intelligentcontract

Contracts, Related & Master Contracts 12

• Overview of Contracts
• Working with the Contract Form
• Relating Customer and Supplier Contracts
• Contract Category / Account Code
• Contract Value

View all 12

Documents, Notes & The Library 17

• Adding files to records
• Creating Document Templates
• Creating Documents Online
• Editing Documents Online
• Creating a Document from a Contract Template

View all 17

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

View all 12

Alerts, Tasks & Risks 16

• Alert / Task Information Indicators
• Overview of Alerts
• Working with the Alert Form
• Creating a New Alert
• Contract Document/Contract Amendment/Party Document Alerts

View all 16

Views, Filtering and Sorting 6

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

View all 6

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

View all 7

Approvals 15

• Approvals Quick Start
• Approval Activity screen
• Approval Configuration
• Creating a Contract Approval
• Creating a Contract Document Approval

View all 15

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

View all 8

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]

View all 16

My Settings 2

• My Settings
• Linked accounts for logging into Intelligentcontract

Lists 5

• Lists
• Alert Lists
• Task Lists
• Contract Person List
• Contract Document List