Onboarding Services Overview

LinkSquares Overview

If Client purchases the onboarding professional services silver package, the terms and conditions for the onboarding professional services set forth in this document (the “Onboarding Services Terms”) are incorporated in, made part of, and subject to the applicable Order Form and the terms and conditions agreed to by and between Client and LinkSquares as set forth on such Order Form (collectively, the “Agreement”). To the extent there is any conflict between the provisions in these Onboarding Services Terms and those set forth in the Agreement, the provisions of the Onboarding Services Terms shall control. All capitalized terms not defined in these Onboarding Services Terms shall be subject to the definitions in the Agreement.

LinkSquares Onboarding Services Overview

LinkSquares will assist Client with Client’s implementation of the LinkSquares products purchased by Client on the applicable Order Form as described in these Onboarding Services Terms provided that Client has purchased the onboarding professional services silver package for such products on the applicable Order Form. Any costs associated with the onboarding professional services silver package are as provided on the applicable Order Form between Client and LinkSquares where such onboarding professional services are purchased.

Onboarding Resources

LinkSquares agrees to assign an Implementation Consultant (“IC”) to Client’s account to provide the professional onboarding services as described in these Onboarding Services Terms. LinkSquares may provide additional resources in LinkSquares’ sole discretion.

Implementation Consultant (IC): Client’s IC is responsible for assisting Client with the implementation and technical setup of Client’s LinkSquares’ product(s) (as applicable) as described in these Onboarding Services Terms.

Onboarding Services Scope

LinkSquares agrees to use commercially reasonable efforts to provide the following professional onboarding services to Client during the Services Period (as defined below) if purchased by Client on the applicable Order Form and provided Client requests such services within 60 days of the Effective Date on the applicable Order Form (the “Onboarding Services”):

LinkSquares Analyze:

Document Ingestion: Bulk upload of the documents Client provides to LinkSquares into the LinkSquares Analyze platform. This is contingent on Client providing the documents via a file transfer link LinkSquares provides to Client, or by providing LinkSquares with temporary access to other third-party cloud-based storage applications that LinkSquares supports ingestion from to conduct a one-time bulk upload of documents. For a list of support third-party cloud-based storage applications, Client should reach out to Client’s IC. LinkSquares will ingest all documents that LinkSquares is given access to and LinkSquares does not support custom document selection or filtering rules.

Document Analysis and Updates: LinkSquares agrees to provide Client with a list of documents that identifies, by each document, the document name, file type (i.e. .pdf, .docx, .xlsx, .jpg, .png, etc.), duplicate indicator based on file hash, and number of signature blocks and signatures detected (collectively, the “File Analysis”). Client must review and identify which documents from the File Analysis should be uploaded to, and/or remain in, Client’s instance of Analyze. LinkSquares may, in LinkSquares’ sole discretion, perform additional analysis on the documents uploaded to Client’s instance of Analyze or make updates to Client’s Analyze instance.

If Client provides LinkSquares with access to documents in a folder structure and requests that LinkSquares apply Tags and/or Types based on Client’s requirements driven from such folder structure, LinkSquares will, as a one-time service, apply bulk Tags and/or Types based on the folder structure and Client’s requirements. For the avoidance of doubt, LinkSquares will apply the Tags and/or Types to all documents within a folder based on Client’s requirements for such applicable folder, and the Tags and/or Types applied will be the same for each document in the folder. Following the initial, one-time bulk application of Tags and/or Types as part of these Onboarding Services, Client will be responsible for managing and maintaining the Tags and/or Types in Client’s Analyze instance and any additional assistance updating the Tags and/or Types in Client’s Analyze instance may be subject to additional fees.

Access and Permissions: LinkSquares will, upon Client’s request and in accordance with Client requirements, set up Tags and associated role-based access to documents in Analyze based on the Tags provided. If requested by LinkSquares, Client will provide LinkSquares with a spreadsheet that identifies the Tags applicable to each role.

Enablement and Readiness: LinkSquares will share LinkSquares’ best practices for how to manage the on-going ingestion of documents to Client’s Analyze instance. During the configuration calls held as part of the Onboarding Services, LinkSquares will use commercially reasonable efforts to provide Client’s power users with Analyze product training, which may include information on how to manage the ongoing ingestion of documents.

LinkSquares Finalize

Template Set-Up: LinkSquares will assist Client with evaluating how to configure up to five (5) Client agreements in Finalize and LinkSquares will provide configuration recommendations based on this evaluation. LinkSquares agrees to use commercially reasonable efforts to assist Client with the setup and testing of up to 5 Finalize templates and workflows provided that there is no dynamic language or dynamic approvals/tasks. This is contingent upon Client providing LinkSquares with reasonably sufficient information on Client’s processes, workflows, and requirements, and any supporting documentation needed for the set-up (such as Client’s Finalize template documents).

