intelligentcontract

Contracts, Related & Master Contracts 11

• Overview of Contracts
• Working with the Contract Form
• Relating Customer and Supplier Contracts
• Contract Category / Account Code
• Contract Value

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Documents, Notes & The Library 8

• Adding Documents to Contracts
• Editing Contract Documents
• Adding Notes to Contracts
• Local Links
• The Library

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People, Parties and Party Groups 12

• Overview of People
• Working with the People Form
• Creating a New Person
• Adding People to Contracts
• Overview of Parties

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Alerts, Tasks & Risks 12

• Overview of Alerts
• Working with the Alert Form
• Creating a New Alert
• Alerts and Relative Dates.
• Alerts with Attachments

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Views, Filtering and Sorting 6

• Creating a New View
• Editing Views
• Filtering Results
• Freezing Your Filter Values
• Sorting

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Printing & Exporting to Excel 2

• Printing
• Exporting to Excel

Electronic Signatures 3

• Using Adobe Sign for Electronic Signatures
• Using DocuSign for Electronic Signatures
• Using Eversign for Electronic Signatures

Recent Places, Bulk Update & Searching 3

• Recent Places
• Bulk Update
• Searching

Financials & Transactions 3

• Overview of Contract Financials
• Working with the Financials Form
• Creating a New Financial

Approvals 13

• Approvals Quick Start
• Activating Approvals
• Approval Configuration
• Creating Approval Groups
• Approval Rules

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Frameworks and Framework Lots 4

• Overview of Frameworks and Lots
• Working with the Framework Form
• Working with the Framework Lot Form
• Creating a Framework and Framework Lot

KPIs 8

• Overview of KPIs
• Working with the KPI Form
• Creating a New KPI
• KPI Measurements
• KPI Types

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Amendments to Contracts 1

• Working with Amendments

Deleting, Archiving & Recycle 3

• Deleting Records
• Using the Archive Vault
• Using the Recycle Bin

Assets 2

• Working with the Assets Form
• Creating a New Asset

Audit 1

• Overview of Audit

Passwords 3

• Forgotten Password
• Change password
• User Passwords and Security

Reporting & Dashboards 13

• Overview of Reporting [2019]
• Creating & Editing Reports [2019]
• Working with Filters [2019]
• Totals & Grouping [2019]
• Running Reports [2019]

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My Settings 2

• My Settings
• Linked accounts for logging into Intelligentcontract