How to create and organize my repository?

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 an entity
• How to manage fields

How to create 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 an entity
• 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.

How to manage fields

The information associated with the entities and visible in the heading are attributes present in the summary sheet.

Choose to associate other attributes of the summary sheet to your entities or to delete them:

• Move your mouse to the right of a column header
• Click on the black arrow that appears
• Select Add a column before/after

A new column appears, enter the name of the attribute you want to add.

Note, the attribute you are looking for must be present in the summary records.

The attribute will then be a new field to fill in the form when adding an entity. At any time, double-click on an existing entity to complete the new field.