Getting Legal Done

Contract Management Feature	What Does This Mean To Me?
Documents
Full text searching	Documents are stored in their native file format and are full-text searchable.
Power Search supports Boolean logic	Quickly search across all documents, as well as folders, actions and contacts if desired.
Ability to upload multiple documents at a time	Quickly and easily upload entire directories of documents into GLD. This feature makes it easy to get started in GLD by quickly uploading all your contracts into the document module.
List counterparties and other contacts	Track the counterparties and other contacts relative to a document so you can quickly see who you need to deal with on a particular document. Group documents based on counterparties and other contacts too.
Personally organize your List Views	There's a tab for working with documents, recent documents and all documents - easily group by various selections, as well as pick and choose columns of data for display
Ability to edit a document and reload to existing profile	If a document already exists and version control is not a consideration, users now have ability to launch exisiting document, edit, upload edited document to existing Profile.
Document Grouping	Group Documents by type, status, contacts, status, etc.
Set milestone and other critical dates directly within document profile	Easily forward milestone and other critical date information, along with the document itself to people outside the GLD system. iCal attachments make it easy for them to add to their Outlook or other calendars.
Document Security	Documents can only be deleted by owner or System Admin. Deleted documents are overwritten 22x vs. government standard of 7x.
Supports tags	Tag documents with specific attributes to be able to recombine and view lists based on various attributes/tags.
Document access log	Check the document log to determine who has accessed the document and when.
Document status tracking	Track document status as defined by your individual department
One-click document launch	Launch documents from List Views by simply clicking - makes multiple document review simple and easy.
Forward documents and actions outside GLD	Anything that requires an action to be taken or considered is called an Action is GLD - attach Actions directly to the document and always know the full picture. Quickly see what's been done and what still needs to be done now and in the future.
Folders
Easy Project Organization	Folders make it easy to group Actions, Documents and Contacts that pertain to a single project or contract but involve multiple department members, etc. in a single location where everyone can see what needs to be done, what has already been done, who requested the project, which law firm is aiding in the project/contract, etc. More importantly, everyone will have access to the correct documentation --- no more mistaken versions.
Private folder setting	Folders and their contents can be made private to user and whoever else they specifically delegate.
Add and Edit Actions, Calendar Events and Documents directly within Folder	Ability to add or edit action items, calendar events, and documents directly from within the Folder itself.
Improved folder navigation	From any folder list, click on the folder icon to display the folder tree.
Folder Grouping	Group Folders by status, jurisdiction, type, tag, etc.
Folder-to-Folder drag and drop hierarchy	Quickly and easily organize your folder hierarchy with drag and drop functionality.
Actions
Convert emails into Action items from Outlook email	Most of our work assignments come to us via email. Send those mails to GLD, where they will automatically be delegated and placed in the correct folder, along with any attachments.
Forward email to your GLD inbox as Action items.	If you don't use Outlook, don't worry, you can forward emails (complete with attachments) directly to your GLD inbox and they will automatically become Action items.
Create Action items from ACC Resource Checklists	The ACC website Resources (QuickCounsel, Top Ten, InfoPaks, Docket Articles, etc.) have GLD Checklist buttons that allow all ACC members to edit, copy, print and email checklists from the article. GLD subscribers may also turn those checklists into GLD Action items.
Create recurring Action items	Ability to create Actions as 'recurring' daily, weekly, monthly, yearly. This is especially useful in managing contract milestones, renewal notices and expirations.
Link documents to Action items	Easy access to documents from associated Action items.
Link URLs directly to Action items	Easy access to Google documents and other url links from associated Action items.
Link/upload new documents directly from an Action item	Takes a two-part process and reduces it to a single-point process. New documents can easily be uploaded and made available from within the Action as you work.
Color-coded Due Dates	Due dates in Action lists are now color-coded: pink for overdue, green for due today, and yellow for upcoming.
Quick view of what's overdue, due today and coming due	Daily Review and other Group By views that make it easy to see contract milestones, renewal dates, expirations, etc.
eMail Action reminders outside GLD	Create Actions, reminders and escalations and email them to stakeholders outside GLD, complete with document attachments.
Set and Forget feature	Set Action reminders to be automatically sent via email and include escalation of overdue and incomplete Actions.
Compliance	eMail history, including eMail assignment and responses are kept so you have a complete history (eMail trail) of the crucial assignment/disclosure notifications and responses.
Agendas
Drag-n-drop actions, folders, documents and calendar events directly onto an Agenda	Build Agenda lists quickly and easily as you work.
Create Agendas On-the-fly	When action, document, folder, etc. are dropped onto Agenda Button, user has ability to pick from existing agendas or create a new agenda to accommodate the record being associated.
User Settings
Watch tutorial videos	Not sure how to accomplish something? Launch tutorial videos from within GLD for quick updates on functionality and 'how to' tips.
Sort within Groups	Grouping records is not always enough - sorting within the groupings makes it easier to find exactly what you are looking for or to spot trends/patterns.
Customize the Interface	Different users prefer different views - organize the listing screen the way you want and it will remain persistent until you return and change the settings. Regardless of where you go in the system, Module opens in last view selected by user.
Group by settings	Logical grouping of records for easy access, review and print out.
Reset password	Reset personal password at any time.
Dynamic edit windows	Allows you to drag edit window so that underlying data is viewable as you edit.
Horizontal scroll widget	Now you can scroll sideways without having to go all the way to the bottom of the page - the widget follows you on the page.
Choose your own start page	You determine what module you want to open into when GLD launches.
Daily task list email	Can be turned on or off by user
Docking items	Dock Folders, Actions or Documents on your GLD desktop for fast access
Search	GLD supports keyword/Boolean logic searches across all modules, as well as within individual modules. Full Text Searching across all documents too.
Calendar
Day, Month, Year side bar navigation	Makes it easy to move around in the various Calendar Views
Department-wide Calendar	Ability to show various department members' calendar items together in a single calendar view. Makes it easy to determine availability quickly.
Day, Week, Month and List Views	Makes it easy to see availability of single user or entire department by day, week or month.
Color-coded events for individual department members	Events color-coded by user, making it quick and easy to view availability.
Invite participants outside GLD	Calendar invites can be set for both GLD users and participants outside GLD quickly and easily.
KnowHow (GLD knowledge base)
Ability to create Actions from KnowHow Articles	You can create and delegate pertinent Actions as you review articles and checklists. Simply highlight a sentence or phrase that you want to turn into an Action item and drag it to the Action bar, or create a new Action from scratch. Compile a list of actions and send them to GLD.
Contribute your own articles to KnowHow	You can now contribute your own articles to KnowHow, to share your expertise with other GLD users or to keep your research in a handy, central repository - this is a great place to share "process" documents
Make KnowHow articles you contribute Private	Now that you can contribute your own articles to KnowHow, you have the added benefit of choosing to share your expertise with other GLD users or to keep your research private to users within your own domain, in a handy, central repository -- great place for "Internal Process" documentation that your team can access quickly and easily
Contacts
Create email	Simply clicking on the email address will now launch an email form to contact ready to complete with details.
vCard import	Ability to import vcards for convenience.
.csv import	Ability to import entire address books to make it easier to get started in GLD
Document and Folder list	Quickly see all the documents and folders to which a particular contact has been associated.
Add photo images to contact record	How great to match the face to the name!

Contract Management Features

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