Templates & Document Library

Add New Contracts with a Library Template
4 User Types can enter contracts via Library Template: Administrators, Full Access Users, Read Only and Template Only. Regardless of their User-Type, they c...
Mon, May 16, 2022 at 2:35 PM
Add Templates from the Attachments Tab
Enhancement – All User Types This is a step-saving feature which requires less navigating and less work when needing to add a new document to an existin...
Tue, May 10, 2022 at 12:10 PM
Add Attachments with a Classic Template
Templates can be used to add attachments directly from within a contract container using the icons on the Attachments tab. Add Attachments with ...
Mon, May 9, 2022 at 2:50 PM
Add Attachments with Library Templates
Documents can be added to existing contract containers in many different ways. With a recent enhancement you can use Templates to add Attachments right from...
Mon, May 16, 2022 at 2:40 PM