See how Sifter Settings are important and how each setting will impact your team.
As an admin, Sifter Settings provides some of the most important functionalities like creating, editing, using Playbooks specific to your needs.
Questions to consider for your organization:
Which Playbooks should be accessible for users?
Which Sifters should be selected for each Playbook?
How should each Sifter respond when a concept is found or missing?
All of these considerations will determine the way you utilize Sifter Settings for your organization.
What the Terms Mean:
Read over these terms as they have different meanings under Found or Missing settings.
Found Settings
Ignore: Use this setting for boilerplate that's important but never negotiated.
Ex. Amendments in Writing
Display: For concepts that you negotiate at times.
Ex. Arbitration, Definition of Confidential Information
Flag: For concepts that you tend to negotiate AND emphasize.
Ex. Indemnification
Missing Settings
Ignore: For concepts that you do not want to insert if missing.
Ex. Auto-Renewal, Residuals Clause
Display: For concepts that you want to give help on if missing without emphasizing relative to other concepts.
Warn: For concepts that MUST be inserted if missing.
Ex. Employee Background Checks
You can also watch this video tutorial below to follow along: