Template Management Updates 📄

Hi there,

Greetings everyone! We have some updates to share about our template management functionality. Here's what's new:

1. Contract Management: A new tab has been added that will consolidate features related to managing contracts such as BAAs.
2. Account-Based Templates: Depending on your account type, the template library will display the relevant options. For Business Associate (BA) accounts, two templates are available (BA -> CE and BA -> Subcontractor). Covered Entity (CE) accounts will see a single template (CE -> BA).
3. Standardized Naming: To ensure clarity, we have standardized the terms used for the sender and receiver of the contract. They are now referred to as Originator and Recipient, respectively.
4. Sorting and Filtering Options: You now have the power to sort templates based on creation date, last updated, or alphabetical order. Additionally, filter templates by category.
5. Filter by Recipient: To simplify template selection, you can filter templates by recipient, including Subcontractor, BA, or CE.
6. Choose a Template Recipient: the template recipient can only be modified during the initial creation of the template. This ensures accuracy and consistency in your contract management.
7. Informative Banner: A banner has been added to aid in distinguishing between BA, CE, and Subcontractor, providing instant clarity when selecting templates.
8. Dynamic Fields Integration: Dynamic fields are now seamlessly integrated into the menubar and toolbar. By simply typing
9. Template Creation: Admins now have the ability to create new templates from scratch, giving you greater control and customization options. Additionally, copying and pasting from Word or Google Docs supports formatting, ensuring a seamless transfer of content.

We believe these updates will greatly enhance your template management and streamline your document creation workflows. Give them a try, and please don't hesitate to share your feedback or reach out if you have any questions.

Thank you for being a valued member of our platform! ✨