Documents, Notes & The Library
You can add Contract documents to a Contract in the same way as adding other linked records. Navigate to Contracts and open up the Contract Scroll to...
Wed, 11 Jan, 2023 at 12:37 PM
If you have already uploaded a Document to a Contract record, it can be edited using various options. When opening an existing Document record you can s...
Wed, 16 Feb, 2022 at 3:53 PM
Notes can be added to records such as Contracts, People, Parties, Tasks, and KPI's to keep track of information pertaining to the record. This is espec...
Tue, 22 Sep, 2020 at 9:24 PM
The option of Local Links within intelligentcontract allows you to reference an external location to where all your Contract documents are stored, possibly ...
Wed, 7 Apr, 2021 at 4:09 PM
Once your contract Template has been created then you can use it to generate a Document <Contract templates will only be offered when in the Contract...
Tue, 30 Aug, 2022 at 1:37 PM
The intelligentcontract Library is a repository that contains all documents that you have upload into your account. It allows you to search, filter, find a...
Thu, 22 Mar, 2018 at 1:56 PM
intelligentcontract has the ability to allow you to create online documents. This is an additional feature that can be included in your subscription - i...
Thu, 13 Oct, 2022 at 4:25 PM
Once you have uploaded a Document to a Document record, if it is in a format conducive to Open Office then it can be edited online. Once you open a Docu...
Wed, 12 Oct, 2022 at 2:26 PM
Version History This option allows you to view previous versions of the document. The pop up will display all versions that have been added, plus any of...
Wed, 16 Feb, 2022 at 3:54 PM
Online document Collaboration enables you to work together on documents with internal and external people. Key features include: Document Collaboration al...
Wed, 12 Oct, 2022 at 1:37 PM