Setting Up Your Company Information
Adding information about your company helps the system recognize which party in a contract is you, and which is the other side.
How it works
When a contract is uploaded, it is scanned for party names and is compared against company names previously added in the system. If there’s a match, that party is recognized as your company. Anyone else is treated as a counterparty.
How parties are classified
Key terms:
Your company: the primary company name in your settings
Your company (alternate name): any additional names added for your company
Group company: a subsidiary or affiliated company you’ve added
Unrecognized party: a company name not found in your settings
The table below shows how the system categorizes parties depending on which company names appear in a contract:
Parties found in contract | Your company | Counterparty |
Your company + Unrecognized party | Your company | Unrecognized party |
Your company + Your company (alternate name) | Your company, Your company (alternate name) | ____ |
Your company + Group company | Your company | Group company |
Group company + Unrecognized party | Group company | Unrecognized party |
Group company ① + Group company ② | Group company ①, Group company ② | ____ |
Your company + Group company ① + Group company ② | Your company, Group company ①, Group company ② | ____ |
Your company + Group company + Unrecognized party | Your company | Unrecognized party |
💡Info:
Your company information is automatically created when your account is set up. Please review it before you start using the system.
A note on group companies: Group companies are generally treated as your company. However, there are two exceptions:
In a two-party contract (your company + group company), the group company is treated as a counterparty.
In a three-or-more-party contract (your company + group company + unrecognized party), only your company is recognized as your company. The group company is treated as unrecognized.
Requirements
Licenses / Options: Common features
Admin rights: IT or module admins
Automatically Update Your Company Information
You can use AI to pull publicly available information from the internet and automatically update selected fields for your company and any group companies.
1. Go to Admin settings → Company Information.
2. Click Choose Fields to Update Automatically.
3. Select the fields you want AI to keep updated then click Save.
4. Click Update with AI.
Optional:
5. Enter a company website, address, and/or representative name to help the AI, and then click Update.
6. Review the updated information to make sure everything looks correct.
⚠️Things to know:
Updates won’t change information in contracts that have already been saved.
You need to select at least one field before you can use Update with AI. If no fields are selected, the button will show a message when you hover over it, prompting you to click “Choose Fields to Update Automatically” and select a field.
Add a Group Company
When you type in a company name, AI will automatically start pulling in company details from external sources.
1. Go to Company Information.
2. Click + Add Company.
3. Enter the company name, then click Add.
4. Confirm the group company has been added.
💡Info:
You can add up to 300 group companies. The AI will keep only the selected fields up to date.
Update a Group Company’s Information
1. Go to Company Information.
2. Select the group company you want to update.
3. Edit the fields directly on the screen (note: changes are saved automatically).
Delete a Group Company
1. Go to Company Information.
2. Click the “Delete” icon next to the company name.
3. Click Delete to confirm.
4. Confirm that the group company has been deleted.
Bulk Add or Update Company Information Via CSV
1. Go to Company Information.
2. Click Import Company Information (CSV).
3. Click Export to download the current data as a template.
4. Edit the CSV file using the field guide below, then save it.
CSV field reference:
Column | Field | Notes | Example | Required |
A | ID | Leave blank for new entries. Keep existing ID when updating.
|
| ー
|
B | company_name
|
| ABC Inc. | Required |
C-L | other_names_1〜10
| Former names or other known names, one per column | ABC Corp. | Optional |
M-Q | representative_names_1〜5 | One per column | John Legal | Optional |
R | business_description |
| IT solutions, development and sales | Optional |
S | address |
| Tokyo, Japan | Optional |
💡Tips:
Enter one company per row. You can't set relationships between group companies in the CSV. If you want to add related companies, add each one as a separate row.
5. Click + Select file, and choose your edited file.
6. Click Bulk import.
7. Confirm the company information has been added correctly.
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