Enterprise Customers: Separate fees are required for access to Malbek Klix. Contact your Malbek representative for details.
Quickly locate signed or pending clickwrap agreements using the convenience of the Klix Search. This allows you to search for signer names or keywords within the agreement document itself. Applying filters based on Template, Company, signed date, or more helps you to narrow down the results. With Klix Enterprise, you can also search by Legal Collections and create a personalized, on-demand report by saving sets of filters that you use most often. This article covers:
Using the Klix Search
Searching for agreements is always at your fingertips by using the search bar in the top menu. Optionally enter a keyword (and click enter) or click on the magnifying glass.
For a global search (without a keyword), all pending and active signers will be listed, along with basic details about the agreement that they have signed or been requested to sign, including the date, Template version, Legal Collection, and more. Click on either the signer or the open-in-new-tab icon to navigate to the Malbek Klix: Signers Dashboard.
This will directly take you to that signer record, where you can download the signed agreement.
Filtering Search Results
Use the menu pane on the left to filter your search results.
For instance, you could filter by template, source, and status. If you have a set of filters that you are likely to use again in the future, click the Favorite search button in the top right of the page, give the search set a name, and click Save.
Now, whenever you want to reapply all of these filters together, click into the Search View dropdown menu, and select your favorited search under My Views.
Document Search and Preview
If you entered a keyword, this will search both documents and signer details. Across all your clickwrap agreements, this allows you to easily find which contain references, for example, to a specific term, compliance requirement, or event. Click on either the signer or the open-in-new-tab icon to navigate to the Malbek Klix: Signers Dashboard.
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