People, Parties and Party Groups

Overview of People
intelligentcontract allows you to keep a record of all People that have a relationship with your Contracts, a Person record will allow you to enter relevant...
Tue, 10 Aug, 2021 at 10:05 AM
Working with the People Form
To create a new Person record you will need to navigate to the party section and then press the '+'.  You will then be provided with the Person entr...
Tue, 11 Jan, 2022 at 11:14 AM
Creating a New Person
A Person is created when they need to be assigned either to a Contract or other records in the solution (such as Approval Groups, Tasks, KPI's etc.). ...
Mon, 22 Jan, 2024 at 5:08 PM
Adding People to Contracts
Adding People to a Contracts works a little differently than the other fields as People can exist as their own record that can be created and edited.   ...
Wed, 5 Feb, 2020 at 2:09 PM
Overview of Parties
intelligentcontract allows you to keep a record of all Parties that have a relationship with your Contracts, a Party record will allow you to enter relevant...
Wed, 24 Oct, 2018 at 2:38 PM
Working with the Parties Form
To create a new Party record you will need to navigate to the party section and then press the +.  You will then be provided with the Party entry screen rea...
Thu, 22 Mar, 2018 at 1:45 PM
Creating a New Party
A Party is created when they need to be assigned either to a Contract or other records in the solution such as Alerts, KPi's etc. Party Records can ...
Mon, 22 Jan, 2024 at 5:20 PM
Adding Parties to Contracts
Adding Parties to a Contract works a little differently than the other fields as Parties can exist as their own record that can be created and edited.   ...
Mon, 25 Mar, 2019 at 3:22 PM
Overview of Party Groups
Party groups is a way of grouping together parties. You are able to link the parties, provide a name for the party group and add additional custom fields to...
Tue, 19 Dec, 2017 at 9:31 AM
Creating a New Party Group
Creating a Party Group A Party Group can be created for both internal and external parties, it is a way of grouping together common Parties to enable you t...
Mon, 10 Sep, 2018 at 12:02 PM