Question 1

💁 Troubleshooting: Problems to login or accessing contracts?

Accepted Answer

If you are having problems using Dealsign, check this troubleshooting first:

1. Do you have correct user access rights?

Verify you have logged in with correct username (email) and you have proper user rights to access the documents.
If you got email invitation to join Dealsign, make sure you use the same email in the registration.
If necessary, you can change your email in the My Account settings page OR sign up with a correct email https://app.dealsign.ai/signup

2. Is your browser working properly?

Connectivity: Check your internet connectivity is working properly.
Refresh browser: Refresh and clear the cache, press CTRL + F5 / CTRL+ shift + F5 (Windows) OR command + shift + R (Mac).
Browser: We recommend using updated Chrome browser.
VPN: Turn off your VPN if you have VPN connection on.

Should you have any questions, please contact us through the chat or by sending an email to support@dealsign.ai

Question 2

How to import Word document as a template?

Accepted Answer

Prerequisites

Q: How can I create a new template?

<h1 id="howtocreateanewcustomtemplate">How to create a new custom template</h1> <img src="https://storage.crisp.chat/users/helpdesk/website/48767b16e710c000/dealsign-create-template-640px_rbc1w.gif" alt="How to create a new custom template" /> <ol> <li>Start creating a new custom template by first clicking the green "Create new template" in the main template screen.</li> <li>Write a title for the template</li> <li>Add metadata</li> </ol> Metadata for the templates are: <ul> <li>Category - What business sector does this template represent?</li> <li>Language - The language of the template</li> <li>Country or region - In which country or region this template is legally applicable?</li> </ul> You can also write a short description what is the purpose of this template. This helps others in your company to know where and when this template should be used. Ready! After filling out the metadata, you are now ready to continue to the "Template editor". In the "Template editor" you can continue adding sections and customize your template to your needs.

Start by checking your current Word contract that you have different formatting in use at your document:

The document has a title (in body text, not in header) and it has a unique styling (eg. Heading 1)
Sections have a unique style (eg. Heading 2).
If your document has a nested structure, containing sections and subsections, make sure that all subsections have a unique style (eg. Heading 3).

By selecting a unique style for the title, sections and subsections, Dealsign will be able to automatically identify it as the desired title for the document.

Dealsign templates can have a two level structure:

Section 1 -- Subsection 1.1 -- Subsection 1.2
Section 2 -- Subsection 2.1

You can use your Word editor to make sure your document has the required formatting for import to the Dealsign tool. Also, check our example Word document that has the predefined formatting. Download example template document: https://storage.googleapis.com/dealsign-cdn/help/dealsign-template-import-example.docx

How to import

Upload your Word document

Go to https://app.dealsign.ai/dashboard/templates/list/all and click the "Upload Word file" button in the "Import template from Word" box.

Import template from Word

Select or write a title for the template

You can either select th

Question 3

How can I upload contract documents to archive?

Accepted Answer

You can upload PFD documents to your archive folders, just click the "Upload PDF" and select one or multiple documents and click open.

Upload documents to archive

Question 4

How can I create a new template?

Accepted Answer

How to create a new custom template

Start creating a new custom template by first clicking the green "Create new template" in the main template screen.
Write a title for the template
Add metadata

Metadata for the templates are:

Category - What business sector does this template represent?
Language - The language of the template
Country or region - In which country or region this template is legally applicable?

You can also write a short description what is the purpose of this template. This helps others in your company to know where and when this template should be used.

Ready!

After filling out the metadata, you are now ready to continue to the "Template editor". In the "Template editor" you can continue adding sections and customize your template to your needs.

Question 5

Are you having problems with template section numbering?

Accepted Answer

Template section ordering troubles? This is a known random bug that occurs randomly when editing templates.

Here are the instruction for resetting the template section numbering:

Select "Template settings" on the upper right corner.
Select "Advanced settings" and then press "Reset section numbering", and then confirm with "OK".
After resetting section numbering, try to change the section order and see how it looks.

Should you have any questions, please contact us through the chat in the bottom left corner or by sending an email to support@dealsign.ai

Question 6

Dealsign Privacy Policy

Accepted Answer

You can read Dealsign Privacy Policy here: www.dealsign.ai/privacy

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