November 2021 Release Notes

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ID Summary Resolution
2624 Agiloft for Microsoft Teams

Agiloft for Microsoft Teams offers a fully connected experience between Teams and Agiloft. You can use the new Agiloft app directly in Teams to approve contracts, share documents for review, and distribute other notifications or reminders. Users receive these communications from an Agiloft bot in Teams. The Teams app saves time as well as provides more visibility to notifications that are relevant to multiple groups.

Each notification is configured on the Agiloft side, by creating a Notification action (formerly an Email/SMS action) in the KB. You can create as many Notification actions as you want, and attach them to rules so that the messages they trigger are sent automatically when users need to take action on things. You can also control where the bot is active, as it needs to be installed individually in each Teams channel you want to send notifications to.

For detailed setup instructions, see Setting Up the Agiloft app for Microsoft Teams.

2597 View and edit records right from table view Easily work on lots of records in sequence with the new split view option, which displays the active record in a pane right beside the table view. This new feature makes it simple to review details for lots of records, and even make multiple changes to records without needing to jump between the record and the table view. When you select a view that is configured as a split view, the record list shows on the left side of the window, and the preview pane occupies the right side. Click a record's row to open it in the preview pane. You can also click Edit on the record preview to make the fields editable.

This option offers more flexibility for advanced workflows. Split view shows more information without leaving the table view, and it supports more complex editing than Quick Edit does in the table view, since the whole record form is accessible. This is especially helpful when you need to reference information from other records in the table view, such as other contracts that fit the same search parameters.

Split view uses a more compact version of the Quick Search pane, which has all the essential features of the regular search, but is optimized to take up less space and maximize the user's workspace.

Automatic Changes

All users are automatically granted a second personal view that is configured as a split view, named Personal Split View. This is a copy of the user's current personal view, with the Split View option enabled. The existing personal view is renamed to Personal Grid View but otherwise remains the same, so users can easily use either view.
Configuration Options
Review your users' workflows and identify cases where the existing view should be modified to use the split view option. When creating or editing a view:
  1. Go to the General tab.
  2. Select Grid View or Split View.
  3. Click Finish.
Split View Tips

Share these tips with all users so they can make the most out of their new Personal Split View.
  • Click the arrow between the table view and the preview pane to expand the preview pane. This shows the record form in the full window. Click the arrow again to shrink the preview pane back to the right side of the screen and show the table view again.
  • When editing in the preview pane, you still need to click Save to commit any changes.
2596 Pin saved searches for easy access Improve your core daily workflows by pinning your preferred saved search for a given table. When you pin a saved search, that search is run automatically when you visit that table for the first time in a session.

To pin a saved search, run the search in the table and then click the pin icon next to the saved search name. The pinned search has (Pinned) appended to its name in the drop-down, and the pinned saved search is also shown at the top of the saved searches list when you expand a table from the navigation menu.

For more information about saved searches, see Using Saved Searches to Work Efficiently.
2591 Easily attach related items to emails

This idea came from you!

When using Send Email to contact someone about a specific contract, you might also want to include some of the related attachments from the Contract record. This is now possible with a new feature that identifies linked relationships that might be of interest to users when they send correspondence. In this example you might configure a link to the Attachments table, but you can select any linked relationship to make it available.

To add a linked relationship to the Send Email editor:
  1. Go to Setup > Email and SMS and click Configure Outbound Email.
  2. Select the appropriate table, and then go to the To Options tab.
  3. Under "Select Related Tables/Linked Sets to allow related record attachments," select a related table or linked field in the drop-down list and click Add Table.
  4. In the list below the Add Table and Remove Table buttons, use the drop-down list to select the field that stores the file the user will attach.
  5. Click Next to go to the final tab and click Finish to complete the setup.
Once a linked relationship has been configured, you can use it when sending emails:
  1. In the table, select a record, click the Email icon on the action bar, and click Send Email.
  2. Set the From and To options as desired, compose the subject and body of the email, and then click the Attachments icon.
  3. Below the Local File section, a new Related Records section appears according to your configuration, with any files that are available based on your settings.
For more information about configuring outbound email, see Outbound Email Settings.
2594 Refresh saved search results in new UI The new UI now supports refreshing the results of a saved search. To refresh, click the name of the search to open the saved search drop-down, and select the search again.

