Features

Dashboard

• What is my Dashboard?
• Monthly Liabilities
• Monthly Expense
• Monthly Income
• Filter and export the Dashboard
• Filter the Dashboard by Location

Companies

• What are Companies?
• Creating a company
• Creating a company when creating/editing a contract

Contracts

• Creating a contract
• Contract’s Information Box
• Contract Liabilities
• How to quickly copy (duplicate) a contract
• Terminating a contract

eSignature

• How to set-up the DocuSign-Contractpedia integration
• Creating a contract for eSigning
• eSignature list
• eSignature status
• eSignature details
• What is an eSignature envelope?

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Assets

• What are Assets?
• Creating an asset
• How to quickly copy (duplicate) an asset

People

• Creating a person
• Creating a person on other pages
• Connecting a person to a user account

To-dos

• What are Contractpedia To-dos?
• Creating a new to-do
• Creating a to-do when creating/editing a contract
• To-do List and overview
• To-do Categories
• Exporting to-dos

Alerts

• Creating an alert

Scheduled exports

• What are Scheduled exports?
• Creating a scheduled export

Export

• Exporting data to Excel