Create and organize repositories

The repository facilitates the management of information concerning the elements of your choice. By default, in the tool, you have the repository on your subsidiaries and counterparts.

With the repository :

• Save time when generating a new contract by pre-filling information
  • When you generate a new contract, quickly fill in the form and find the information in the new document generated
• Save time when filling in the summary forms
  • If you start from an imported document, by clicking on the reference field in the summary sheet, the information is automatically filled in as well

For the first import, share with your Customer Success an Excel file containing the right headers and the necessary information. Thereafter, the update of the repository is done manually.

If you already have an existing repository, you can connect it to the application to automatically update it.

In this article, we will see :

• How to create a repository
• How to add an entity

How to create a repository

As an administrator manage your platforms repositories by creating and deleting them on your own.

Note that to be able to create and delete a repository you need to have the proper rights.

Learn more about roles in the Contract module.

To create your repository

• Click on the + sign next to the repositories
• Name the repository, add as many languages as needed
• Select the attributes to be completed, these will also serve as columns to display in the repository
• Indicate which attribute (among those selected) will be used as the Key attribute - The attribute used to call other elements in the summary sheet.
  Only text, person, location, organization attributes type can be set as a key attribute.
• Click on confirm to create the repository

To update or delete a repository, click on the edition icon next to its name. In the pop-up page, you can modify information or change the columns order by changing the attributes order in the attribute field.

Click on 'Delete item' to delete the repository. 

If you modify an element or delete the repository, current summary sheets or templates will not be impacted by the change, only future templates or summary sheets.

Note that all deletion is final.

How to add an entity

Access the repositories from the settings.

By default, you will find the tabs subsidiaries and counterparties. The operation is the same in both tabs.

To add one more entity to your list:

• Click on the tab of your choice
• Click on Add a new entry
• Fill in the form with the information of the entity
• Validate.

The entity will then be added to the list.

To delete an entity, move your mouse over the line in question and click on the trash can icon that appears on the right.