If the search includes any run-time filters, the run-time prompt appears again.
2584 Improved and uncluttered linked field look-up modal When you click the look-up icon to select a record, the improved look-up modal makes it much easier to find the record you want to select. Improvements include removing duplicated buttons, maximizing the number of visible records, and compressing the search options and instructions to prevent wasted space. The new look-up displays four times the number of records that were visible in the previous one.

2630 Streamlined contract workflows in the Agiloft Contract Assistant for Word The Agiloft Contract Assistant for Word features a fully redesigned UI that guides users organically to the features they want to use. When you open the app with a document, it detects whether the file is already associated with a record in Agiloft, and from there, it offers you several paths you might want to follow.
  • Create new contract. This helps you create a new Contract record, tag key terms and clauses, and upload all the information to your Agiloft system. This path supports both AI and non-AI workflows.
  • Create new template. This new feature helps you build document templates, formerly called print templates, using building blocks from the document, your system libraries, or both. This feature is covered in greater detail in its own release note.
  • Build clause library. This makes it easy to import clauses to your system for use in the future. Clause libraries are useful in both of the other paths in the ACA, since you can use them to edit or analyze contracts, assess differences between contracts and standard clauses, and build standard document templates that use standardized language.

Create New Contracts

In creating a new contract, you can now add essential information about the contract directly in the app. When you add the title, type, description, and more, these details are automatically included in the new Contract record created in Agiloft. The document template designer offers similar fields for new templates, which are covered in detail in a separate release note.

After you save the information, it appears on an Overview tab that also shows the current total number of key terms and clauses tagged in the document. You can even use Edit to make changes to these fields if you need to. From here, you can use AI to generate tags automatically, or you can start manually selecting key terms and clauses and tagging them with the app.

You can switch to the Tags tab to see only the tagged content. The pane also offers an Insert Clause button that makes it easy to insert content in the document from your clause library.

Build a Clause Library

The improved clause library tool is an updated version of the previous Populate Clause Library option. The new tool is more organized and user-friendly. After your clauses have been tagged, either manually or using AI, they are listed on this pane.

More Information

Many of the new options on the UI are made possible with updates in the Word add-in configuration wizard. For additional information on configuring the fields of the add-in window, visit Configuring the Agiloft Contract Assistant for Word.

For additional information on using the new design, visit Using the Agiloft Contract Assistant for Word.

2631 Improved clause comparisons in Agiloft Contract Assistant for Word Use the Agiloft Contract Assistant for Microsoft Word to easily compare contract clauses against similar clauses from active contracts, and even view extracted clauses and similar Clause Library entries side-by-side. 
When you click Compare from a clause, you are directed to a list of similar clauses from the Clause Library and active contracts, with the closest match shown at the top. If you see a better version that you want to use to replace the text in the contract, you can click "Use library clause" or "Use contract clause" to substitute it, depending on whether the clause is sourced from the Clause Library or another active contract.
If you aren't sure you want to change the contract text, or you can't tell at a glance what makes them different, you can compare the clauses using a side-by-side comparison view. Simply click the expand icon on the top right-hand side of the similar clause you want to compare.

This opens a new window where you can view either a side-by-side view of the two clauses, or a comparison that provides markup for the differences. With side-by-side view, you can choose whether to highlight differences, similarities, or nothing at all. You can then choose to keep the original clause or replace it using the buttons at the bottom of the pane.

For more information about this feature, visit the Tagging Clauses and Key Terms section of Using the Agiloft Contract Assistant for Word.

