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 10

• 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
• 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 11

• 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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