Webinar

Modernizing Redlining: Document Review & Negotiation on the Checkbox Platform

Watch this session on modernizing contract workflows with Checkbox, featuring document automation, in app redlining, approvals, e signature, repositories, and analytics in one no code platform.

00:01 Intro, host (Aditi) + agenda
00:47 Poll: CLM familiarity in audience
01:57 Results; framing for beginners & mixed CLM users
02:32 Who’s here (customers + prospects); Q&A admin
03:40 What is Checkbox: no-code studio overview
04:11 Four capabilities: intake, approvals, doc gen, reporting
05:12 Document automation, Part 1: generation (forms → clauses)
06:20 Part 2: approvals (email → in-platform)
07:00 Part 3: execution (wet/e-signature)
08:08 The messy part: negotiation & redlines chaos
08:43 Pain points: versions, visibility, audit trail
10:23 Why modernization is needed (Word/email status quo)
10:58 Demo setup: Document Execution app & flow
11:36 Intake form: ABR lookup, metadata, upload draft
13:24 Old way vs new: launch Redlining module
13:59 In-app editor: track changes, comments, guidance panel
15:17 Save V2 with notes; see required approvals
16:32 Legal view: review panel, accept changes, resolve comments
18:05 Q&A: external parties can redline via secure link
19:05 Q&A: unlimited versions; “markup offline” upload
20:17 Save V3; choose next action
20:51 Approver email: inline approve/reject; proceed to execution
21:54 Send for DocuSign (or wet signature)
22:40 Wrap that flow; can also generate then redline in Checkbox
23:17 Repository & analytics: search, history, dashboards
24:20 Q&A: lock clauses / content controls
24:49 Q&A: file-name variables; naming conventions
25:25 Q&A: simultaneous editors (linear flow today); DocuSign tags in template
26:08 Q&A: internal vs external versions & visibility
26:36 Route by data: workflow logic on document/answers
27:47 Backend tour: drag-and-drop paths; due-execution logic
28:49 Switch View Document → Review Document (redline block)
29:19 Config options: offline markup, history, internal versions
29:53 Integrations: DMS/NetDocs, REST, native (DocuSign, Adobe, etc.)
30:30 Q&A: counterparties can negotiate in-app
31:07 Q&A: maintenance cadence (only when process changes)
31:41 Q&A: services & training; partners
32:17 Q&A: skip approval → send straight to e-sign (optional notify)
33:37 Checkbox vs DMS/CLM: process-first with CLM-like features
35:22 Q&A: shareable app design & templates
36:00 Q&A: Redlining is an add-on module
36:36 Q&A: PDFs (ingest DOCX today; PDF export; PDF edit on roadmap)
37:45 Q&A: departures table / clause bank & risk weighting
39:24 Q&A: inject form variables into docs ({{variable}})

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