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
Related Articles
- Manual Population of Data in the Grid: https://support.intelligentcontract.com/a/solutions/articles/22000280519
- Filtering the Grid: https://support.intelligentcontract.com/a/solutions/articles/22000280529
- Import Attachments: https://support.intelligentcontract.com/a/solutions/articles/22000280539
- Mass Population of Data in the Grid: https://support.intelligentcontract.com/a/solutions/articles/22000280518