Key Features in Contract Management

The Contract Management platform includes several built-in features designed to improve navigation, collaboration, and user experience. This article covers three key features; Calendly integration, App Switch Grid, and Profile Settings to help you manage meetings, switch between applications, and maintain your account details efficiently.

The Calendly integration allows you to quickly schedule meetings with the Legistify team without leaving the platform.

1. Open Profile Menu

Click on your profile icon at the top-right corner of the screen.

2. Select Book a Meeting
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From the dropdown menu, click on Book a Meeting.

3. Choose Date and Time
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You will be redirected to the Calendly booking page. Select a convenient date and time, then click Next.

4. Enter Your Details and Schedule the Event
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Fill in your name, email address, and any additional details required. Click on Schedule Event to confirm the meeting. Your meeting will be successfully scheduled and shared via email.

The App Switch Grid allows you to easily navigate between different applications available within your organisation’s Legistify suite.

1. Open the App Switch Grid

Click on the grid icon located at the top-right corner of the screen.

2. View Available Applications
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A list of applications enabled for your organisation will appear.

3. Switch Between Apps
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Click on any application to instantly switch to it.

Note: Apps that are not subscribed to by the user’s organisation will be locked and inaccessible.

Profile Settings allow you to view and update your personal and organization-related details.

1. Open Profile Menu
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Click on your profile icon at the top-right corner of the screen.

2. Select My Account
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From the dropdown menu, click on My Account.
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3. View Profile Details
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You will be redirected to the Profile Details page displaying your information.

4. Edit Your Information
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You can update details such as:

5. Save Changes
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Click on Save to apply the updates to your profile.

These features are designed to make your experience on the platform more seamless and efficient. With Calendly integration, you can schedule meetings effortlessly; the App Switch Grid helps you move between tools quickly; and Profile Settings ensure your account information stays accurate and up to date. Together, they simplify navigation, communication, and account management within the contract management system.