DOCGILITY

# Frequently Asked Questions

# Product Questions

A registered user is always defaulted as a Trial user and only has limited capabilities. In particular, a Trial user can only process a few documents and compare topics between 2 panels.

A Referred Trial User is a registered user that was "invited" to colloborate or negotiate on a contract. As a result, when the user registers, they can continue to negotiate on the contract WITHOUT having to upgrade to a paid subscription.

Basic Subscription is recommended for users who would occasionally use Docgility for features like Legal Topic Analysis and would like collaborate or negotiate contracts on the platform occassionally.

Premium Subscription is recommended for users who regularly collaborate in groups to review certain contract types and would like to extend the capabilities of the document type to accommodate their review methods.

# Our current process depends heavily on Word redlines? Does that mean that there is no value to using Docgility?

Actually, most legal functions are still using Word. You can continue to use Word to record the redlines in the document. It's still valuable to use the Document Comparison and Legal Topic Analysis capabilities to isolate what changes you should propose as redlines in the Word document. You can also use the collaboration capabilities to solicit feedback from other contract collaborators.

When you are comfortable with the overall Docgility experience, you may want to try the Intelligent Contracts online negotiation capabilities and translate the final changes to Word/PDF when all agreed upon changes are agreed upon.

# What happens when a document gets converted to Archive Document?

After a document is converted to Archive mode, the document edits, comments, and other changes to the document are frozen and cannot be further changed. Documents that are no longer actively collaborated on in the system should be converted to Archive mode and indicated as whether it's an executed contract. Archive documents can still be retrieved at a later point as one of the comparison documents so that it is maintained in the knowledge base for later user.

# I did not select the right doctype when I initially created the document. Can I change it later?

A doctype (short for Document Type) is an extension on the base document type and contains logic that is specific to that type of document. Hence, it cannot be changed after it's been initially created. The user would need to revert back to the source document and process again, specifying the correct doctype.

# Why can't I create a Playbook document?

Only the owner of the doctype can create a playbook for that doctype. Owners of doctypes can also assign other owners of the doctype.

For updates to the "standard" playbooks for the doctypes, the user would need to delete the latest playbook and replace it with a new version with the correct clause labels.

# How can a contract be under collaboration and negotiation at the same time? Aren't they mutually exclusive?

By using Docgility Intelligent Contracts, the user can conduct collaboration and negotiation at the same time. The only crossover is when collaboration edits become approved automatically become negotiation docedits. Otherwise, these processes can work together and in real-time, saving valuable cycles in the contract negotiation process.

# I received an invitation to collaborate on a contract. Do I need to sign up for a subscription?

If you would like to collaborate on the contract, you can simply register on Docgility and you can participate in the collaboration of the contract. You will receive a free 30 day trial license that you can use to complete the contract negotiation.

After the trial license is expired, you can sign up for a paid subscription and cancel at any time.

# How can I get the document changes into the executed contract?

Companies have many standards on how best to complete a fully-executed contract. Many companies have CLM systems and electronic signatures that require the document to be in a specific form. At this point, the user should merge the approved docedits together with the source document to create the contract for signature. Then, you can fix the potential document formatting issues, like table of contents, borders, etc. and double checking the contract before it goes out for signature.

# Why would you want to conduct only collaboration and only negotiation?

As an example, you may want to collaborate only and transfer the changes to a Word document to send back to the counter party.

Or you may want to simple use Docgility as the common shared document environment for the negotiation, so you only start the negotiation so that you can approve and suggest docedits with the counter party.

Docgility is designed to be as flexible as possible to accommodate your existing business practices and improve your productivity in the legal review process.