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.
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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 ...
Administration Menu - Manage Users
This guide covers how to respond to a new user request, add a new user from the Administration menu, view, assign or edit a user’s permissions, change a user’s system status, edit a user profile, assign/Edit a user’s security role(s), and check a ...
Administration Menu - Manage Departments
This guide covers how to add a new department, edit a department’s name, add a sub department, view users that have contract access to a department, and delete a department.
Administration Menu - Manage Types
This guide covers how to add a new type, edit a type’s name, add a sub type, view users that have contract access to a type, and delete a type.
Administration Menu - Manage Organizations
This guide covers how to add a new internal legal entity (also known as owner organization) & connect it to the address book, view users that have contract access to a specific internal legal entity, change the status of internal legal entity, edit ...