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Knowledge base
GETTING STARTED WITH INTELLIGENTCONTRACT
Common Questions
64
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
See all 64 articles
White Papers & Product Data Sheets
10
Business Case for Investment
Data Security
Intelligentcontract Roadmap 2021-2023
Availability and Service Level Agreements
Intelligentcontract Feature Walkthrough
See all 10 articles
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
11
Overview of Contracts
Working with the Contract Form
Relating Customer and Supplier Contracts
Contract Category / Account Code
Contract Value
See all 11 articles
Documents, Notes & The Library
4
Adding Documents to Contracts
Adding Notes to Contracts
Local Links
The Library
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
See all 12 articles
Alerts, Tasks & Risks
11
Overview of Alerts
Working with the Alert Form
Creating a New Alert
Alerts and Relative Dates.
Alerts with Attachments
See all 11 articles
Views, Filtering and Sorting
6
Creating a New View
Editing Views
Filtering Results
Freezing Your Filter Values
Sorting
See all 6 articles
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
3
Overview of Contract Financials
Working with the Financials Form
Creating a New Financial
Approvals
13
Approvals Quick Start
Activating Approvals
Approval Configuration
Creating Approval Groups
Approval Rules
See all 13 articles
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
See all 8 articles
Amendments to Contracts
1
Working with Amendments
Deleting, Archiving & Recycle
3
Deleting Records
Using the Archive Vault
Using the Recycle Bin
Assets
2
Working with the Assets Form
Creating a New Asset
Audit
1
Overview of Audit
Passwords
3
Forgotten Password
Change password
User Passwords and Security
Reporting & Dashboards
13
Overview of Reporting [2019]
Creating & Editing Reports [2019]
Working with Filters [2019]
Totals & Grouping [2019]
Running Reports [2019]
See all 13 articles
My Settings
2
My Settings
Linked accounts for logging into Intelligentcontract
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
See all 18 articles
Security
10
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
See all 10 articles
Managing Users & Sessions
5
Managing User Sessions
Creating New Users
Ending or Deactivating a User
Sending Alert Notifications to non-users
Notification History
Importing & Exporting
12
Importing Data
ID & Original System References
CSV Files
Creating Links using CSV files
Importing Contract Documents
See all 12 articles
Customisation
5
Feature Visibility
Custom Menu Options / Entity Names
Changing Form Layouts
Creating a Custom Field
Adding a Logo
Account Configuration
11
Account Configuration
Creating Organisation Departments
Contract Types
Classifications
Value Sets
See all 11 articles
Account Information
3
Company Details
Key User
Data Protection
Plugins
3
Onelogin
Authentication using a Generic SAML
Electronic Signatures
Technical Support
1
Allow a Technical Support Agent to Access your Account
Automations
10
Overview of Automation
Creating Rules
On Creation Trigger
On Edit Trigger
On Task Complete Trigger
See all 10 articles
TRAINING
Admin Training
12
Account Navigation
Account Configuration
Creating, Editing and Disabling Users
Creating and Managing Custom Fields
Creating and Editing Value Sets
See all 12 articles
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
See all 9 articles
Read only User Training
3
Account Navigation
Finding Contracts
Changing your User Password
WEBINARS
Wednesday Webinar Series
1
Webinar Wednesday | 27th January 2021
Community forums
Showing recent updates
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Intelligentcontract Forums
What's New
59
Introducing the "Filter Fields" Feature
Posted by
Paul John Darlow
,
14 days ago
Last Reply
by Paul John Darlow
14 days ago
Update to Security Group and Sub tab Security Group functionality
Posted by
Judy Weeks
,
14 days ago
Last Reply
by Judy Weeks
14 days ago
New User options to Log into your intelligentcontract account
Posted by
Judy Weeks
,
about 1 month ago
Last Reply
by Judy Weeks
about 1 month ago
See all 59 topics
Feature Requests
34
Enhancement to Recurring Alerts
Posted by
Judy Weeks
,
over 2 years ago
Last Reply
by Judy Weeks
over 2 years ago
Ability to customise Notification templates
Posted by
Judy Weeks
,
over 2 years ago
Last Reply
by Judy Weeks
over 2 years ago
Text version of Uploaded Docs
Posted by
Judy Weeks
,
over 2 years ago
Last Reply
by Judy Weeks
over 2 years ago
See all 34 topics
Tips and Tricks
0
Release Notes
9
Release Notes April 2021
Posted by
Judy Weeks
,
14 days ago
Last Reply
by Judy Weeks
14 days ago
Release Notes - March 2021
Posted by
Judy Weeks
,
about 1 month ago
Last Reply
by Judy Weeks
about 1 month ago
Release Notes - February 2021
Posted by
Judy Weeks
,
3 months ago
Last Reply
by Judy Weeks
3 months ago
See all 9 topics