intelligentcontract

Common Questions 56

• 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 6

• Business Case for Investment
• Data Security
• Intelligentcontract Roadmap 2018-2019
• Availability and Service Level Agreements
• Intelligentcontract Feature Walkthrough

See all 6 articles

Implementation 18

• Introduction
• Step 1 - Account Information
• Step 2 - Organisation Structure
• Step 3 - Users
• Step 4 - Contract Types

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Desktop Guides 2

• Desktop Guide for Administrators
• Desktop Guide for Users

Account Billing 0

Tutorials 2

• Adding a Logo
• Creating a New Report

Contracts, Related & Master Contracts 6

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

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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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Documents, Notes & The Library 3

• Adding Documents to Contracts
• Adding Notes to Contracts
• The Library

Alerts, Tasks & Risks 7

• Overview of Alerts
• Working with the Alert Form
• Creating a New Alert
• Overview of Tasks
• Working with the Task Form

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Views, Filtering and Sorting 5

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

Printing Lists & Exporting to Excel 2

• Printing Lists
• Exporting to Excel

Electronic Signatures 1

• Using 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 KPI's
• Working with the KPI Form
• Creating a New KPI
• KPI Measurements
• KPI Types

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Amendments to Contracts 0

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 1

• Creating a New Report

My Settings 2

• My Settings
• Linked accounts for logging into Intelligentcontract

Billing 0

Security 4

• Security Groups
• Two Factor Authentification
• Making Contracts Confidential
• Read-only Users

Managing Users & Sessions 3

• Managing User Sessions
• Creating New Users
• Sending Alert Notifications to non-users

Importing & Exporting 8

• 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 7

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

See all 7 articles

Account Information 3

• Company Details
• Key User
• Data Protection

Plugins 3

• Onelogin
• Local Links
• Authentication using a Generic SAML

Admin Training 3

• Creating and Managing Custom Fields
• Changing Form Layouts
• Creating, Editting and Disabling Users

Full User Training 5

• 1. Creating a New Contract
• 2. Adding a Person and a Party to a Contract
• 3. Adding an Alert to a Contract
• 4. Adding Documents to a Contract
• 5. Forgotten and Changing your user password

Read only User Training 0