Settings Explained
Email AlertsThis article provides a comprehensive guide on how to use and configure email alerts.
EscalationThis article provides a detailed guide on how to create and manage escalations.
How to Set Up Contract Creation ApprovalThis article provides a comprehensive guide on how to set up contract creation approvals using the Contract Management Tool (CMT).
Setting Up Role-Based AccessThis article explains how users can setup Role Based Access
Build Contract TemplateThis article explains a detailed step-by-step process for users to effectively build a new contract template
Set Up Custom LabelsThis article explains how to set up and manage labels within the Contract Management Tool (CMT).
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 AccessThis article explains how users can setup Native Editor Access
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 efficiently manage and update Contract Followers for specific contract templates within your organization