Videos
- 1. Basics | 2. Requests
- 1.01 Basics - Concepts
- 1.02 Basics - Navigation
- 2.01 Initiate - About agreement requests
- 2.02 Initiate - Requesting from ERA dashboard
- 2.03 Initiate - Requesting from Salesforce
- 2.04 Initiate - Requesting from Launch Portal
- 2.05 Initiate - Requesting from ERA Express
- 2.06 Initiate - Requesting basic agreement info
- 2.07 Initiate - Assembling agreement draft
- 2.08 Initiate - About agreement draft structure
- 2.09 Initiate - Adding internal collaborators
- 2.10 Initiate - Adding agreement comments
- 2.11 Initiate - Adding agreement attachments
- 2.12 Initiate - Submitting request
- 3. Queues | 4. Drafts
- 3.01 Queues - About drafting and approval queues
- 3.02 Queues - Managing queues module
- 3.03 Queues - Working on draft request
- 4.01 Draft - About a document
- 4.02 Draft - Starting new agreement in ERA
- 4.03 Draft - Adding basic agreement info
- 4.04 Draft - Assembling agreement draft
- 4.05 Draft - Setting up counterparty collaborator
- 4.06 Draft - About contract draft structure
- 4.07 Draft - Adding agreement comments
- 4.08 Draft - Uploading documents to request (unavailable)
- 4.09 Draft - Adding internal collaborators
- 4.10 Draft - Previewing and downloading
- 4.11 Draft - Viewing terms only
- 4.12 Draft - Viewing agreement status and history
- 4.13 Draft - Completing agreement process
- 4.14 Draft - Cancelling and closing online editor
- 5. Collaboration | 6. Negotiation
- 5.01 Collaborate - About real-time collaboration
- 5.02 Collaborate - Collaborating with an internal team
- 5.03 Collaborate - Acting on email notification
- 5.04 Collaborate - About agreement editor structure
- 5.05 Collaborate - Working on items pending on me
- 5.06 Collaborate - Accepting and rejecting terms/tags
- 5.07 Collaborate - Editing sections (clauses)
- 5.08 Collaborate - Working on redlines made by others
- 5.09 Collaborate - Visualizing real-time collaboration
- 5.10 Collaborate - Adding agreement comments
- 5.11 Collaborate - Adding agreement attachments
- 5.12 Collaborate - Previewing and downloading
- 5.13 Collaborate - Viewing terms and tags only
- 5.14 Collaborate - Viewing terms and tags only
- 5.15 Collaborate - Viewing agreement deviation report
- 5.16 Collaborate - Taking over controller role
- 6.01 Collaborate - How to manage offline negotiation
- 6.02 Collaborate - Downloading MS Word doc as the Controller
- 6.03 Collaborate - Downloading MS Word doc as the Counterparty
- 6.04 Collaborate - Redlining in MS Word doc
- 6.05 Collaborate - Upload MS Word file into ERA (unavailable)
- 6.06 Collaborate - Working online with redlines made by Counterparty
- 6.07 Collaborate - Working online with redlines made by Controller
- 7. Approvals | 8. Third Party Paper
- 7.01 Approve - About agreement approvals
- 7.02 Approve - Approving within Queues
- 7.03 Approve - Managing an assignment from Queues
- 8.01 3PP - About third party paper (from a counterparty)
- 8.02 3PP - Starting agreement with counterparty's paper
- 8.03 3PP - Setting sections in third party paper review
- 8.04 3PP - Setting tags in third party paper review
- 9. Records | 10. Families
- 10.01 Family - About parent-child relationship
- 10.02 Family - Working with document families on Agreements page
- 10.03 Family - Configuring to setup document families
- 10.04 Family - Creating parent's child document
- 10.05 Family - Inheriting values from parent agreement
- 9.01 Record - About records
- 9.02 Record - Upload new record
- 9.03 Record - Adding basic info for record upload
- 9.04 Record - Confirming signature and term data for record upload
- 9.05 Record - Adding attachments to record upload
- 9.06 Record - Adding collaborators to record upload
- 9.07 Record - Canceling and closing online editor
- 11. Storage | 12. Tasks
- 11.01 Storage - About dynamic repository
- 11.02 Storage - Reviewing actions on Activity page
- 11.03 Storage - Reviewing actions on Agreements page
- 11.04 Storage - Managing folders on Agreements page
- 11.05 Storage - Resending email reminders from Agreements page
- 11.06 Storage - Running search from Agreements page
- 11.07 Storage - Building report from Agreements page
- 12.01 Task - About agreement tasks
- 12.02 Task - Acting on pending and upcoming activity tasks
- 12.03 Task - Creating activity tasks after closing agreement
- 12.04 Task - Acting on task notifications in app and via email
- More How Tos | Understanding Icons
- How to Review Changes from Counterparty
- How to Set Custom Collaborator Assignments
- How to Understand Color Indicators
- Icon for Checkbox (Questionnaire)
- Icon for Clock (History in draft mode)
- Icon for Clock (History in negotiation)
- Icon for Eye (Viewing options)
- Icon for Heads/Collaboration Settings
- Icon for X (Closing options in draft mode)
- Icon for X (Closing options in negotiation)