Supply Party Info for 3rd Party Documents

Because Party information is not automatically collected for 3rd party documents, if you want to capture details such as the name of the company a deal is with (and we highly suggest that you do!), you need to supply this information after upload.

The major benefit of capturing this info is that it enables you to quickly locate this document in the future by using the Party search filter.

Before you can fill in Party info for a particular contract, you'll need to associate the uploaded document with an existing template. This is because Parties are template-specific (for instance, a Vendor agreement has "Company" and "Vendor" parties, while an Offer Letter has "Employer" and "Employee" parties).

To associate the uploaded document with an existing template, open the Variables panel (lightning bolt icon at upper right) and select the relevant template:

You may choose to fill in data for variable fields (such as "Effective Date" or "Term" here, or skip right to supplying Party information.

The purpose of supplying Party information on 3rd party paper is to capture information about who you are doing a deal with. This is useful because capturing this info enables you to quickly locate this document in the future by using the Party search filter.

To capture Party information for 3rd party paper, open the Manage Users panel (person icon at upper right) and add a new user ("Add before sharing" option).

Click the three dots next to the new user's name and choose "Edit" to fill in the Party information you want to capture (for example, Company Name and Address). Note that a signer name and email are required here; if you don't intend to share the contract with this user, you can enter placeholder info for these required fields.

Then, select this user's Party from the first drop-down menu under their name:

Once a Party is selected from this drop down menu, the document now has Party information associated with it!

The major benefit of supplying Party information for 3rd party paper is that it makes it easy to find this deal later in your contract repository.

For example, if you have numerous deals with a counterparty named "Biogen Analytics, Inc." some of these deals may be on your paper (generated from an Outlaw template) and some may be on their paper, but you want to be able to easily and quickly pull up all of the deals with this counterparty using the Party search filter.

By following the directions in this article, you ensure that all deals with a particular counterparty are searchable and easy to locate when you need to them.