Document Builder -
build & manage content as 'sections' to a document.
Sections are 'reusable' - to apply t other document building. For
example, an attorney may have a number of lease
provisions relating to the same topic, such as
common area maintenance costs. Using this system,
all variations on the same paragraph could be saved
and inserted according to the need for that lease.
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Document Sections Include: |
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Preformatted Contract Sections: |
Workflow
Sections: |
Create
Own Custom Sections: |
A suite
of premade sections that party info
can be displayed in including:
-
Introduction
- Communication Rights
- Signature Block
- Witness / Notary
- Payment Terms
- Party Rights
- Document List Section
- Media Display Section
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File Display & Reference Section - display
over 200 file formats as viewable
sections.
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Form Section - build
data collection events right on the
face of the document to populate template sections with data from the
form.
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Citation Summary Section
& many more |
Transaction content & Payment terms
as document sections:
- Case
Terms
- Bill
of Sale
- Lease Terms
- Loan Terms
- Profit Distribution
- Investment Terms
- Scope of Work
- Labor Payment Terms
- Ownership Unit Creation
- Company Roles |
Created
content more conveniently than any word processing systems
including:
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Counter Parties
- Force Majeure
- Non Disclosure
- Actions
- Assurance
- Service Levels
- Indemnity
- Remedy
- Waivers
- Notices |
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Suggest
Change Feature - apply changes in line with client &
party needs. No more sending documents to disparate
document apps and tracking confusing comments. |
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Perform Agreement to the Document online or Print documents and upload
signed copies for repository purposes. Reach agreeable
documents efficiently . |
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Inline Addendum
& Amendment System –
Dynamically perform Amendments and Addendums to
Agreements online - build additions to contracts
and gain party review and approval more efficiently and
securely. |
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Content Intra-linking - apply links between sections for better
navigation through the document. Linking can be added for
referring to other documents built in the system. Call Out feature -
add dynamic content events for easier explanation of content. |
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Citation
System –
add & track references inline of document
building.
Save & reuse references in other Documents conveniently. |
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Content Import - quickly
add content from word documents or other files to document building
system. |
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Mail
Generation – send document as US Postal pieces with a few button
clicks. |
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Fax System
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send documents as faxes via integrated service. Receive copies
of documents and assign back to the document as a managed file. |
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Email Documents
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send copies of documents as pdf attachments with a few
button clicks. |
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Mail Generation
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send copies of documents as postal pieces including first class,
overnight and registered mailings. |
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Versioning
Control - track all revisions
automatically - recall versions of sections far more
conveniently than any other document system. |
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Document Search
- search through document
content. Coming soon - search across documents by content. |
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Document Log
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tracks all creation, review and agreement activities performed by
parties assigned to the document. |
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Due Date System
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assign date driven actions
within the document and view on integrated calendar. |
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Fee Entry System
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assign charges to document work and is assigned to the Case
Billings automatically. |
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Filing System
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file documents with automated filing system or track offline filings inline of document management |
