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Managing contracts
How to manage contract lifecycle, activities and reminders.
How can I set document alerts and activity reminders?
How can I set document alerts and activity reminders? Document alerts and reminders help you to manage contract lifecycle activities proactively. You can set document alerts and activity reminders for your archived documents. Users see the upcoming document alerts in their dashboard and users will get email notification prior to the set date. Go to My archive > Select folder > Select document > Add document alert. ![Add document alert](https://storage.crisp.chat/users/helpdesk/website/48
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How can I search the contract I am looking for?
How can I search the contract I am looking for? You can find all your contracts easily with Dealsign's fast and relevant AI-powered full-text search and contract data discovery - it’s like googling for your contracts. Dealsign's fast and relevant AI-powered full-text search and contract data discovery How to search the contracts? ${youtube}[Dealsign AI-powered full-text sear
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How can I organise contracts with the tags?
How can I organise contracts with the tags? Document tags help you to organise your contracts and find them easily. You can set tags for your templates, contracts and archived documents. You can add unlimited number of tags to your contracts. You can manage tags with your workspace so all your contracts can be tagged in the same way by the team members. Go to Workspace > Select workspace > Tags > Add new tag. ![Add new tag](https://s
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Personalized dashboard with team view
Personalized dashboard with team view Stay on top of your company contracting and contract archives. Dashboard shows your contracting status and analytics, team collaboration and personal call-to-action notifications.
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