Enablement and Readiness: LinkSquares will share LinkSquares’ best practices for how to manage Client’s Finalize instance. During the configuration calls held as part of the Onboarding Services, LinkSquares will use commercially reasonable efforts to provide Client’s power users with Finalize product training, which may include a review of template creation, how to approve an agreement, and how to route agreements for signature.

LinkSquares Sign

Enablement and Readiness: LinkSquares will share LinkSquares’ best practices related to the set-up and management of Client’s LinkSquares Sign instance. During the configuration calls held as part of the Onboarding Services, LinkSquares will use commercially reasonable efforts to provide Client’s power users with LinkSquares Sign product training, such as how to route envelopes for signature.

LinkSquares Prioritize

Template Set-Up: LinkSquares agrees to assist Client with the set-up and testing of up to two (2) Prioritize templates. This is contingent upon Client providing LinkSquares with reasonably sufficient information on Client’s processes, workflows, and requirements, and any supporting documentation needed for the set-up.

Enablement and Readiness: LinkSquares will share LinkSquares’ best practices related to the management of Client’s Prioritize instance. During the configuration calls held as part of the Onboarding Services, LinkSquares will use commercially reasonable efforts to provide Client’s power users with Prioritize product training, such as how to create a Prioritize template.

LinkSquares Salesforce Integration

LinkSquares will use commercially reasonable efforts, upon Client’s request and pending time and availability, to assist Client with Client’s implementation of the LinkSquares Salesforce Integration by (i) participating in a one-hour requirements gathering workshop with Client, (ii) participating in a one-hour call with Client’s internal Salesforce administrator to assist Client with Client’s install of the LinkSquares Salesforce Integration into Client’s sandbox or production instance of Salesforce, and (iii) participating in a one-hour configuration call with Client to assist with Client’s implementation of the Salesforce Integration, such as data field mapping or Finalize template configuration.

LinkSquares Open-API Integration

LinkSquares will, upon Client’s request, provide Client with (i) documentation on the LinkSquares’ Open-API, and (ii) information, as reasonably requested by Client, on which API endpoints to leverage in the implementation of the integration.

Training and Enablement

LinkSquares will, on Client’s request and pending time and availability during the Services Period, (i) hold one planning call with Client to discuss training Client’s LinkSquares users, and (ii) provide up to three (3) one-hour virtual trainings to Client’s LinkSquares users.

Assumptions & Dependencies

All Onboarding Services will be performed remotely and will be delivered in English during LinkSquares’ Standard Support Hours, unless Client and LinkSquares agree otherwise in a separately signed writing. Any on-site services may be subject to on-site travel reimbursement expenses, in which case Client will reimburse LinkSquares for LinkSquares’ reasonable pre-approved costs and expenses incurred in connection with providing the Onboarding Services on-site and any invoices or other requests for reimbursement will be due and payable within thirty (30) days of the date of invoice.
Client agrees to provide LinkSquares with the necessary resources, documentation, and/or information reasonably requested in a timely manner. Client requirements must be in accordance with the System capabilities, and LinkSquares is not responsible for services performed in accordance with Client’s requirements. Client understands and agrees that any failure to make the necessary resources, documentation, and/or information available to LinkSquares in a timely manner may result in a delay of the Onboarding Services. If the delivery of the Onboarding Services is delayed due to Client’s failure to make the necessary resources, documentation, or information available to LinkSquares in a timely manner, or Client’s failure to perform Client’s obligations, LinkSquares may re-assign resources.
LinkSquares will provide the Onboarding Services described in these Onboarding Services Terms for one-hundred and eighty (180) days from the Effective Date of the applicable Order Form (the “Services Period”). LinkSquares may, in LinkSquares’ sole discretion, agree to extend the Services Period and/or provide additional professional onboarding services, which may be subject to additional fees.
LinkSquares will not perform services that constitute LinkSquares providing legal advice. Client acknowledges and agrees that the Onboarding Services provided are based on Client requirements and do not constitute legal advice or counsel.
As used in these Onboarding Services Terms, “Third Party Products” means products provided by third parties that interoperate with the LinkSquares System, or are used in connection with the Onboarding Services provided under this applicable Order Form. Client will provide LinkSquares with access to Third Party Products and all Third Party Products API keys as necessary for the provision of the Onboarding Services. If Client provides LinkSquares with access to any Third Party Products, Client is responsible for ensuring LinkSquares has all rights and privileges necessary to access any Third Party Products and LinkSquares agrees that LinkSquares will only access such Third Party Products for the purposes of providing the Onboarding Services. Client is solely responsible for Third Party Products, including all activities that occur on such Third Party Products. LinkSquares is not responsible for Third Party Products, or any issues arising from or related to the Third Party Products, including without limitation any Third Party Products system outage. Client will promptly notify LinkSquares once Client is aware of any updates and/or upgrades to Third Party Products if such updates and/or upgrades will impact LinkSquares’ provision of the Onboarding Services.

Out-of-scope & Additional Services

Services beyond the scope of the Onboarding Services described in these Onboarding Services Term will require a separate Order Form agreed to and executed by Client and LinkSquares and may be subject to additional fees.