Repository

• Getting Started
  • The basics
    • What’s Bounsel CLM?
    • Upload your first template
    • Create your first Flow
    • Register to Bounsel
    • Bounsel Glossary of Terms
    • Generate and share you first document
    • How to Create Your Workspace on Bounsel
• Platform Management
  • Account & Setup
    • Account Security
  • Security
    • Is my data safe with Bounsel?
  • Acces
    • How to log into Bounsel
  • Tags
    • How do you manage, create, edit, or delete tags?
    • How to change tag color?
  • Categories
    • How to Manage, Create, Edit, or Delete Categories
    • How to hide default categories
  • The basics
• Repository
  • Managing Documents
    • How to Request Access to a Document
    • How to create a folder
    • How to move Documents
    • How repository is organized
    • How to export in CSV your documents
    • How to see activity feed
    • How to Set Custom Filters in the Repository
    • How to answer a request for access to a document
• Templates and Flows
  • Templates
    • How to prepare a template document
    • How to upload a template
    • How to add metadata to templates
    • How do you modify the category and tags of a template
    • How to update a version of a template
    • How to edit the template
    • Duplicate a template
    • What document types can the template handle
    • Add a private note to the template
    • How do you add Members to a template space
    • How do document states work
    • How to add members to the workspace
    • How do you enable a template
  • Flows
    • How to create a flow
    • The flow builder
    • What are a master flow and subflow
    • Customize the flow style and details
    • How to publish and share a flow
    • What is a subflow and how to create it
• Reviewing
  • Reviewing
    • How to track changes in the editor
    • How to comment in the editor
    • How to request approvals
    • How to approve or reject a document
• Automation
  • Rules
    • How to create a rule?
    • What are the rules?
• Insights
  • reports
    • How to use metrics and insights
• Integrations
  • Intergrations
    • How to connect an integration into your workspace
• Addons
  • Bounsel Sign
    • What’s Bounsel Sign?
    • How to add a signatory
    • How to request signatures
    • How to sign a document
  • Bounsel Edit
• Developers
• How do you add team members to the workspace
• What roles a workspace member can have
• Add my logo and colors to the workspace
• How do you change a workspace
• Where to find the workspace id
• Change your user security settings