Blogs

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As you may have seen, we recently updated our brand and visual identity . To celebrate this new look, we are giving customers in the Agiloft Customer Community a chance to receive a new Agiloft t-shirt featuring our new logo! During the month of February, any customer who starts a discussion or asks a question in the Agiloft Customer Community will receive a link from your Community Manager to order a t-shirt of your color/size choice. Make sure that you have your community email notifications turned on and that you are checking your community inbox ! And, of course, we can't have a contest without some fine print: Please refrain from starting ...
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We are pleased to announce a new, in-person event exclusively for our customers: Agiloft Connect 2022! Join us in Redwood Shores, CA from March 15-March 16, 2022. Head over to the registration page to read more about the event and to request your seat at this exciting event. Have questions about this upcoming event? Ask in the community!
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As some of you know, our Friends of Agiloft group has been around for quite some time. We folded Friends of Agiloft into the new Customer Community when we launched in October. Our new community platform gives us the ability to expand the opportunities we can offer to our customers to get more involved in Agiloft activities. We invite you to learn more about Friends of Agiloft , fill out your advocate profile , and check out our current opportunities . As always, thank you for being a part of the Agiloft Customer Community!
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We love our customers, and what we also love is to hear your stories about how Agiloft CLM has helped your business. We have a new thread in the Agiloft platform forum where you have a chance to tell us how we've helped transform your business practice or processes. If you need some inspiration for your post, you can check out some customer videos on Agiloft.com and then come back to the community thread to tell your story. As a special thank you for participating, we'll be giving out some prize packs throughout the month of November! If you're active on social media, feel free to use the below graphic to help spread the word (and the love).
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Agiloft customers will have their first chance to see our 2021 Winter Release in a webinar on Wednesday, Nov. 3, at 11:00 AM PDT . In this Agiloft webinar, our Chief Product Officer Andy Wishart will demonstrate the new Connected Experiences within Microsoft Teams, Agiloft Contract Assistant for Word, and Salesforce. There is a live Q&A following the demo, so you do not want to miss this opportunity. Register now. On Nov. 11 at 4.30pm BST/11.30am EDT , Andy will sit down with Legal It Insider to take a dep dive into our 2021 Winter Release and showcase the new Connected Experiences. Register for this webinar on the Legal It Insider site. And ...
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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 ...
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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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Agiloft Training Course Discussions  

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Questions and Discussions about the Agiloft Platform  

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Share Your Best Agiloft Tips and Techniques  

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The Watercooler  

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