Required Document Sets
An easier way for you to track the Documents your Contracts require, from the Primary Agreements to Supporting Documentation.
System Wide Update to Existing Documents when a Document Set is Applied When a Document Set is applied to a Contract Type that already has many Containers ...
Wed, Feb 21, 2024 at 8:55 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