How to Customize NDA's Layouts & Templates

How to Customize NDA's Layouts & Templates

To customize the NDA:

1. Click "Admin"


2. Click "Customisation"



Click "NDA":



The first tab on the NDA is the Layout Library, where you can customize the NDA's Layouts:



The second tab is the Template Library, where you can customize the predefined text in your NDA's:



On these two tabs you change existing layouts and templates, delete them and add new ones.

Layout Library


1) Add new Layout


To add a new layout, go to the layout library and click "Add Layout":



First option, let you create a layout from scratch. Click "Create new layout":



Enter the layout name and the language for the layout. Each language can have a different layout:



After that, on the "Page Style section", define the cover page, header and footer content:



Next, you can change the Text Style for the different titles. You can change Font Type, Font Size, Font Style and color:



When you are done with your customizations, click "Save & Exit"



This is how you add a template from scratch.



The next option is to add a new layout based on a existing NDA. This will copy a previous existing NDA and copy the layout to a new layout template. Click "Create from existing NDA":



Select the NDA you want to use as the base for the new Layout:



Click "Create Template":




The new Layout Is added to the list:



The last option is to create a layout based on the library of layouts from Consource. Click "Create from Consource Library":



Select one of the layouts from the list:



Click "Create Template":




The new layout is added to the list:



2) Edit Layout


If you want to modify a layout, click the 3 dots on the Action column: 



Click "Edit":



Modify the layout as you wish:




When you finish your customization, click "Update & Exit":



Your modification are saved and you go back to the list of Layouts:



3) Copy a Layout


You can copy a layout to create a new one. click the 3 dots on the Action column: 



Click "Copy".  A copy of the layout is added to the list with the "_copy" suffix:



Now you can modify the template as demonstrated on item "2) Edit a Layout".

4) Delete a Layout


To delete a layout, click the 3 dots on the Action column: 



Click "Delete":




Click Yes:



The layout is removed from the list:




Templates Library


1) Add new Template


To add a new template, go to the "Templates Library" tab and click "Add Template":



Click "Create new template"




Give the template a name and select the language:



Now you can start prepopulating the information that will be default on all NDA based on this template. You can add:

1. Preliminary Info
      1.1. Introduction & Parties
      1.2. Recitals
      1.3. Terminology
2. Term & Termination
      This item is project specific and will be populated during the NDA creation.
3. Confidential information
      3.1. Definition of Confidential Information
      3.2. Exclusions from Confidential Information
4. Obligations
      4.1. Obligations of disclosing party
      4.2. Obligations of receiving party
5. General Provisions - 
On General provisions we created several subitems that are most common for this section of a NDA. You can change their order by clicking the six dots on the left side of the item name and drag and dropping up or down:

 

You can add a new item by clicking the "+" sign that will appear between two items when you hover the mouse between them.



You can also add a new item bellow all items in section 5, by click the "Add Field" Button:



You can remove any field from section 5 by clicking the 3 blue dots on the right side of it and clicking "Remove":



Click "Delete"



When you are done, click "Save & Exit":



The template is created.

The next option is to add a new template based on a existing NDA. This will copy a previous existing NDA to a new template. Click "Create from existing NDA":



Select the NDA you want to use as the base for the new Template:



Click "Create Template":




The new template is added to the list:



The last option is to create a template based on the library of templates from Consource. Click "Create from Consource Library":



Select one of the templates from the list:



Click "Create Template":




The new template is added to the list:



2) Edit Template


If you want to modify a template, click the 3 dots in the Action column: 



Click "Edit":



Modify the template as you wish:



When you finish your modifications, click "Update & Exit":



Your modifications are saved and you go back to the list of templates:



3) Copy a Template


You can copy a template to create a new one. click the 3 dots on the Action column: 

Click "Copy".  A copy of the layout is added to the list with the "_copy" suffix:




Now you can modify the template as demonstrated on item "2) Edit a Template".

4) Delete a Template


To delete a template, click the 3 dots on the Action column: 



Click "Delete":




Click Yes:



The layout is removed from the list:



Next, you should check the article about MSA Customization.

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