Common Tabs & What's New

 

Webinar Wednesdays are hosted quarterly on the final Wednesday in the months of January, April, July, & October.


 The webinar is designed to cover topics that will help assist you with the managing and maintaining of your contracts in intelligentcontract. October's Webinar covered:


What's New

  • Notification Center: Completing/Snoozing Notifications, Marking as read
  • Clause Library: Constructing a Clause Document, Alternate Clauses

People Tab

  • Assigning Person records, Roles, Internal Vs. External

Alerts Tab

  • Creating new Alerts, Templated Alerts, Recurrence

Documents Tab

  • Adding Documents, adding Templates, Document Attributes

Tasks Tab

  • Creating a new Task/Evaluation, Setting up multiple Task Types

Audit Tab

  • Searching the Audit Tab, pulling Audit reports



Register for Next Webinar



Related Articles