Import Workbench

 

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. April's Webinar covered:


Import Workbench

    •Creating Import Sets

    •Importing from spreadsheet

    •Importing multiple entities

    •Populating existing data

    •Downloading Import Templates

    •Saving Import Drafts

    •Additional Import Options


Import Grids

    •Auto/Manual Validation

    •Quick Filters: Invalid, Modified, Reapply Filters

    •Using Column Filters

    •Creating New Values

    •Editing Import Sets



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