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Using the Agiloft Google Docs App

The Agiloft Google Docs app is a powerful tool that helps you work with contracts directly in Google Docs. With the app, you can:

  • Edit contracts and update them directly in Agiloft.
  • Tag clauses and key terms in a contract, and send them to your KB as records or field values.
  • Add, remove, or update clauses and key terms in a contract, and send those changes to the respective records in your KB.

The Google Docs app works only in conjunction with the Agiloft Google Drive Integration, when a document is opened from within Agiloft.

Logging In

Follow these steps to log in:

  1. Open Google Docs.
  2. Click the app from the right side of the ribbon. Alternatively, you may have to expand a bar near the bottom and then click the app.
  3. In some cases, you may see an option to Authorize access. If so, follow the substeps. If not, continue to step 4.
    1. Choose the account you intend to use with the app.
    2. Click Continue.
    3. Click Allow.
  4. In the app, you will see example for Connection Settings and Login. Click Connection Settings.
    1. Open your KB in a web browser.
    2. Copy the URL from https// to .com/ only.
    3. In the app, paste the URL in the Server URL field. Beware of hidden spaces trailing your Server URL.
    4. In your KB, copy the KB name from the top right side, just to the left of the Help icon.
    5. In the app, paste the name in the KB Name field.
    6. Click Save Settings.
  5. Click Login.
    1. In the window that opens, input your KB credentials.
    2. Click Submit.
    3. A modal window will open, prompting you to close it. Do so, and the app will load.

Editing Basic Contract Data

Follow the steps below to edit the Contract record information you added when the record was created.

  1. Open a Contract record from Agiloft in Google Docs.
  2. In Google Docs, open the app and log in as usual.
  3. To edit the contract, click the Edit Contract button.
  4. Make any necessary changes, and then click Update Contract.

Tagging Data in a Contract

Follow the steps below to tag data in a Contract record with the app. Tagged clauses are stored in the Contract Clauses table, whereas tagged key terms are sent to fields in the Contract record.

  1. Open a Contract record from Agiloft in Google Docs.
  2. In Google Docs, open the app and log in as usual.
  3. If you have AI enabled, click Generate Tags to complete the workflow. Otherwise, highlight text you want to tag and then click the Tag Selection button from the right pane, and continue following the steps.
  4. Choose whether your tag is a clause or a key term.
  5. Choose the type of clause or key term.
  6. Click Create.

Editing Tagged Data

Follow the steps below to edit tagged data directly in Google Docs. This automatically sends the changes back to your KB.

  1. Open a Contract record from Agiloft in Google Docs.
  2. In Google Docs, open the app and log in as usual.
  3. You should already see your tagged data in the right pane.
  4. Click the annotation you want to update and click Edit.
  5. You can update the text for key terms, and you can update the text and the Clause Type for clauses. When you're finished updating, click Update Tag.

Working with Stored Clauses

Follow the steps below to add clauses from the Clause Library directly into a contract document.

  1. Open a contract in Google Docs.
  2. Click the Agiloft icon in Google Docs and log in.
  3. Click the Insert Clause button.
  4. Search the Clause Library for the clause you want to add. You can do a text search, a filter by clause type, or both. When you find the clause you'd like to add, click the Use library clause button. Once you add a clause, it behaves like any other clause or key term that you tag in the document.
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