Editing Summaries, Collaboration, Contract Relationships...
      Back to home
      2. Repository
      3. Editing Summaries, Collaboration, Contract Relationships...

      Conversations for contracts

      How to use Conversations when managing your contracts

      Skip to:
      Overview
      Start a new conversation
      Reply to a conversation
      Edit a comment
      Resolve a conversation
      Delete a comment
      Delete a conversation

       

      Overview

      Conversations gives stakeholders a secure way to communicate and collaborate on signed contracts in real-time. 

       

      Start a new conversation

      You can start a new conversation from the conversations section of the tool panel, as well as from a specific piece of contract text or a clause summary.

      Start from the tool panel

      To from the tool panel, follow these simple steps:

      1. Navigate to the Repository Table.
      2. Locate the contract you want to start a conversation for and click it go to the Contract View.
      3. Navigate to the ‘Conversations’ section in the tool panel.
      4. Click the “+ New conversation’ button in the top-right of the section.
      5. A modal will appear with some options.
      6. Enter a subject name for the conversation in the text field called ‘Subject’.
      7. Enter your comment in the text area called ‘Comment’.
        Note: You can use ‘@’ symbol to @mention users in the comment section to notify them via email. The list of available users you can @mention for a contract is restricted based on folder visibility.
        Note: You can use the ‘#’ symbol to include a reference link to an existing task or clause in the comment section.
      8. Click ‘Start Conversation’ to complete the action.
      9. Your new conversation will be added to the conversations section of the tool panel under the ‘Active’ tab and any task or clause references applied using the ‘#’ symbol will be included as links.

        In the video below you will see the steps described above.

       

      Start from contract text

      You can also start a new conversation from a specific piece of text within the contract as a reference for discussion.

      To start from text within the contract, follow these simple steps:

      1. Navigate to the Repository Table.
      2. Locate the contract you want to start a conversation for and click it go to the Contract View.
      3. From the contract preview on the left, find and highlight the text you want to start a conversation from.
      4. A menu will appear underneath the highlighted text.
      5. Click ‘ New conversation’.
      6. A modal will appear with some options.
Note: The highlighted text will appear in the comment section and will be included as a reference.
      7. To complete the action, follow steps 7-9 outlined in the ‘Start from the tool panel’ section above.

        In the video below you will see the steps described above.

       

      Start from clause

      You can also start a new conversation from a clause in the Clause Summary section.

      To start from a clause, follow these simple steps:

      1. Navigate to the Repository Table.
      2. Locate the contract you want to start a conversation for and click it go to the Contract View.
      3. Navigate to the Clause Summary section of the tool panel.
      4. Click the conversations icon to the right of the clause you want to start a new conversation from.
      5. A modal will appear with some options.
Note: The clause name will appear in the subject field as a reference.
      6. To complete the action you can follow steps 7-9 outlined in the section above called ‘Start from the tool panel’.

        In the video below you will see the steps described above.

       

      Reply to a conversation

      To reply to a conversation, follow these simple steps:

      1. From the Contract View, navigate to the ‘Conversations’ section in the tool panel.
      2. Click the ‘Reply’ button under the last comment of the conversation you want to reply to.
      3. A new comment box will appear.
      4. Enter your reply in the comment section.
        Note: You can use ‘@’ symbol to @mention users in the comment section to notify them via email. The list of available users you can @mention for a contract is restricted based on folder visibility.
        Note: You can use the ‘#’ symbol to include a reference link to an existing task or clause in the comment section.
      5. Click the send icon to the right underneath the comment section to complete the action.
        Note: To cancel your reply click the ‘X’ icon next to the send icon.
      6. Your reply will be added as a new comment in the conversation.

        In the video below you will see the steps described above.

       

      Edit a comment

      To edit a comment, follow these simple steps:

      1. From the Contract View, navigate to the ‘Conversations’ section in the tool panel.
      2. Hover your cursor over the comment you want to edit and click the ‘edit’ icon to the right.
      3. The editable comment section will appear where you can make changes to the comment.
      4. Click the ‘edit’ icon to the right under the comment section to apply your changes.

        In the video below you will see the steps described above.

       

      Resolve a conversation

      When an ‘Active’ conversation has concluded, you can set it to ‘Resolved’ to help track conversation activity and manage build up.

      To resolve a conversation, follow these simple steps:

      1. From the Contract View, navigate to the ‘Conversations’ section in the tool panel.
      2. Click the ellipsis icon to the right of the conversation title.
      3. A menu will appear with some options.
      4. Click the ‘Resolve’ option.
      5. The conversation will be moved to the ‘Resolved’ tab.

        Note: Resolving a conversation will prevent any further replies or edits.

        In the video below you will see the steps described above.

       

      Delete a comment

      To delete a comment, follow these simple steps:

      1. From the Contract View, navigate to the ‘Conversations’ section in the tool panel.
      2. Hover your cursor over the comment you want to delete and click the ‘delete’ icon to the right.
        Note: You cannot delete a comment if it is the only comment in the conversation. Instead you must delete the conversation.
      3. A confirmation modal will appear.
      4. Click the ‘Delete Comment’ button to complete the action.
      5. The comment will be deleted.

        In the video below you will see the steps described above.

       

      Delete a conversation

      To delete a conversation, follow these simple steps:

      1. From the Contract View, navigate to the ‘Conversations’ section in the tool panel.
      2. Click the ellipsis icon to the right of the conversation title.
      3. A menu will appear with some options.
      4. Click the ‘Delete’ option.
      5. A confirmation modal will appear.
      6. Click the ‘Delete Conversation’ button to complete the action.
      7. The conversation and all of its comments will be deleted.

        In the video below you will see the steps described above.