# Documentation

# General

# Registration

Registration page is used to register new users, collect user information, and authenticate the user's email address.

# Roles and Privileges

Roles and privileges describes the user's capabilities when working with contract documents.

# Subscriptions

Subscriptions describe the subscription options provided for users - from a free trial user to a Premium paid subscriber.

# Terms of Use

The terms of use dictate the terms of how users can use the Docgility product.

# Privacy Policy

The terms of use dictate the terms of how users can use the Docgility product.

Below, you will see the main navigation bar for Docgility.

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In the upper area, you have the following functionality:

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The "+" and "-" options are used increase and decrease the number of concurrent panels that are displayed. Depending on your subscription level, you are enabled to activate up to 6 concurrent panels in each browser environment.

# Admin

The Admin view is only available to Premium Subscription users and above. The Admin options provide the administration tables necessary to configure the group capabilities. If you work regularly with the same group of collaborators and want to customize the different types of contracts you review, it is highly recommended for your group to upgrade to Premium subscription.

This admin view provides the options to configure:

Groups - Provides administration mechanism to share privileges so that you do not need to specify colloboration for each document. Also, provides access to group members for custom doctypes.
Doctypes - Provides administration to customize clause labels and tags for each doc type.
Alerts - Provides the mechanism to send out legal topic-specific alerts to target groups (for example, send the payment and tax clauses to the finance team.)

# Profile

This profile options allow users to configure their own settings:

User Profile - Company and Title information to display to other users.
Subscription Information - Provide ability to upgrade and change subscriptions for each user as appropriate. Provides credit card automatic billing. (Note - Separate billing options are available if you contact sales@docgility.com directly.)
Password Reset - Reset your password as appropriate.

The following section describes the functionality of the panel navigation system.

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The navigation system is dynamic in nature and changes based on the following factors:

Subscription Level of User (Trial, Basic, Premium, etc.)
Privilege available to the user for the document. (Owner, Collaborator, Negotiator)
Status of the Document (Loaded, Saved, Archived, etc.)
Metadata (Document options, collaboration status, etc.)

Each panel is intended to work independently and can process different documents. This intended to facilitate side-by-side document comparison capability.

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The following links describe each of the areas of the navigation system for each panel.

# File

Under the File menu, you will find options for document-level operations, including:

Opening Documents
Saving Documents
Copying Documents
Moving Documents to Archive
Document Log

# Edit

Under the Edit menu, you will find options for document-specific operations, including:

Options for customizing the panel view.
Reviewing comments and docedits.
Viewing collapsed or expanded detailed views.
Approving or rejecting changes from collaboration and negotiation.

# Act

Under the Act menu, you will find options for document-specific collaboration and negotiation actions, including:

Starting and stopping collaboration and negotiation processes.
Adding participants - owners, collaborators, and negotiators.
Exporting the document summary to Excel format, with all approved changes and labels.
Downloading the original source document, etc.

# Panel Info

The (i) icon in the panel provide more detailed information on the document loaded in the panel. This is supplemental information and provides information in expanded view in addition to the document information view indicated below.

# Legal Topic

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Clause Topic is a very powerful feature that facilitates the side-by-side comparison of documents based on legal clause topics. It also faciltates the intelligent navigation of topics throughout a document.

These options allow the user to:

Select the legal topic for the panel.
Sync the panel with other panels through the topic sync capability.
Increase and decrease the selectivity of the legal topic view to adjust the inclusiveness of the intelligent filter on the legal topic.
Displays for the topic and Selectivity

# Document Infobar

The document information provides information related to the document loaded in the panel.

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Above, you will see a typical document info for a non-custom doctype document.

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For documents of a specific document type and group, that information will also be displayed in the document information.

Inside each panel, there is a scrollable text boxes that each contain indicators for each paragraph. As an example, here is a representative paragrah with each of the elements highlighted.

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# Adding Comments

User can add comments for collaboration (visible to owners and collaborators) or for negotiation (visible to negotiators as well).

# Adding Docedits

User can add suggestions for docedits for collaboration (visible to owners and collaborators) or for negotiation (visible to negotiators as well). Docedits still need to be approved by owners in order for it to incorporated into the document.

# Adding Clause Labels and Risk

Users can label certain sentences in paragraphs with labels and risk levels.