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

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White Papers & Product Data Sheets 10

• Business Case for Investment
• Data Security
• Intelligentcontract Roadmap 2021-2023
• Availability and Service Level Agreements
• Intelligentcontract Feature Walkthrough

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Desktop Guides 3

• Desktop Guide for Administrators
• Desktop Guide for Users
• Completing A Basic Configuration

Account Billing 0

Implementation 1

• Implementation

Contracts, Related & Master Contracts 11

• Overview of Contracts
• Working with the Contract Form
• Relating Customer and Supplier Contracts
• Contract Category / Account Code
• Contract Value

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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

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Alerts, Tasks & Risks 11

• Overview of Alerts
• Working with the Alert Form
• Creating a New Alert
• Alerts and Relative Dates.
• Alerts with Attachments

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Views, Filtering and Sorting 5

• Creating a New View
• Editing Views
• Filtering Results
• Freezing Your Filter Values
• Sorting

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

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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

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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 9

• Overview of Reporting [2019]
• Creating & Editing Reports [2019]
• Working with Filters [2019]
• Totals & Grouping [2019]
• Running Reports [2019]

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My Settings 2

• My Settings
• Linked accounts for logging into Intelligentcontract

Billing 18

• Overview of Billing
• Creating a Free Trial
• Switching Plans whilst in a Trial
• Creating a Paid Subscription
• Creating a Free Subscription

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Security 5

• Security Groups
• Two Factor Authentification
• Making Contracts Confidential
• Read-only Users
• Email Notifications from Intelligentcontract

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

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Customisation 5

• Feature Visibility
• Custom Menu Options / Entity Names
• Changing Form Layouts
• Creating a Custom Field
• Adding a Logo

Account Configuration 9

• Account Configuration
• Creating Organisation Departments
• Contract Types
• Classifications
• Value Sets

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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

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Admin Training 12

• Account Navigation
• Account Configuration
• Creating, Editing and Disabling Users
• Creating and Managing Custom Fields
• Creating and Editing Value Sets

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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

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Read only User Training 3

• Account Navigation
• Finding Contracts
• Changing your User Password