Documents, Notes & The Library

Adding Documents to Contracts
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, 11 Mar, 2022 at 11:44 AM
Editing Contract Documents
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
Adding Notes to Contracts
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
Local Links
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
Creating a Document from a Contract Template
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 Library
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
Creating Documents Online
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
Editing Documents Online
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
Online Document Version History
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
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