Contract Template Admin: Overview, Documents, and Team

Languages:  


Date:

Gain a better understanding of the overview section when working in a contract template while also learning a few best practices for using documents and managing them within the contract workspace. Topics include:

  • understanding what’s on the overview tab, how to manage template versions, and how to test templates
  • managing the documents tab
  • folder structure
  • uploading and maintaining documents
  • understanding the difference between flat and assembled documents, and how they behave in the documents area
  • teams tab
  • project groups
  • roles
  • best practices

Prerequisites: Creating a Contract Workspace and Managing a Contract Workspace

4692
contract-template-admin-overview-documents-and-team
Contract Template Admin: Overview, Documents, and Team
12/11/2014
contract-management
english
buy
youtube-video
YouTube Video
false