Adding, Viewing, or Deleting Multiple Datasheets
The Datasheet tab captures primary parties, contract details, affiliated and responsible parties, and compensation information.
Multiple datasheets provide a historical view of the contract record. When a collection of datasheets is used, you can capture changes over time such as a renewal, change in responsible parties, or a change on a custom tab.
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Using & Viewing Multiple Datasheets (Video)
Multiple datasheets provide a historical view of the contract record. When a collection of datasheets is used, you can capture changes over time such as a renewal, change in responsible parties, or a change on a custom tab. This video ...
Adding a Party to a Contract Record
When entering a new contract record, you will add parties from the address book. The first section of this guide describes the steps for adding an existing address book entry to a contract record. The second section provides steps for how to add a ...
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 ...
Filter Sets-Saving, Deleting, and Using (Video)
After searching using filters, Ntracts allows you to save a filter set. Saving a filtered set allows you and other users to share filter sets. This allows for quick and easy access when running the same search in the future. Play Video (1:48)
Filter Sets - Saving, Deleting, and Using
After searching using filters, Ntracts allows you to save a filter set. Saving a filtered set allows you and other users to share filter sets. This allows for quick and easy access when running the same search in the future.