2628 Improved clause library builder in the Agiloft Contract Assistant for Word

The Build Clause Library function of the Agiloft Contract Assistant for Microsoft Word has been updated to include several new features that make determining your preferences for clause usage much easier. When you tag a clause to then add to the Clause Library, you can now:

  • Designate preferred clauses as Standard, and then other clauses of that Clause Type as Fallback
  • Mark clauses as Boilerplate clauses if they are expected to be included in all or nearly all of your contracts
  • Provide a description or some context for when this clause should be used with the new Guidance field

2621 Easier individual installation of the Agiloft Contract Assistant for Outlook

Installing an individual instance of the Agiloft Contract Assistant for Outlook has become easier. Instead of distributing unique, KB-specific manifest files, share these steps with your users so they can install using a universal URL:

  1. Copy this URL:
  2. Open Microsoft Outlook.
    • For Desktop, open the Home ribbon and click Get Add-ins.
    • For Web, click the three dots found on the far-right of an email message and click Get Add-Ins.
  3. Click My add-ins.
  4. Scroll down and click Add a custom add-in.
  5. Click Add from link.
  6. Paste the URL from step 1 into the URL field.
  7. Restart Outlook. Make sure the Agiloft icon appears.
    • For Desktop, it appears on the Home ribbon.
    • For Web, it appears as an option under the three dots to the far-right of an email message.
You can also share these steps using Installing the Agiloft Contract Assistant for Outlook. This article covers both individual and mass installation steps in detail.
2619 Improved attachment list in Agiloft Contract Assistant for Outlook When you access a list of Attachments from a record in the Agiloft Contract Assistant for Outlook, they are now listed in order of most recent Agiloft ID, and superseded attachments no longer appear. That way, recent attachments are easy to find, and irrelevant attachments don't clutter up the list.
2618 Switch between KBs in the Agiloft Contract Assistant for Outlook

Easily connect to multiple KBs with the Agiloft Contract Assistant for Outlook, and freely switch between them. Simply set up a connection to the KB to make it available going forward.

  1. To add a KB, click the server icon in the top right corner of the Agiloft Contract Assistant and click Add KB.
  2. Then, enter the URL and name for the KB you want to connect to.
Now, when you log in, the landing page gives you the option to choose which KB to work with. Previously, using multiple KBs required multiple, separate installations of the app.
2611 The Agiloft Contract Assistant for Outlook now uses MS Graph API
Add-ins for Outlook that are available in App Source are now required to use the MS Graph API, as the Outlook REST API will soon be deprecated. To prepare for this, the Agiloft Contract Assistant for Microsoft Outlook now uses the MS Graph API. This will only impact customers with servers hosted by Agiloft. Customers with on-premise servers (not hosted by Agiloft) will not benefit from this change, but will still be able to use the app without issue in its previous format.

With the new API, users can now link draft emails to contracts, which are then uploaded to Agiloft upon hitting Send. Previously, users had to wait until emails were added to the Sent Items folder before uploading them to Agiloft.

To enact this change, users will need to re-install the app using the new, universal URL method.
2622 Host machine learning models locally

Agiloft now offers a way for you to host machine learning models locally on your own servers with the new Local Agiloft Server Models (LASM) record in the AI Credentials table. Hosting models locally can improve security if you run inference on your local server, and saves the cost of hosting models on SageMaker. However, keep in mind that models might run slower if they are moved onto a local server, and that models based on SageMaker algorithms might not allow you to run inference locally.

You can add models to your local server directly from their existing entry in your KB. Simply open a model from either the Agiloft Shared Hosting Models credential or the Default Amazon SageMaker Account credential, and click the new Convert to Local Model button. You don't need to enter any Secret or Access Keys. From there, open the new local model entry and click Start Model to begin using it.

2345 Improved sync for Machine Learning actions
When you include a Machine Learning action in an entity set and sync with another KB, the target KB now receives the Machine Learning action and all the structure that is necessary to actually use it. That structure might include the Models table, fields used for data extraction, and input and output fields. Previously, only the Machine Learning action was synced, unless the associated structure was purposefully included.
2646 Improved permission and error handling in the Agiloft Contract Assistant for Word
Improvements to permission handling in the Agiloft Contract Assistant for Word include better error handling and clearer, more actionable error messages. Additionally, new KBs will include the new Word ACA permission group: users can be added to that group and automatically have all the permissions they need to utilize most features in the Word and Outlook add-ins.