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 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

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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 8

• 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
• Local Links
• Authentication using a Generic SAML

Technical Support 1

• Allow a Technical Support Agent to Access your Account