Required Document Sets
An easier way for you to track the Documents your Contracts require, from the Primary Agreements to Supporting Documentation.
With the release of Document Sets on Sunday, August 27th, there are still a few items that are being worked on, and planned for released in the next 2 month...
Wed, Aug 23, 2023 at 11:22 AM
Document Sets are a way for you to make Required, Requested, or Optional Document Tiles appear on Contract Entry, and in a Contract Container, based on Docu...
Tue, Aug 22, 2023 at 2:04 PM
When a Document Set is applied to a Contract Type, all NEW Contract Entries using that Type will now have Document Set Tiles appear on the Document Upload P...
Tue, Aug 22, 2023 at 2:05 PM
When a Document Set is applied to a Contract Type, it will adjust the way the Attachments Tab looks by highlighting the Document Tiles that are a part of th...
Tue, Aug 22, 2023 at 2:06 PM
With the release of Document Sets, which are an improved way to help guide, and even require, your Users to upload certain Documents to a Contract, we have ...
Tue, Aug 22, 2023 at 2:06 PM