Documents, Notes & The Library
intelligentcontract can allow you to add attachments to various records such as Contracts, Alerts, Collaboration and Notes. The attachment options available...
Fri, 15 Mar, 2024 at 1:49 PM
Document Templates in intelligentcontract allow you to create a format for Documents you need to create regularly. This could be such Documents as: Sa...
Fri, 15 Mar, 2024 at 3:21 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...
Fri, 15 Mar, 2024 at 2:49 PM
Once you have uploaded a Document to a record, if it is in a format conducive to Open Office then it can be edited online. Once you open a Document reco...
Tue, 6 Aug, 2024 at 11:10 AM
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 Doc...
Fri, 15 Mar, 2024 at 2:34 PM
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...
Fri, 15 Mar, 2024 at 1:50 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 especi...
Fri, 15 Mar, 2024 at 2:14 PM
When an attachment is uploaded to a record then you have the ability to show a preview of this to the User. The are various options in the preview panel th...
Mon, 17 Jun, 2024 at 9:31 AM
If you have already uploaded an attachment to a record, it can be edited using various options. When opening an existing record that has attachments you...
Tue, 14 May, 2024 at 12:52 PM
The option of Local Links within intelligentcontract allows you to reference an external location to where all your Contract documents are stored, possibly ...
Fri, 15 Mar, 2024 at 2:27 PM