As an admin, Sifter Settings provides some of the most important functionalities like creating, editing, using document types specific to your needs.
Questions to consider for your organization:
- Which document types should be accessible for users?
- Which Sifters should be selected for each document type?
- 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.
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.
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: