intelligentcontract

Common Questions 64

• How do I create a new user?
• I keep getting timed out
• Whats my Account status and active User levels?
• How Do I set up Departments So that Contracts Can be Allocated to Them
• Whats your telephone number?

View all 64

White Papers & Product Data Sheets 11

• Business Case for Investment
• Data Security
• Availability and Service Level Agreements
• Intelligentcontract Feature Walkthrough
• Summary of GDPR Compliance for Cloud9 Software

View all 11

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 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 18

• Adding files to records
• Creating Document Templates
• Creating Documents Online
• Editing Documents Online
• Creating a Document from a Contract Template

View all 18

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 7

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

View all 7

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

• Approval Activity screen
• Approval Configuration
• Creating a Contract Approval
• Creating a Contract Document Approval
• Creating a Party 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 15

• Overview of Reporting
• Creating & Editing Reports
• Reporting Values
• Working with Filters
• Running Reports

View all 15

My Settings 2

• My Settings
• Linked accounts for logging into Intelligentcontract

Lists 5

• Lists
• Alert Lists
• Task Lists
• Contract Person List
• Contract Document List

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 4

• Allow a Technical Support Agent to Access your Account
• intelligentcontract Helpdesk
• Cookie Settings for Chrome
• Instructions: Exporting Network Logs in Microsoft Edge Developer Tools

Automations 14

• Overview of Automation
• Creating Rules
• On Creation Trigger
• On Edit Trigger
• All Tasks Completed Trigger

View all 14

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

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