Manage Data Connections

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

You can view the document's existing data connections through a simple and intuitive side-bar to help you define the impact of document changes, identify gaps between compliance documents and improve cross-document collaboration.

On top of the document content there would be a banner showing all of the document's data connections as well as the ability to create a data connection.

Clicking on any connection in the banner brings up the Connections tab in the right sidebar, which consists of 2 sub-tabs:

• All Connections
• Selected Paragraph

All Connections

All of the connections from this document are listed here and are grouped by the secondary document they are connected to.

They can be filtered in 3 ways:

• Type of Connection:
  • Ongoing - Active connection.
  • Changed - The secondary paragraph/document has been changed.
  • Suggested - Our AI detects paragraphs/documents that are candidates for ongoing connections.
• Document Type:
  • Control
  • Obligation
  • Policy
  • Procedure
  • Regulation
  • Other
• Tag

Selected Paragraph

For any paragraph that you have clicked on the primary document, this sub-tab will show all of its connections.

The connections can be filtered in the same fashion as in the All Connections sub-tab.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor', 'Reviewer'.
• Platform Configuration: The Tags feature has to enabled

Steps

Delete Connection:

1. Click the Data Connections tab on the right sidebar.
2. Find the connected document.
3. If it's a document-level connection:
   1. Click on the ... button that appears when you hover your mouse over the document name.
   2. Click on Delete connection.
4. If it's a paragraph-level connection:
   
   1. Expand the document containing the paragraph connection.
   2. Click on the ... button that appears when you hover your mouse over the connected paragraph.
   3. Click on Delete connection.

Keep or Remove Changed Connection:

1. Click the Data Connections tab on the right sidebar.
2. Adjust the connection type filter to show changed connections.
3. Click on the connection to review changed content.
4. Review the changes and decide if amendments should be made to the primary paragraph/document and if the connection is still valid.
   1. To keep the changed connection:
      1. Tick the connection.
      2. Click Keep.
   2. To remove the changed connection:
      1. Tick the connection.
      2. Click Remove.

Supplementary Information

Export of Data Connections

You can export the data connections that you see in the Connections tab to an XLSX format by clicking on the Export button near the top of the pane.

Bulk keeping/removing

Instead of keeping/removing 1 connection at a time, you can instead tick multiple connections and then keep/remove them.

Notes