Notes

Contracts Documentation

• 1 Getting Started
  • Quick Admin Setup
  • Getting Started
• 2 Dashboard
  • Contracts Panel
  • Alerts and Tasks Panel
• 3 Contracts
  • Contract Repository
  • Add Contract Record
  • Request Contract
  • View & Update Contract Records
  • Documents
  • Requirements
  • Alerts
  • Tasks
  • Notes
• 4 View
  • Parties
  • Documents
  • Alerts
  • Tasks
  • Archive
• 5 Reports
  • Contracts
  • Tasks
• 6 Settings
  • Users & Groups
  • Create User Accounts
  • Reset Passwords; Update Accounts
  • User Roles
  • Groups
  • Task Workflows
  • Recipients
  • Lookups & Fields
  • Custom Fields
  • Trash
• 7 My Account
  • Account Settings
  • Update Account Information
  • Update Email Preferences
  • Update Password