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USER GUIDE
Contracts, Related & Master Contracts
11
Overview of Contracts
Working with the Contract Form
Relating Customer and Supplier Contracts
Contract Category / Account Code
Contract Value
View all 11
Documents, Notes & The Library
13
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
View all 12
Alerts, Tasks & Risks
11
Overview of Alerts
Working with the Alert Form
Creating a New Alert
Alerts and Relative Dates.
Alerts with Attachments
View all 11
Views, Filtering and Sorting
6
Creating a New View
Editing Views
Filtering Results
Freezing Your Filter Values
Sorting
View all 6
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
7
Overview of Contract Financials
Working with the Financials Form
Creating a New Financial
Overview of Transactions
Working with the Transactions Form
View all 7
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
View all 8
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
15
Overview of Reporting [2019]
Creating & Editing Reports [2019]
Working with Filters [2019]
Totals & Grouping [2019]
Running Reports [2019]
View all 15
My Settings
2
My Settings
Linked accounts for logging into Intelligentcontract
Lists
5
Lists
Alert Lists
Task Lists
Contract Person List
Contract Document List