Platform overview

Dashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts

37 articles

Contract management and Archive

What you can do within your Contract management (Enterprise plus plan) and in your Archive (Up to plan Professional)


How to upload a document to Contract ManagementA guide on how to upload a document to Contract Management
How to download your signed documents in your Contract managementHow to download your signed documents in your Contract management
How to search for documents in Contract ManagementHow to add filters and find documents in Contract Management
How to edit a document in Contract ManagementHow to edit a documents start/end date, value and owner
How to create and edit folders in Contract ManagementHow to create and edit folders in Contract Management
How to add tags on a document in Contract ManagementHow to add tags on a document in Contract Management
How to add a reminder on a document in Contract ManagementAdd a reminder for a contract
How to move a document to a folder in Contract ManagementMove a document to a folder in Contract Management
How to delete a document from Contract ManagementDelete a document in your Contract Management
How to download your signed documents in your archiveDownload your signed documents from the Archive
How to upload a document to your ArchiveUpload a document to your Archive
How to move a document to a folder in the ArchiveMove a document to a folder in Archive
How to delete a document in your ArchiveDelete a document from your Archive
How to create and edit folders in ArchiveHow to create and edit folders in Archive