Actions Tab - Where is My Contract Request
After submitting a workflow, the actions tab allows a user to see what steps the workflow is in and has gone through. To view this, the user account will need to have the appropriate security permissions and will access the actions tab from the contract record. This tab shows all the workflow messages, with the most recent on top.
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QRG - Sending an eSign Request
The purpose of eSign is to solicit, gather, and return electronic signatures on documents. There are three ways in which eSign can be used in Ntracts: 1) Within a workflow where the document will be saved to a contract record ...
Administration Menu - Contract Settings
As part of the Administration menu, you can access Contract Settings. There are three options: Contract Lists, Quick Search, and Custom Tab Settings. This guide will review the purpose of each and how to edit the settings.
Adding a New Address Book Entry from the Datasheet Tab
If you are entering a new contract record and adding a party that you have not contracted with before, you must create an address book entry for a person or organization before they can be associated with a contract record. To maintain the integrity ...
Standard Workflow Guide for Initiators (New Contract Approval & Record Maintenance)
The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would initiate a contract request.
Administration Menu - Contract Address Book Substitution Utility
The Contract Address Book Substitution utility enables you to replace or reassign an individual as it appears within the Primary Party, Affiliated Party, or Responsible Party fields, for example. The system searches for and replaces the name with a ...