Toggles
Certain features in symplr Contract are toggled, meaning that they can be switched on or off to better meet each customer’s needs. To have a feature switched on or off, ask your organization’s symplr Contract Admin to contact a symplr Contract customer support representative.
Toggles operate at the tenant level. They cannot be applied to specific organizations (within a multi-organization tenant), nor can they be applied to only some users, contract types, locations, etc.
Toggle | Default | Related to Other Toggles | Functionality | On | Off |
|---|---|---|---|---|---|
General | |||||
Partial Location Matching | ON (for customers going live after 10/01/2021 | No | In areas of the application that check location permissions, a single location node on the comparison location that corresponds to any selected leaf node on the reference location will be sufficient for a match. | Location permissions checks are based on partial location matching. | Location permissions checks are based on the permission node system, i.e. the common shared node furthest from the trunk that encompasses all selected leaf nodes. |
ON | No | symplr Contract sends automated email notifications to users based on system activity. | Automated emails are sent to users. | Automated emails are not sent to users. | |
Document Indexing | OFF | Global Search | OCR is applied to documents and attachments to facilitate full text search. As a best practice, we recommend that Document Indexing be toggled on. This can be done during the implementation process, once all or most of the organization’s documents have been uploaded into symplr Contract. | In addition to fields, users can search the text of documents and attachments. | Users cannot search document or attachment text. |
ON | Document Indexing | Users can search fields and document and attachment text throughout the organization. Global search cannot include document and attachment text until Document Indexing has been completed. | Searches include workflows, contracts, vendor and provider profiles, and document and attachment text. | Users cannot search workflows, vendor and provider profiles, or document and attachment text. | |
OFF | No | When recording a comment, a user can check the Make Private box to make the comment private. They’ll be able to select the individual users who can see and respond to it. | The Make Private checkbox is hidden, preventing users from making private comments. | The Make Private checkbox is visible, allowing users to make private comments. | |
Anyone as Responsible Party | OFF | No | Within both the workflow and the contract summary page, any user in the organization, except an External Party user, can be assigned as a Primary, Secondary, or Tertiary Responsible Party via system-driven permission overrides. | When a user selects a Responsible Party, within that dropdown, they’ll see every user (excluding External Parties) within the organization, not just those who would have permission to the contract. | When a user selects a Responsible Party, only users who would have permission to the contract will appear within that dropdown. |
Workflows | |||||
Abstraction | ON | No | An abstraction workflow is automatically initiated when a non-abstraction workflow is activated, prompting a symplr abstraction specialist to review key terms for accuracy. | Abstraction workflows are initiated once non-abstraction workflows are activated. | Abstraction workflows are not initiated once non-abstraction workflows are activated. |
Automated Access Request | ON | Contract Requests | Non-system users can request access to symplr Contract to request a contract | Non-system users can request access so they can initiate a contract request. | Non-system users cannot request access so they can initiate a contract request. |
ON | No | The ability for Reviewers and Approvers to decline review or approval | Reviewers and Approvers can decline review/approval. | Reviewers and Approvers cannot decline review/approval. | |
OFF | No (DocuSign setup required) | Before starting the Signature Phase of a workflow, the Admin or Phase Manager will select Ink or Digital as the signature type. Digital will route the documents through DocuSign. | The Ink/Digital toggle is available in the Signature Phase. | The Ink/Digital toggle is hidden in the Signature Phase. | |
Form Instructions on Page | OFF | No | Form instructions can be displayed on forms as static text. | Form instructions appear as static text. | Form instructions appear as hover text. |
Priority/Critical Designation | ON | No |
| The Critical Priority designation is available. | The Critical Priority designation is unavailable. |
Contract Library | |||||
Show Compliance Tab | ON | No | The Compliance tab appears on the contract summary page. | The Compliance tab is visible. | The Compliance tab is hidden. |
Show Contract Assets | ON | No | Asset records can be managed under the Assets tab on the contract summary page. | The Assets tab is visible, allowing users with appropriate permissions to see, add, edit, and remove assets. | The Assets tab is hidden, preventing users from seeing or managing Asset records. |
Other | |||||
OFF | No | Time-Tracking Module (Paid Feature) | The tenant has Time Tracking (TERMS 2.0). | The tenant does not have Time Tracking (TERMS 2.0). | |
Pulse Check | OFF | No | Vendor Surveying Module (Paid Feature) | The tenant has Pulse Check. | The tenant does not have Pulse Check. |
Gift Alert | OFF | No | Non-monetary Compensation Tracking Module (Paid Feature) | The tenant has Gift Alert. | The tenant does not have Gift Alert. |
Newport Integration | OFF | No | Newport Credentialing (Paid Feature) | The tenant has Newport Credentialing. | The tenant does not have Newport Credentialing. |