CLM DAY 1

what is the primary purpose of user roles and permissions within workday CLM?

To control user access and actions for secuirty and compliance.

In the context of workday CLM, what do “Permissions” control?

User access to documents and workflows.

What is the advantage of assigning permissions to departments rather than individual users?

It simplifies management and ensure consistency.

what is one benefit of using single sign-on (SSO) with workday CLM?

It simplifies login and centralizes user managment.

Folder stucture should match _______ and not for the propuse of looking pretty

departments

Best practice is to assign access add an department level rather than access at individual user level?

Yes at department level.

Can custom security groups have the same access as Owners/Admins?

No they can’t, only Owners/Admins have full access rights.

what is are the difference between Owner and admin?

-Owners have access to billing features
-Owners can add/remove owners
-Admins can be add/remove from other admins & Owners

Power users and Workflow-Only user are ____ users?

end

What is the order of operations for permissions & roles?

Create Folders, Create Departments, Assign Permissions, and create users

What are the three steps of workflow?

Intake, Review, and Execution

What is Pre-signature?

Intake From, Drafting, Relining/Negotiaiton, approvals, and e-signature

What is Custom Ai and allows to do what? (2)

can configure this to track specific values of interest across all your documents (2)

Custom Clause AI is what?

Idenfity conceptually simliar clauses across your documents that are not standard

pass

pass

what ratio of workflow to contract should you have?

1:1

Template is using used for:

internal/third party operates on using templates

Conditions can be used for what?

Template Selection, Template Language, Intake form questions, Reviewers, Signers, Document naming, and folder path

what is an example of a subprocess?

After a contract is signed, an email will be sent to IT for training

what is a contributor?

Someone who is add for visability

What does Workflow Execution refer to?

Final Steps including signature

When designing models and field types, what should you consider?

Usability, data type, and functionality

what is correct order or operations for building complex conditionals in a workflow?

Code Template, Create intake form questions, Create conditions, Assign conditions in “fields” sections

Which of the following is a key factor in determining whether a client needs to have their contract templates coded within evirost?

whether the client primarily operates using their own contract templates or third-party templates

An algorithm is

 A sequence of steps to perform, they control how computers carry out tasks or solve problems.

Ask AI replaces an attorney

False - ask

Chat History is not erased automatically after leaving a document?

No Chat history is not deleted after leaving.

If you delete a file and need to restore it, what should you do?

Contact a System Admin.

 You're looking for documents where San Francisco Sourdough Inc. is a counterparty, do you use a filter or keyword?

Filter based search

Alerts can be run on what time intervals?

 Hour, Days, and Weeks

Who can you include in an alert?

Contract owners, individuals, departments.

Where are the two places an Admin User can assign access levels in Evisort?

 Inside the Admin Console, At the Folder Level.

Custom Roles allow you to ___ and ____ various permissions:

Mix & Match

Owners can be managed by

owners

admins can management by

admins and owners

A power user doesn’t have access to

Admin Console.

Welcome emails must go out to new users at the time they are created

No they don’t for new users

You can apply Custom Fields to all documents or ______

Documents with specific clauses.

Evisort can autofill Custom Fields?

Can’t auto fill

You can enter data into a Custom Field when the document is uploaded

yes, you can when uploaded

How many days do you have to restore a file before it is permanently deleted?

 90 Days.

Where in the Admin console can you set up a sync pair?

Integrations

In which direction will files sync?

Two-way, creating a mirror between Evisort and your storage provider.

Removing a sync pair will also delete any synced files/folders?

it will not remove any files/folders

What is the primary goal of the Evisort document and data ingestion process?

To efficiently transfer and integrate documents and data into Evisort for AI prcoessing and management.

When is a two-way sync the most appropriate method for document ingestion?

When continuous synchronization between Evisort and an external repository is required.

Session Timeouts allow you to strike a balance between what?

 Security and Convenience

The maximum period (before a user will have to login again) for both session timeout settings is?

7 days

What are the two primary components of the Evisort platform?

Pre-signature contract generation workflow and post-signature contract intelligence

What is the primary purpose of the Evisort API?

To enable integration of Evisort with external systems

Who typically builds custom integrations for the Evisort API?

 evisort, partners, clients

Which of the following is NOT one of the four main pillars of the Evisort API?

Reporting API

In a typical workflow, what happens after documents are stored in the post-signature repository?

 AI extracts metadata and clauses, which can be sent back to originating system.

What do webhooks provide in the context of Evisort's pre-signature API?

Real-time updates on ticket status to the external system.

Where can you view the Original document?

Contents tab

You can add documents in Evisort to groups in two places?

 On the document level, on the groups tab

Group allows to?

groups documents together

3 categories on the Groups page

Uncategorized, Supporting Documents, Document Tree

3 places you can access groups from:

Related Documents tab inside document, Groups tab, groups icon.

The Activity Log contains all of the following activities

Completion of each review phase. Completion of each stage. Creation of the ticket. Comments.

