Full User Training

Finding Contracts
In this video you will learn: - How to use Filters to find your Contracts and data - Using Global search - Using the Recent Places feature - Adjustin...
Wed, 27 Mar, 2019 at 3:30 PM
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...
Wed, 27 Mar, 2019 at 1:52 PM
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...
Wed, 27 Mar, 2019 at 1:35 PM
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...
Wed, 27 Mar, 2019 at 1:44 PM
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...
Wed, 27 Mar, 2019 at 1:25 PM
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...
Wed, 27 Mar, 2019 at 1:59 PM
Creating a New Report
In this video you will learn how to: Select your report data Build your reports content Add filters to your report Add finishing touches to your rep...
Fri, 5 Apr, 2019 at 3:36 PM
Editing and Running Reports
In this short video you will learn how to: Edit an existing Report Generate and run both CSV and PDF formats Reports
Thu, 4 Apr, 2019 at 12:17 PM