Lists

Lists
The intelligentcontract List functionality allows you to manually or automatically add multiple predefined Alerts, Tasks, or People records to a new or exis...
Thu, 23 Sep, 2021 at 2:17 PM
Alert Lists
Creating an Alert List will allow you to create a number of Alert templates that can be automatically or manually applied to a record in once action rather ...
Thu, 23 Sep, 2021 at 2:06 PM
Task Lists
Creating a Task List will allow you to create a number of Task templates that can be automatically or manually applied to a Contract record in once action r...
Thu, 23 Sep, 2021 at 2:06 PM
Contract Person List
Creating a Contract Person List will allow you to create a number of Contract People templates that can be automatically or manually applied to a Contract r...
Thu, 23 Sep, 2021 at 2:04 PM
Contract Document List
Creating a Contract Document List will allow you to create a number of Contract Document templates that can be automatically or manually applied to a Contra...
Thu, 23 Sep, 2021 at 2:14 PM