Contracts
You can assign tasks and reminders to specific colleagues for each contract. Create tasks Navigate to the Tasks tab in a contract. Click the Create ...
Wed, Oct 2, 2019 at 3:47 PM
In every contract you have the ability to manage colleagues who have any role in the contract. Participants Go to the Participants tab within a contra...
Wed, Oct 2, 2019 at 3:36 PM
There are two ways to create a contract: manually and from a solicitation. Create a contract (manually) In the Contract dashboard, click Create contr...
Tue, Oct 15, 2019 at 3:18 PM
Once you have created a contract, you then create fields, which store the contract information. Contract fields The information that you need to fill o...
Thu, Oct 10, 2019 at 2:02 PM
Linked contracts allow you organize contracts that are related to one another. Linked contracts can be framework/subcontracts or previous contracts. Fra...
Wed, Oct 2, 2019 at 3:27 PM
Reminders allow you to keep track of important dates relating to a contract. Reminders To set a reminder: Click on the bell icon next to the date. O...
Wed, Oct 2, 2019 at 3:33 PM