Introduction
MassDraft is an advanced matter automation solution designed to streamline legal and business deal management. By creating and configuring deals in MassDraft, users can efficiently manage workflows, automate documentation, and ensure seamless collaboration among stakeholders. This article provides a step-by-step approach to creating and configuring a new deal in MassDraft.
Step 1: Accessing MassDraft
Before creating a new deal, ensure that you have access to MassDraft with the necessary permissions. Log in to your Avvoka account using your credentials and navigate to the MassDraft tab to visit the page.
Step 2: Initiating a New Deal
Navigate to the Dashboard – After logging in, locate the "Deals" section in the main navigation panel.
Click on '+ Create a new deal' – This option will open a new form where you can enter deal-specific details. Choose whether you would like to generate a Mass generation deal For more information on Mass generation deal, visit here. (link here)
Step 3: Entering Deal Details
When creating a new deal, you will be required to provide the following key details:
Deal Metadata – Users can give the deal a unique name and description. Then can enter the deal metadata like date, text, etc.
Deal Access – Users can collaborate on deals by granting access to colleagues or groups. To add users, click “Select users” and choose colleagues within your shared group. To add an entire group, click “Select groups”. After making your selections, press “Save.” You can add more users or remove existing ones at any time.
Step 4: Configuring Deal Settings
1. Choose a data upload method:
Import from an existing deal – Reuse data from previous deals.
Upload a .xlsx file – Import a spreadsheet with deal-specific data.
Start with a blank spreadsheet – Manually enter data.
2. Create templates:
Import from deals – Reuse data from previous deals.
Upload a .docx or .avvoka files – Import a word or .avvoka file.
Start with an empty template – Begin with a new, blank template
3. Manage and modify data using the MassDraft spreadsheet:
Edit data directly within MassDraft.
Use Export and Upload new data file to manage offline updates.
4. Assign attributes to map spreadsheet headers to template variables.
Step 5: Managing your Data
Once your data has been imported, you’ll see it in the MassDraft spreadsheet. You can edit your data in MassDraft directly or take it offline to Excel by using the “Export” and “Upload new data file” buttons.
Step 6: Assign attributes
MassDraft allows you to automatically populate your documents by mapping spreadsheet headers to template attributes. A warning symbol appears if attributes need to be assigned, which can happen after importing a mismatched spreadsheet, creating a new template variable, or deleting a required column. Clicking “Assign attributes” opens a modal where you can create a new column or select an existing one from your spreadsheet, with the option to assign multiple columns to the same attribute.
Step 7: Manage Columns and Forms
Columns:
Modify column types to Text, Number, Email, or other formats as needed. Enable "Looped" columns for multiple entries in a single row, mark required columns to ensure data completion, and apply formatting transformations such as converting numbers to words or adjusting date formats.
Forms:
MassDraft's forms feature lets users collect data via customisable forms that update their spreadsheet automatically. To create a form, click "Forms" and then "+ Add new form" to open the configuration window. You can name the form, choose the email column (make sure it's set to email type), and add a custom message. You can also set conditions for when the form is sent and select the data to include. After creation, manage the form in the Forms table, track sent forms and responses, and use options to send, edit, or delete the form.
Conclusion
Creating and configuring a new deal in MassDraft is a straightforward process that enhances efficiency, collaboration, and compliance. By following these steps, users can manage deals with greater accuracy and ease, ensuring successful outcomes.