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Knowledge base
GETTING STARTED WITH INTELLIGENTCONTRACT
Common Questions
62
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 62 articles
White Papers & Product Data Sheets
10
Business Case for Investment
Data Security
Intelligentcontract Roadmap 2019-2021
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
9
Overview of Contracts
Working with the Contract Form
Relating Customer and Supplier Contracts
Contract Category / Account Code
Contract Value
See all 9 articles
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
Documents, Notes & The Library
3
Adding Documents to Contracts
Adding Notes to Contracts
The Library
Alerts, Tasks & Risks
8
Overview of Alerts
Working with the Alert Form
Alerts and Relative Dates.
Creating a New Alert
Overview of Tasks
See all 8 articles
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
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
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
9
Overview of Reporting [2019]
Creating & Editing Reports [2019]
Working with Filters [2019]
Totals & Grouping [2019]
Running Reports [2019]
See all 9 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
5
Security Groups
Two Factor Authentification
Making Contracts Confidential
Read-only Users
Email Notifications from Intelligentcontract
Managing Users & Sessions
3
Managing User Sessions
Creating New Users
Sending Alert Notifications to non-users
Importing & Exporting
10
Importing Data
ID & Original System References
CSV Files
Creating Links using CSV files
Importing Contract Documents
See all 10 articles
Customisation
5
Feature Visibility
Custom Menu Options / Entity Names
Changing Form Layouts
Creating a Custom Field
Adding a Logo
Account Configuration
8
Account Configuration
Creating Organisation Departments
Contract Types
Classifications
Value Sets
See all 8 articles
Account Information
3
Company Details
Key User
Data Protection
Plugins
3
Onelogin
Local Links
Authentication using a Generic SAML
Technical Support
1
Allow a Technical Support Agent to Access your Account
TRAINING
Admin Training
5
Adding a Logo
Creating and Managing Custom Fields
Changing Form Layouts
Creating, Editing and Disabling Users
Creating and Editing Value Sets
Full User Training
8
Finding Contracts
Creating a New Contract
Adding a Person and a Party to a Contract
Adding an Alert to a Contract
Adding Documents to a Contract
See all 8 articles
Read only User Training
2
Changing your User Password
Finding Contracts