Full User Training

1. Creating a New Contract
In this training video you will learn how to: - Start the process of creating a new contract in your account - Fill out the fields for a contract - Sa...
Tue, 17 Jul, 2018 at 12:57 PM
2. Adding a Person and a Party to a Contract
In this training video you will learn how to: - Link an existing Person to a Contract - Create a new Person and link them to a Contract - Link an exis...
Fri, 20 Jul, 2018 at 3:53 PM
3. Adding an Alert to a Contract
In this training video you will learn how to: - Create an Alert for a Contract - Link People to an Alert - Link a Document to an Alert - Find an Aler...
Fri, 20 Jul, 2018 at 3:26 PM
4. Adding Documents to a Contract
In this training video you will learn how to: - Add a Document to a Contract from your local drive - Add a Document to a Contract from the intelligentc...
Fri, 20 Jul, 2018 at 11:09 AM
5. Forgotten and Changing your user password
In this training video you will learn how to: - Use the 'Forgotten' feature to reset your password - Change you password from within the solu...
Fri, 20 Jul, 2018 at 3:20 PM