Other Exari Features
Clause Library
Share & re-use standard clauses
Create a library of standard clauses, share those clauses across multiple templates, or let users import clauses one-by-one
Share & re-use smart clauses
Add logic to specific clauses, share those clauses across multiple templates, or let users generate tailored clauses on the fly
Create clause picklists
Create picklists of boilerplate and other clauses, so that users can quickly import multiple clauses into new or existing documents
Custom Look & Feel
Change repository look & feel using CSS, logos, etc
Change CSS styles, logos, HTML headers and footers to give the repository your preferred look and feel
Change interview look & feel using CSS, logos, etc
Change CSS styles, logos, HTML headers & footers to give the interview / questionnaire pages your preferred look and feel
Document output generated with your styles, logos, etc
Stylesheets ensure consistent styles and logos across all output documents, based on your firm's standard look and feel
Security
Secure login via username + password
Users can be required to authenticate to the server with folder / document access determined by username or role
Single Sign-on
Server can be configured for single sign-on by integrating with your existing user directories
Valuable know-how stored on the server
Your valuable documents, know-how and logic are stored and processed on the server, reducing the risk of misappropriation
Support for HTTPS
Communication between the browser and server can be encrypted using HTTPS for added security and privacy
XML Support
Native XML templates
Templates are stored natively as structured XML, which is ideally suited to automation, web delivery, content sharing and re-use
Native XML answer files
Answer files are generated and managed in an open, native XML format
Native XML output documents
Option to generate output as native XML, for example, an XML contract with dates, etc, marked up for downstream processing
Arbitrary / customer defined document types
You can use any XML document type, whether standards-based or designed specifically for the needs of your enterprise
XSL / XSLT for document generation and styling
XSL and XSLT is used internally during document processing, assembly and rendering.
Other
Record and analyse document usage patterns
Automatically write a record of answers given by each user to a single CSV file, so that patterns of user behaviour can be analysed and compared using Excel and other tools.
Schedule reminders based on contract dates
For contracts that contain important dates, an optional scheduling function can automatically create a reminder for each date using the iCal standard.
