Admin
Deleting a party
For deleting parties you need editor or admin licence with "can manage parties" permission
Account
Default settings for new users
View available licenses and choose default settings for new editors in the account settings.
Account
How to change the configuration for quick and automatic reminders
Reminder settings In this tab you can define what kind of reminders are proposed, when the user click the 'clock' icon in any date…
Account
Setup user limits for new users
View available licenses and choose default settings for new editors in the account settings.
Account
Configuring custom metadata
Create custom contract metadata attributes and edit the metadata layout. You can also create several metadata layout types for different kinds of contracts.
Admin
Tag management (admin only)
Tags are key words that you can attach to contracts and you can use filters to find documents with searched tags.
Admin
User management (admin)
In user management admins can add new users, edit or delete existing users, search and view users, manage user’s binder rights, create user groups and download binder access report.