Template Management Updates 📄
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
andRecipient
, respectively. - Sorting and Filtering Options: You now have the power to sort templates based on
creation date
,last updated
, oralphabetical
order. Additionally, filter templates by category. - Filter by Recipient: To simplify template selection, you can filter templates by recipient, including
Subcontractor
,BA
, orCE
. - 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. By simply typing{{
, you can trigger the dynamic field options, making it effortless to populate your templates with dynamic content. - 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.