynamic Conditions, Tasks, Language and Tags to a Template Workflow
• Creating a New Draft Template Workflow in Finalize
• Creating a New Request Template Workflow in Finalize
• Creating a New Intake Workflow in Finalize
• Categorizing Templates for Easier Wayfinding
• Cloning an Existing Template Workflow

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Finalize Agreement and Task Management

• Overview: Finalize Individual Agreement View
• Finalize Agreement Workflow Overview
• Finalize Agreement Phases and Statuses
• Best Practice Guide to Drafting Rules
• Stakeholder Types and Associated Responsibilities
• Comparing Different Agreement Versions Within Finalize

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Drafting an Agreement

• Drafting New Agreements
• Drafting Agreements From Request Forms
• Drafting Agreements With Dynamic Questions
• Drafting Agreements With Dynamic Language

Navigating and Searching for Agreements and Tasks

• Overview: Main Finalize Agreements Page
• Finalize Agreement Identifiers
• Identifying Agreements Requiring Attention
• Searching for Tasks Requiring Action

Email Management and Settings in Finalize

• Overview: Finalize Default Email Notifications
• Settings: Finalize Email Notifications
• Settings: Configuring Default BCC Fields
• Sending an Email From Finalize to an External Stakeholder
• Automatically Ingest Inbound Emails within Finalize

Electronic Signatures

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

Reporting and Analytics

• Finalize Dashboard

General Finalize and Sign Information

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