intelligentcontract

Common Questions 66

• 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 12

• 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 12

• 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 15

• Adding Documents to Contracts
• Attachment Preview
• Adding Notes to Contracts
• Editing Contract Documents
• Local Links

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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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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 6

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

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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

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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 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]

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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

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Security 12

• 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

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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)

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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 13

• Account Configuration
• Creating Organisation Departments
• Contract Types
• Account User Passwords and Security
• Classifications

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Clause Library 3

• Overview of the Clause Library
• Clauses
• Contract Templates

Account Information 4

• Company Details
• Key User
• Data Protection
• Sandbox Environments

Plugins 4

• Onelogin
• Authentication using a Generic SAML
• Electronic Signatures
• Office 365/MS Azure and Google Single Sign-on (SSO)

Technical Support 3

• Allow a Technical Support Agent to Access your Account
• intelligentcontract Helpdesk
• Cookie Settings for Chrome

Automations 12

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

Wednesday Webinar Series 11

• 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

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