Release Notes

New updates and improvements to SpotDraft

Access control for running SDC

CLM
All Users
Q1 24

 Product Area: Smart Data Capture and Access Control

 Impact of Change: Improved control over feature usage

 Roles Impacted: SDC users and admins

Details

Ever since Smart Data Capture became paid and credits became a limited resource, admins have wanted control over who can extract data and consume credits.

This is now possible. Admins will now have the ability to decide which teams get access to “Extract Contract Metadata”.

This is available in the Teams section under access control.

Screenshot 2024-06-28 at 7.05.55 PM

 

What changes?

If a user is a part of a team that has the ability to extract metadata, they will be able to use Smart Data Capture.

If not, they won’t be able to use SDC across all touchpoints (Extract button, Upload contracts, Import Executed contracts, etc.)

Screenshot 2024-06-28 at 6.58.11 PM
Important note: In order to preserve status quo and avoid disruption to existing users, all existing teams have been given this access by default. Any newly created teams will need to be given access separately.
How to Enable : Available on all workspaces.

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