Implementation

Introduction
Applicable Plans: All Implementation of intelligentcontract solution should be done in stages.  Each of the articles within this section will cover ever...
Wed, 16 Aug, 2017 at 9:57 AM
Step 1 - Account Information
The account information section allows you to input all your Company details and contact information, it is also used to assign your account Key User who wi...
Mon, 27 Mar, 2017 at 5:15 PM
Step 2 - Organisation Structure
For both security and reporting purposes you may wish to split up your organisation into separate groups or organisational units.  By doing this you then h...
Mon, 27 Mar, 2017 at 12:59 PM
Step 3 - Users
There are 2 types of Users, your subscription will define how many Users you are able to have accessing the solution at any one time. Note that intelligentc...
Tue, 12 Sep, 2017 at 12:25 PM
Step 4 - Contract Types
intelligentcontract has a default set of values that for most organisations will be relevant. If you need to add new ones or need to completely replace ...
Mon, 27 Mar, 2017 at 1:32 PM
Step 5 - Custom Menu Options / Entity Names
intelligentcontract is fully configurable to suit your requirements, in some instances our terminology for certain options may not be what you require.   ...
Mon, 27 Mar, 2017 at 1:01 PM
Step 6 - Classifications
The broad classification of a Contract (generally Customer and Supplier) will help for reporting and searching purposes, the default values can be adjusted...
Mon, 27 Mar, 2017 at 1:02 PM
Step 7 - Value Sets
Value Sets are used throughout the system to display field drop down list values for selection, these values can be changed to better suit your contract d...
Mon, 27 Mar, 2017 at 1:02 PM
Step 8 - Risk Definitions
If you are using the intelligentcontract Risk feature then it is possible to define the Risk so that the severity calculation made by intelligentcontract ...
Mon, 27 Mar, 2017 at 1:03 PM
Step 9 - Account Configuration
Configuration is where you can adjust your general default settings that are used though out intelligentcontract, areas such as Password Maintenance, Date ...
Thu, 1 Feb, 2018 at 10:30 AM