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 11

• 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 6

• Managing User Sessions
• Creating New Users
• Ending or Deactivating a User
• Sending Alert Notifications to non-users
• Notification History

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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 12

• Account Configuration
• Creating Organisation Departments
• Contract Types
• Classifications
• Value Sets

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Clause Library 4

• Overview of the Clause Library
• Clauses
• Contract Templates
• Creating a Document from a Contract Template

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 2

• Allow a Technical Support Agent to Access your Account
• intelligentcontract Helpdesk

Automations 13

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

View all 13