Contracts App Overview (Video)
This video takes a look at the tabs in the Contracts app and discusses how it provides you with different tools for contract records and documents.
Play Video (3:40)
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Contracts App Tabs Overview
Use the Contracts app to view and manage contract records directly. There are five tabs that provide you different tools for contract records and documents.
Adding a New Entry in the Address Book App (Video)
You use the Address Book app to capture contact information for people and organizations inside your business as well as external organizations with which you might have a contract. Follow these steps to add an entry to the Address book app. Play ...
Requesting Nbox Proxy (Video)
You can request that other users grant you access to their Nbox. Follow these steps to request access to another user’s Nbox. Play Video (2:00)
Searching for Entries in the Address Book App (Video)
The address book holds the contact information for all Ntracts users and individuals and organizations that are parties in a contract record. When entering a new CR, you will add parties from the address book. This video demonstrates how to search ...
Search Using Filters (Video)
When you select Search Using Filters, this type of search is specifically for AND operator searches. The filter search lets you decide which fields to search. Play Video (2:13)