Where will you see tickets assigned to you?

 Email notification, Tickets Page.

what is document x-ray?

To track specific business needs (i.e. cancellation fees or project costs), or classify documents according to specifics in certain provisions. This feature allows for the training of Evisort to extract custom information into a data field, to search for and report on.

quick AI is?

no-code method to train Evisort to identify clauses or data unique to your business.

AI Drafting Tools is?

Automated redlining that revise clauses based on your rules and instructions to help ensure the language aligns with your requirements and that nothing is left out. Clause Creator (AI) is the tool that helps you generate customized clauses for your documents.

Custom Clauses must be have at least this amount of words:

Provide a sample text of at least 10 words

SMART fields and Clauses are?

AI powered data fields that Evisort auto-extracts from your documents, turning it into searchable data.

Searches can:

search through your entire repository and report based on contract metadata. Save and share searches too. Can use logic as well

Admin features include:

Customize Data Fields, File Restoration, Integrations and Sync, User Management, QuickAI/Automation Hub

Cycle times are:

Allows tracking of which party is currently responsible for a workflow ticket (internal or external)

Review Coordinator does what:

moves the ticket onto Signing Stage once Review phase is done.

 

Custom/General Fields are

Created by user, based on needs. Must be manually populated in each document. As Admin., you have control over your account's custom fields.

Docuement migration process is:

Identify, collect, prepare, ingest, QC, monitor.

four pillars of evisort API

Workflow API (pre-signature)
Documents API (post-signature)
Audit Log API (Admin functions)
Admin API (user management)

Advanced Query Builder is what?

When using Search or Dashboards, you can use filters, but these follow an AND logic. To have the OR logic instead, you might need to build a query. Can also be saved as a search.

what is a playbook?

is a structured set of rules and guidelines that tells a system or a team exactly what to check and how to respond

what is Ask AI?

A chat-style interface tool powered by generative AI that allows users to ask questions about a document and receive reasoned responses with source links. Gen ai

what is Clause Creator and what type of tool is it?

An AI drafting tool that generates clause language for users to insert directly into their documents.

AI Drafting Tools

A category of features that performs document revisions based on user instructions.

Out-of-the-Box AI

An Evisort feature designed to automatically extract standard contract information and clauses.

Machine Learning

An application of AI that allows computers to learn from data to perform specific tasks like pattern recognition or categorization, used in Evisort to locate and extract key data and clauses.

Generative AI

A type of artificial intelligence that automates the creation of new content such as text, images, or answers, and powers tools like Conversational AI and Document X-Ray.

Supervised Learning

A model-building method involving human training oversight by providing a set of known, labeled ("tagged") data patterns.

Unsupervised Learning

unlabeled data and is left on its own to find structure in that data. is useful for identifying previously undetected patterns in data. These systems use techniques such as clustering (grouping similar data) to identify patterns. Machine learning

Identifies patterns in large data sets

Anomaly Detection

 Unsupervised clustering can process large datasets and discover data points that are atypical in a dataset. This is how fraud detection is often implemented. The system can notice atypical transactions or behavior that might slip past a human or other more traditional algorithms Machine learning

Natural Language Processing (NLP)

Technology used in translation and speech recognition that detects connections between words and sounds, powering the input interfaces for Ask AI and Document X-Ray™

Semi-supervised Learning

A training method combining a small amount of labeled data with a large amount of unlabeled data, useful when labeled datasets are expensive or laborious to acquire.Machine learning

Reinforcement Learning

A machine learning technique mimicking human trial-and-error processes to train software to make decisions that achieve optimal results. Machine learning

Large Language Model

An AI system built from massive data sets relying on probability and statistics to learn language context, grammar, and patterns.

CARE Framework

A prompt structure framework designed to help build better AI prompts using four components: Context, Ask, Rules, and Examples.

Custom Clauses

Specific language rules set up via the Automation Hub that must be at least 10 words long to automatically identify, search, and export matching document sections (not out of the box)

Classification Model

A type of model that sets the value of a data field according to logic described in its instructions. like category

Signing Coordinator

will be in charge of making sure that all the signatures have been collected.

Task List Coordinator

will be in charge of making sure that all the tasks have been reviewed.

select skip

skip

Recommendation Engines

Unsupervised machine learning can help explore transactional data to discover patterns or trends that can be used to drive personalized recommendations for online retailers. Again, because these are such large and connected data sets, human processing would be inefficient if not impossible.

What is Gen AI?

helps automate creation of new content: writing text, generating images, or answering questions. EVISORT uses it to power tools like Ask AI and Document X-Ray and uses LLM

 

What are the limitation of AI?

Bias and Hallucinations

An algorithm is:

A sequence of steps to perform.

What would you add to help fix the following prompt: “Extract the order data from the contract."

Context, examples, and rules

You can prevent all users from creating new Custom Clauses inside document viewer?

yes you can prevent all user from creating new Custom Clauses inside