Blogs

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What are the actual differences between Teams and Groups in Agiloft? If you find this a bit confusing, trust me, you are not alone on this. It is a commonly asked question, especially from admins, when going through the setup and configuration of Agiloft. Groups and Teams play a pivotal part in the user's experience and accessibility. Agiloft users belong to both teams and groups. Groups membership grants access to tables, records, and fields. Team settings affect various parts of the user interface such as the color scheme, available table views, and the user's default home page. Teams also define the working team within an organization including ...
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Agiloft webinars are a great way to learn about new technology and industry trends. Some upcoming webinars highlight the ability for contract lifecycle management (CLM) to make a powerful impact on legal teams - namely in the areas of automation, workflows, and reducing risk. See below for a quick look at some of the great webinars coming up this month: October 13, 2021 Join a fireside chat with Elisabeth Bykoff, VP of Global Alliances at Agiloft, who will interview Lucy Endel Bassli, author and Principal at InnoLaw Group. Elisabeth will chat with Lucy about key concepts in her book "CLM Simplified: Efficient Contracting for Law Departments." ...
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Agiloft system administrators (“admins”) have access to all levels of the system, including the Admin Console . In particular, admins can use the entire Setup menu. The Setup menu allows admins to set up all the behavior of the knowledgebase ("KB") and use the capabilities provided by Agiloft. Agiloft admins use the same functions as power users but have unlimited KB access. It is important to invest in your Agiloft admin and set the admin up for success to keep your system running smoothly. Step 1: Create a Support Account If you have not done so already, go to the Support Portal and click “create your own user account.” Once you create your user ...
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As Agiloft is a highly configurable solution, it is important to understand the difference between Support and Implementation services. Support answers questions, investigates functionality that is not working as expected, fields KB requests, and directs you to articles and other resources if you want to know how to configure your system. You can enter a support ticket in at any time through the Agiloft Support Portal , however, during business hours you can also call Support at 650-587-8615. Implementation performs consulting and system configuration. The Implementation team is involved during the initial customer KB creation and optimization and ...
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Do you love email notifications or do you hate them? People seem to be divided into two camps when it comes to emails, with little room in between. The Agiloft Customer Community gives you control over your email notification frequency no matter which way you lean. Where to Find Discussion Notification Settings Navigate to My Communities in the main navigation. If you are joining a community topic for the first time, you will click the Join button next to the topic you want to join. Then you will see this pop-up: From here, you can choose the frequency of your email notifications. If you are already a member of a topic and want to change ...
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The first step to submitting an effective support ticket is making sure that you have a Support account. If you don’t have one, Create one here. Our Support Team can assist you with error messages or bugs you encounter in the system, as well as provide answers to standard how-to and basic troubleshooting questions. When first using the support portal to enter a ticket, many are unsure of the best practices when entering a ticket. Here are some good practices to follow: Submit only one issue per ticket. Different issues usually require different resources, and one ticket can only be assigned to one person at a time. You will get a resolution more quickly ...
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At Agiloft, you are never lacking in support. We are here to help you have the best Agiloft experience and quickly resolve any problems you may be encountering in the system. Our Support Team can assist you with error messages or bugs you encounter in the system, as well as standard how-to and basic troubleshooting questions. You can enter a support ticket in at any time, however, during business hours you can also call Support at 650-587-8615. In addition to entering tickets, you can also use the support portal for other self-service options like signing up for our free online training, submitting ideas for enhancements, creating requests for new implementation ...
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Now that you are signed in to your Agiloft Customer Community account, you are probably wondering what other settings you need to adjust prior to using the community. Your account settings on your profile page make it easy to check your settings and make sure that your account is behaving the way you want. How do I find my account settings? To find your account settings, click on the icon in the upper right side of the page. This action will trigger a drop-down menu where you can click on your profile. You will see a row of tabs across your profile page that looks like this: What account settings are available to me? Clicking on the My Account ...
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Every person who joins the new Agiloft Customer Community before October 31st will receive a Founding Community Member ribbon on their profile. Don't delay. You can only earn this ribbon before Oct. 31, 2021. Join the community today! #UsingtheCommunity
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Automation is one of the most powerful tools a business can use to streamline their internal processes. In Agiloft, automation is driven by rules. Rules are used to fill in field values, set key renewal or expiration dates, send notifications to appropriate parties, and even to create and send out approvals. Rules can run on a scheduled basis or can be triggered by specific actions or events in a table. For example, a rule could run every two days and send an email for each contract that expires in the next month. A rule could also run when an employee’s status changes to On Vacation and reassign all the in-progress records assigned to them. Interested in ...
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There are two basic types of licenses: named and floating. Named licenses are assigned to a specific user and can only be used by that user. License assignment can be done one of several ways. Assigned licenses can be automatically assigned when a user logs in, when the user record is created, or admins can assign the licenses directly. Floating licenses are available for any number of users to access the system, but the number of concurrent users under this license type is equal to the number of floating licenses. Requesting and managing licenses is an important part of administrative maintenance for a KB. Visit the wiki to read more about licenses and ...
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Sometimes you may want to show some fields only for certain contract types. It’s good practice to always use “Extra fields to show” field in Contract Type table to control the visibility of extra fields. First, add the extra field name into the drop-down list of the “extra fields to show” field. To do that, click Setup Contract Types > Fields, click the edit icon in front of the field “Extra Fields to Show” and navigate to the General Tab and click “Create Choice List” to create a new choice list or “Edit Choice List” to edit an existing choice list. Click “New” under “Set items for the choice list”, then in the pop-up window enter the extra field ...
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The Singleton Check field type is simply a box that can have two values: checked, which is read as “True,” or unchecked, which is read as “False.” It is an excellent replacement for Yes/No or True/False choice fields. Unlike a Choice field, the Singleton Check field can be displayed in a table view as a check mark, making it easier to read values at a glance. Follow this link to read more on this highly useful field type and how you can leverage it in your system.
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Dashboard widgets are an excellent way to show key information to your users (or yourself!) immediately upon logging in to the system. They can include charts, reports, saved search results, and even numeric values, among other things. Best of all, they can be tailored for specific teams. The sales team may want to see a chart of sales leads and who they are assigned to, while accounting may be more interested in seeing a table of contracts that are nearing expiration. With widgets everyone can see the information that is more important to their role in the system! Click here to read more about widget types and how to add them to your user experience.
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Compound fields are useful for a variety of situations. They can be used to summarize key data for reports, create unique identifiers based on account numbers or associated records, or provide a clear title with which to view data. The following are a few examples of how compound fields can be used to customize and enhance the user experience. In this first example, the administrator has created a new compound field, Record Title. This field is a compound of the Contract Type and Company Name. By creating a descriptive and standardized title for the record in this way, the admin assures that all records will have a uniform label to identify them. ...

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