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Knowledge base
GETTING STARTED WITH INTELLIGENTCONTRACT
Common Questions
65
How do I create a new user?
I keep getting timed out
How do I Delete or Deactivate a User?
Whats my current level of storage and active Users?
How Do I set up Departments So that Contracts Can be Allocated to Them
View all 65
White Papers & Product Data Sheets
12
Business Case for Investment
Data Security
Intelligentcontract Roadmap 2021-2023
Availability and Service Level Agreements
Intelligentcontract Feature Walkthrough
View all 12
Desktop Guides
3
Desktop Guide for Administrators
Desktop Guide for Users
Completing A Basic Configuration
Account Billing
0
Implementation
1
Implementation
USER GUIDE
Contracts, Related & Master Contracts
12
Overview of Contracts
Working with the Contract Form
Relating Customer and Supplier Contracts
Contract Category / Account Code
Contract Value
View all 12
Documents, Notes & The Library
14
Adding Documents to Contracts
Editing Contract Documents
Adding Notes to Contracts
Local Links
Creating a Document from a Contract Template
View all 14
People, Parties and Party Groups
12
Overview of People
Working with the People Form
Creating a New Person
Adding People to Contracts
Overview of Parties
View all 12
Alerts, Tasks & Risks
11
Overview of Alerts
Working with the Alert Form
Creating a New Alert
Alerts and Relative Dates.
Alerts with Attachments
View all 11
Views, Filtering and Sorting
6
Creating a New View
Editing Views
Filtering Results
Freezing Your Filter Values
Sorting
View all 6
Printing & Exporting to Excel
2
Printing
Exporting to Excel
Electronic Signatures
3
Using Adobe Sign for Electronic Signatures
Using DocuSign for Electronic Signatures
Using Eversign for Electronic Signatures
Recent Places, Bulk Update & Searching
3
Recent Places
Bulk Update
Searching
Financials & Transactions
7
Overview of Contract Financials
Working with the Financials Form
Creating a New Financial
Overview of Transactions
Working with the Transactions Form
View all 7
Approvals
13
Approvals Quick Start
Activating Approvals
Approval Configuration
Creating Approval Groups
Approval Rules
View all 13
Frameworks and Framework Lots
4
Overview of Frameworks and Lots
Working with the Framework Form
Working with the Framework Lot Form
Creating a Framework and Framework Lot
KPIs
8
Overview of KPIs
Working with the KPI Form
Creating a New KPI
KPI Measurements
KPI Types
View all 8
Amendments to Contracts
1
Working with Amendments
Deleting, Archiving & Recycle
4
Deleting Records
Using the Archive Vault
Using the Recycle Bin
Can't restore a contract - assocaited user has been deleted
Assets
2
Working with the Assets Form
Creating a New Asset
Audit
1
Overview of Audit
Passwords
3
Forgotten Password - User
Change Password - User
Changing a User password - Admin
Reporting & Dashboards
16
Overview of Reporting [2019]
Creating & Editing Reports [2019]
Working with Filters [2019]
Totals & Grouping [2019]
Running Reports [2019]
View all 16
My Settings
2
My Settings
Linked accounts for logging into Intelligentcontract
Lists
5
Lists
Alert Lists
Task Lists
Contract Person List
Contract Document List
ACCOUNT ADMIN GUIDE
Billing
18
Overview of Billing
Creating a Free Trial
Switching Plans whilst in a Trial
Creating a Paid Subscription
Creating a Free Subscription
View all 18
Security
12
Overview of Security Groups
Creating a new Security Group
Record and Sub Tabs behavior using Security Groups
Users and Security Groups
Automation and Security Groups
View all 12
Managing Users & Sessions
5
Managing User Sessions
Creating New Users
Sending Alert Notifications to non-users
Notification History
Delete or Ending a User
Importing & Exporting
16
Import Process (2023)
Manual population of Data in the grid (2023)
Mass Population of Data in the grid (2023)
Using the Grid and its Tools (2023)
Filtering the grid (2023)
View all 16
Customisation
5
Feature Visibility
Custom Menu Options / Entity Names
Changing Form Layouts
Creating a Custom Field
Adding a Logo
Account Configuration
13
Account Configuration
Creating Organisation Departments
Contract Types
Account User Passwords and Security
Classifications
View all 13
Clause Library
3
Overview of the Clause Library
Clauses
Contract Templates
Account Information
4
Company Details
Key User
Data Protection
Sandbox Environments
Plugins
4
Onelogin
Authentication using a Generic SAML
Electronic Signatures
Office 365/MS Azure and Google Single Sign-on (SSO)
Technical Support
3
Allow a Technical Support Agent to Access your Account
intelligentcontract Helpdesk
Cookie Settings for Chrome
Automations
10
Overview of Automation
Creating Rules
On Creation Trigger
On Edit Trigger
Adding Lists
View all 10
TRAINING
Admin Training
12
Account Navigation
Account Configuration
Creating, Editing and Disabling Users
Creating and Managing Custom Fields
Creating and Editing Value Sets
View all 12
Full User Training
9
Account Navigation
Finding Contracts
Creating a New Contract
Adding a Person and a Party to a Contract
Adding an Alert to a Contract
View all 9
Read only User Training
3
Account Navigation
Finding Contracts
Changing your User Password
WEBINARS
Wednesday Webinar Series
10
Webinar Wednesday | 27th January 2021
Webinar Wednesday | 28th April 2021
Webinar Wednesday | 28th July 2021
Webinar Wednesday | 27th October 2021
Webinar Wednesday | 26th January 2022
View all 10
Community forums
Showing recent updates
Start a new topic
Intelligentcontract Forums
What's New
74
Introducing the Import Workbench
Posted by
Paul John Darlow
,
28 days ago
Last Reply
by Paul John Darlow
28 days ago
Introducing in-app Notifications
Posted by
Paul John Darlow
,
8 months ago
Last Reply
by Paul John Darlow
8 months ago
Clause Library feature now available
Posted by
Judy Weeks
,
9 months ago
Last Reply
by Judy Weeks
9 months ago
See all 74 topics
Feature Requests
35
Implement mass Update
Posted by
Judy Weeks
,
over 4 years ago
Last Reply
by Lhughes
12 months ago
Enhancements to Automation
Posted by
Judy Weeks
,
almost 2 years ago
Last Reply
by Judy Weeks
almost 2 years ago
Enhancement to Recurring Alerts
Posted by
Judy Weeks
,
over 4 years ago
Last Reply
by Judy Weeks
over 4 years ago
See all 35 topics
Tips and Tricks
0
Release Notes
30
Release Notes May 2023
Posted by
Judy Weeks
,
20 days ago
Last Reply
by Judy Weeks
20 days ago
Release Notes April 2023
Posted by
Judy Weeks
,
23 days ago
Last Reply
by Judy Weeks
23 days ago
Release Notes January 2023
Posted by
Judy Weeks
,
5 months ago
Last Reply
by Paul John Darlow
4 months ago
See all 30 topics