Monax Help Center

Monax Help Center

Section title

Formatting Documents

To fully leverage documents on Monax we’ve created a formatting language to help our platform recognize critical information in your .docx files. The following section will highlight how to leverage that language to add Terms, Parties, Dates and Signatures to your agreement.

Adding Terms:

To highlight a key term in our document we must apply two {‘s on either side of the term, like this: {{term}}. The video below highlights an example of how to do that within the text editor of your choice:

Once formatted here’s where you can expect to find the terms when you uploaded the document during template or agreement creation:

Steps to adding Key Terms:

  1. Find a word you’d like to turn into a flexible term.
  2. Wrap the term with two { like so: {{term}}
  3. Repeat until you’ve formatted all the terms you’d like Monax to recognize.
  4. Upload document during Agreement or Template creation.
  5. After uploading you’ll be prompted to define the types of terms defined in your document. Ensure that any term you highlighted is marked as a “Term”.
  6. During the creation flow you’ll land on the Terms page, where you’ll see all the terms you’ve marked. Go through each one and assign it to a party to define in your agreement.

Adding Parties:

To highlight parties in our document we can mimic the same pattern for terms, by adding two { ‘s to either side of the party name, like this: {{party name}} . The video below highlights an example of how to do that within the text editor of your choice: Once formatted we can upload the document during agreement or template creation and create a connection between the highlight term and the parties defined on our template. The videos below outlines where you can do that during template and agreement creation,

Steps to adding Parties:

  1. Find a word you’d like to define as a party.
  2. Wrap the party with two { like so: {{party}}
  3. Repeat until you’ve formatted all the parties you’d like Monax to recognize.
  4. Upload document during Agreement or Template creation.
  5. After uploading you’ll be prompted to define the types of terms defined in your document. Ensure that any party you highlighted is marked as a “Party”.
  6. From your parties page in the creation process you’ll be able to define link your party or your counterparty to the term you’ve defined in the document.

Adding Dates:

For dates, the Monax templating software recognizes two specific dates: Agreement Effective Date, and Agreement Expiration Date. In order to define them in our agreements we’ll rely on our “curly brackets” { but this time the text we will surround will either be Agreement Effective Date or Agreement Expiration date, like so: {{Agreement Effective Date}} {{Agreement Expiration Date}} . Please watch the video below to see how we can format these int he document:

Once formatted, the Monax software will populate either of these dates when they are defined within the agreement. Below is a quick video about how we can use the formatted document during template or agreement and how the dates will be populated when defined.

Steps to adding Effective Date:

  1. Find where you’d like to include your effective date in your document.
  2. Add {{Agreement Effective Date}}
  3. Save Document
  4. Upload document during Agreement Create Flow
  5. On the dates panel, define the Effective Date as effective on signing or a fixed date.
  6. If you set the Effective Date, when you review the agreement for your effective date. If you choose on Signing wait for your agreement to be signed for it to be defined.

Steps to adding Expiration Date:

  1. Find where you’d like to include your effective date in your document.
  2. Add {{Agreement Expiration Date}}
  3. Save Document
  4. Upload document during Agreement Create Flow
  5. On the dates panel, define the Expiration Date as relative or a fixed date. Your expiration date will now populate immediately if it’s a fixed date or post signing if it is relative.

Adding Signers and Signatures

To add signers to a document we first must add a Party. By defining a party within our document, it will allow us to leverage it so that who every signs the agreement on behalf of the party we can pull their information and populate it in the agreement. For example, in our demo videos we define the Company and the Contractor. We can now leverage Monax’s template language to pull the Company’s signer’s name, date of singature and e-signature from their profile and into the document. To target these fields we can use “dot notation”. For example, to pull all of the Company’s signer’s information we could do the following

Name of Signer = Company.name

Date of Signing = Company.date

Signature = Company.signature

Steps to Adding a Signature:

  1. Define a party in your agreement using the steps highlighted in the Parties Section.
  2. Scroll to the bottom of your agreement where you plan to have signatures.
  3. Use the dot notation to add the Party’s signer’s name, date of signature or signature in this section.
  4. Save the document.
  5. Upload to Monax
  6. During Agreement or Template creation assign the party you’ve defined to your organization or a counter party to the agreement.
  7. Create and sign the agreement to view how your name, date and signature populate in the agreement.

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