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Knowledge base
GETTING STARTED WITH INTELLIGENTCONTRACT
Common Questions
63
How do I create a new user?
I keep getting timed out
How do I Delete or Deactivate a User?
Whats my Account status and active User levels?
How Do I set up Departments So that Contracts Can be Allocated to Them
View all 63
White Papers & Product Data Sheets
12
Business Case for Investment
Data Security
Intelligentcontract Roadmap 2024-2026
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
17
Adding files to records
Creating Document Templates
Creating Documents Online
Editing Documents Online
Creating a Document from a Contract Template
View all 17
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
16
Alert / Task Information Indicators
Overview of Alerts
Working with the Alert Form
Creating a New Alert
Contract Document/Contract Amendment/Party Document Alerts
View all 16
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 Xodo [Formerly 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
15
Approvals Quick Start
Approval Activity screen
Approval Configuration
Creating a Contract Approval
Creating a Contract Document Approval
View all 15
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
14
Overview of Security Groups
Creating a new Security Group
Record Header and Sub Tab behavior using Security Groups
Users and Security Groups
Custom Security Group Type Field
View all 14
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
17
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 17
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
5
Onelogin
Authentication using a Generic SAML
Electronic Signatures
Office 365/MS Azure and Google Single Sign-on (SSO)
PolicyStat
Technical Support
3
Allow a Technical Support Agent to Access your Account
intelligentcontract Helpdesk
Cookie Settings for Chrome
Automations
14
Overview of Automation
Creating Rules
On Creation Trigger
On Edit Trigger
All Tasks Completed Trigger
View all 14
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
12
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 12
Community forums
Showing recent updates
Start a new topic
Intelligentcontract Forums
What's New
82
Recurring Tasks Update
Posted by
Paul John Darlow
,
about 19 hours ago
Last Reply
by Paul John Darlow
about 19 hours ago
Release Notes August 2024
Posted by
Judy Weeks
,
about 2 months ago
Last Reply
by Judy Weeks
about 2 months ago
Approval Activity screen
Posted by
Judy Weeks
,
4 months ago
Last Reply
by Judy Weeks
4 months ago
See all 82 topics
Feature Requests
38
Automate Scheduling Reports to Email
Posted by
Anthony Rosado
,
4 months ago
Last Reply
by Paul John Darlow
3 months ago
Granular Admin roles/permissions assignment
Posted by
Gregory Harrison
,
8 months ago
Last Reply
by Paul John Darlow
7 months ago
Copy a Contract or Report
Posted by
Cheryl Leckey
,
about 1 year ago
Last Reply
by Paul John Darlow
about 1 year ago
See all 38 topics
Tips and Tricks
0
Release Notes
44
Release Notes October 2024
Posted by
Judy Weeks
,
2 days ago
Last Reply
by Judy Weeks
2 days ago
Release Notes August 2024
Posted by
Judy Weeks
,
2 days ago
Last Reply
by Judy Weeks
2 days ago
Release Notes July 2024
Posted by
Judy Weeks
,
2 months ago
Last Reply
by Judy Weeks
2 months ago
See all 44 topics