Step 1: Configure MacroView ClauseBank Options
Step 2: Install MacroView ClauseBank Library Template
Installing this ClauseBank Library template will allow you to take full advantage of the features of MacroView ClauseBank.
Step 3: Create a Sample Clause Library with Advanced Features
Streamline your evaluation of MacroView ClauseBank by creating a sample ClauseBank that contains a Clause Library with sample content items arranged into a tree of folders.
Step 4: Automatic Expiry Dates and Expiry Alerts
Automatic Update of Expiry Dates and Expiry Alerts
- Each Content item in MacroView ClauseBank can have an Expiry Date, to prevent use of out-of-date content. They can also have an Content Expert - a user or group who is responsible for ensuring that the content item is kept up-to-date.
- The Expiry Dates can be automatically updated as a content item is edited.
- In addition, Content Experts can receive automatic emails alerting them of content items that are about to reach their Expiry Date.
- If you are interested in these advanced features contact MacroView Services.[/su_list