Filling in the open elements in an overview auto-fills these elements in the full contract, too, which can make drafting lightning fast.
But a single document can contain dozens of elements: how can you be sure you've added all of them to the overview?
When an element is present in the full template but has not been added to the overview yet, an alert appears above the overview stating how many elements are missing:
How do you know which elements those missing ones are?
All elements present in a template are listed in the toolbar running across the top of the template editor screen:
When a listed element has been added to the overview, this element lacks color in the list; but if it still needs to be added to the overview, it will brighten to lavender or blue (depending on the type of element it is), providing a quick visual cue for which elements still need to be added to the overview.
Is including all elements in the overview required?
No--it is possible to send and sign contracts on the platform even if some or all of them are absent from the overview.
That said, we highly recommend creating a complete overview for each of your documents! This article explains why :)