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, Sep 12, 2022 at 3:20 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...
Mon, Sep 12, 2022 at 4:34 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 ...
Fri, Sep 16, 2022 at 3:41 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...
Fri, Sep 16, 2022 at 3:12 PM