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Join our upcoming Live Lab to see how connecting Salesforce and Agiloft can accelerate deals, improve collaboration, and give every team, from Sales to Legal to Finance, real-time visibility into contract data. You’ll learn how to use Agiloft’s out-of-the-box integration recipe and how to easily...
01-22-2026 | 12:00 PM - 12:30 PM ET
Page added by Devin Long Boosts are a way to automate tedious parts of contract review by using AI to quickly edit contract information in predefined ways. There are three types of boost available to users: Quick Actions :...
Page added by Beth Seitz Use this page to set up Screens for the first time, and manage core configuration options. Deployment To deploy the Screens app: Log in to your KB as an admin. Go to Setup > System >...
Page added by Beth Seitz Use this guide to fix common issues that can occur in Screens. Logging In If you are having issues when trying to Sign In to the Screens app, consult this section. Error Message Solution ...
Page added by Devin Long Use this page for tips on how to organize your data in Screens. Workspaces Workspaces are a way to safely divide up the contract data of different customers or groups, all within the same account. You...
Page edited by Devin Long This page is designed for users who have already completed the initial setup for Screens. Consult this page to learn more about using Screens. For information about building Screens, visit Building...
Page added by Beth Seitz Your organization has a status monitoring page available so you can track and share information about your server status. If you have KBs on multiple servers, each dedicated server is represented on one...
Page added by Devin Long This page is designed for users who have already completed the initial setup for Screens. Consult this page to learn more about building Screens. For information about using Screens, visit Using...
Page edited by Erin Martin The Screen Runs table is a background table that stores the overall results of a document screen. Each record in the table summarizes the screen results for one run of a screen. There are no...
Page edited by Erin Martin The Screen Results table is a background table that stores the results of contract document evaluations performed with Screens . Each record in the table includes results for one standard or question...
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