CMT Settings Explained
A complete guide to the settings in Legistify's contract management module, with explanations for each configuration option.
By Akshat and 1 other2 authors13 articles
- Email Alerts in Contract Management ModuleLearn how to configure, customise, and create email alerts for your contracts — from expiry reminders and stage transitions to task deadlines and daily digest notifications.
- Escalation in Contract ManagementLearn how to create and manage multi-level escalation workflows in the Contract Management module to ensure critical tasks are flagged and actioned on time.
- How to Set Up Contract Creation ApprovalLearn how to create single or multi-level approval workflows for contract creation, ensuring every new contract is reviewed and authorised before it moves forward.
- Setting Up Role-Based Access in Contract ManagementLearn how to configure role-based permissions for each user type in the Contract Management module, giving you precise control over what each role can see and do across the platform.
- Build Contract TemplateLearn how to create contract templates from scratch using the no-code builder engine, with three creation methods — Automated Contract, Manual Contract, and Import from DOCX and JSON.
- Set Up Custom LabelsLearn how to create and manage custom label categories in the Contract Management module to organise, filter, and report on your contracts more effectively.
- How to Set Up & Start Contract Signing ApprovalThis article provides a comprehensive guide on how to set up contract signing approvals using the Contract Management Tool (CMT).
- Setting Up Native Editor AccessLearn how to manage individual user access rights within the native document editor, assigning each user the appropriate level of access based on their role and responsibilities.
- View & Edit Company SignatoriesLearn how to efficiently manage and update authorized signatories for specific contract templates within your organization.
- Bulk AssignmentThis Article helps user easily reassign pre-created tasks and approvals to different users using the Bulk Assignment feature.
- View & Edit Contract FollowersLearn how to manage default followers for each contract template, ensuring the right people receive notifications and have access to the contracts they need to track.
- Org Wise PermissionControl which features and capabilities are active across your entire organisation from a single settings panel.
- Add New UserAdd and manage organisation users individually or in bulk from the User Management settings.