Searching for contracts with missing metadata
Ever wanted to find those contracts, which are NOT yet in any binder or do NOT have any tags attached? Now this can easily be done with filters.
To find contracts where a particular field is not set, simply uncheck the checkbox next to the corresponding filter. Aivan.ai will list the contracts where that value is not set.
Sending several contracts with one email
Now you can send several contracts with a single email to Aivan. Just attach all your contract files and write “multiple” (lowercase) as the first word of the email message. Aivan will create a separate contract for each attachment file.
Semi-annual recurring activities
For those of you with contract activities requiring attention every 6 months, we’ve added the “Semi-annually” activity recurrence option.
Advanced targeted search
You may now target your text searches to a specific context, such as title, notes, or emails.
Click on the small arrow to the left of the seach box to open the targeted search options.
With this new feature, team Aivan wishes you a very happy and successful new year 2020!
We have introduced a party management view, where you may:
- edit the Name and Business ID for a party
- merge parties
- sort and search parties
Party management is an optional feature included in the ENTERPRISE edition.
Furthermore, access to party management is limited to admin users who have the “Can manage parties” permission.
More flexible Binder permissions
Normally, a binder inherits permissions from it’s parent binders. That is, a user automatically has the same level of access to sub-binders.
You can now override that and share a sub-binder to a more restricted set of users, without inheriting from the parent.
Contracts without files
You can now create contracts without any files. To do so, click “Add contract ”, enter a title, and click “create” to create a new contract without files.
You can enter a title even if you select some files to upload, but that’s completely optional.
Improved binder selection
When adding a contract to a binder, you can now quickly search and select a binder by name. Just start typing the name of the binder. For those in favour of the traditional navigation tree for binder selection, that is naturally still available.
Administrators can set a default binder for other users
So far, users have been able to set a default binder for themselves on the ”My Settings” page. That is still available, but now administrators may also configure default binders for other users on the user management page.
Contract merge now goes to 11
Contract merge has new options to select which information is merged. By default, all information is merged.
To find contract merge, select two or more contracts in the “ contracts” view, and the “ Merge” button will show up.