Hi there,
Greetings everyone! We have some updates to share about our template management functionality. Here's what's new:
Contract Management: A new tab has been added that will consolidate features related to managing contracts such as BAAs.
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).
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.
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.
Filter by Recipient: To simplify template selection, you can filter templates by recipient, including Subcontractor, BA, or CE.
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.
Informative Banner: A banner has been added to aid in distinguishing between BA, CE, and Subcontractor, providing instant clarity when selecting templates.
Dynamic Fields Integration: Dynamic fields are now seamlessly integrated into the menubar and toolbar.
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! ✨