Documents, Notes & The Library

Adding files to records
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
Creating Document Templates
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
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...
Fri, 15 Mar, 2024 at 2:49 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
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 Doc...
Fri, 15 Mar, 2024 at 2:34 PM
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, 15 Mar, 2024 at 1:50 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 especi...
Fri, 15 Mar, 2024 at 2:14 PM
Attachment Preview
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...
Thu, 12 Oct, 2023 at 1:56 PM
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
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 ...
Fri, 15 Mar, 2024 at 2:27 PM