Knowledge Base

Updates

• Microsoft 365 Integration
• Minor Releases
• Major Releases
• Prerelease Notes
• Gift Alert Releases
• Time Tracking Mobile Releases

Basics

• Signing In & Out
• Navigation
• Searching
• Commenting
• Requesting Access
• Dashboard
• Directories
• User Account Settings

Reporting & Tables

• Reporting
• Widgets

Workflows

• Worklist
• Workflow Phases
• Workflow Actions
• Workflow History
• Workflow Attachment Management

Contract Library

• Contract Summary Page
• Summary & Custom Fields
• Critical Dates
• Assets
• Compliance Questions
• Attachment Management
• Permission Overrides
• Archiving a Contract

Administration

• User Profile Management
• Vendor Profile Management
• Provider Profile Management
• Organization Hierarchy Management
• External Link Management
• Approved Language Management
• Workflow Template Management
• Form Template Management
• Custom Field Management
• Document Template Library
• User Groups
• Application Settings

Time Tracking (TERMS 2.0)

• Timesheet Workflow Phases
• Timesheet Workflow History
• Timesheet Administration
• Time Tracking (TERMS 2.0) Mobile App

Conflict Capture

• Conflict Capture Campaign Management
• Conflict Capture Statement Completion
• Conflict Capture Resolution Management
• Conflict Capture Administration

Vendor Pulse Check

• Vendor Pulse Check Campaign Management
• Vendor Pulse Check Survey Completion
• Vendor Pulse Check Survey Review

Appendices

• Accepted File Formats & Limitations
• Character Limits in Fields
• Contract Types & Categories
• Days, Dates, & Time Zones
• Document & Attachment Categories
• DocuSign Settings Recommendations
• External Party Communication
• Library of System Fields
• Organization Tree
• System Requirements
• Text Editor Keyboard Shortcuts
• Toggles
• User Role Matrices
• System Notifications