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.
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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)
Using In-App Editing
In-App Editing and Versioning is available to clients from a workflow. Files can be stored, opened edited, and versioned within Ntracts without the need to go through the time-consuming process of downloading, re-uploading and ensuring edits are ...
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 ...
Reporting on Fields with a One-to-Many Relationship
It is important to understand the impact of reporting on Ntracts fields that have a one to many relationship. For example, you may have multiple primary or responsible parties. This relationship can result in having multiple lines of data for a ...
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 ...