Advanced MacroView ClauseBank with O365 SharePoint Online

Video

Step 1: Configure MacroView ClauseBank Options

  • Click ClauseBank Options – the ClauseBank Options dialog will appear.
  • Check Display view toggle buttons.
  • The dialog that appears when you Insert Clause will have buttons to Hide Preview and Hide Description. The Preview of the selected clause and any Description text recorded for the clause will be displayed. This Description text can be a useful way of providing less experienced users with guidance as to the intended use of the clause.

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.

  • Download the 365 ClauseBank Template.
  • In your web browser, navigate in your Office 365 tenancy to the Site Collection where you want to locate the ClauseBank.
  • Go to Site Settings and select List Templates.
Site Settings > List Templates

  • In the Add a Template screen, choose the STP  file corresponding to the ClauseBank Library Template that you have downloaded (see above).

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.

  • Download this Sample Clause Library template.
  • In your web browser, navigate in your Office 365 tenancy to the Site Collection where you want to locate the ClauseBank.
  • Create a site whose title contains ClauseBank – e.g. Sample ClauseBank.
  • Go to Site Settings and select List Templates.
Site Settings > List Templates

  • In the Add a Template screen, choose the STP  file corresponding to the Sample Clause Library that you have downloaded (see above).

  • The List Templates Gallery should then appear.
List Templates Gallery

  • Use Create an App to create a new document library, based on the Sample Clause Library template.
  • Note that the title of the document library must contain Clauses – e.g. CV Clauses.
Add an App

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  • Each Content item in MacroView ClauseBank can have an Expiry Date, to prevent use of out-of-date content.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
Site Settings > List Templates