9. How to...

Getting Started

 This session gives the User hints on how to accomplish each action on CMx.

a. How to work on Manage Contracts in CMx?

b. How to Create Contract in CMx?

c. How to Delete a Contract?

d. How to do Advanced Search in CMx?

e. How to Import Contracts to CMx?

f. How to Export Contracts from CMx?

g. How to Restrict Access At Contract Level?

h. How to Sent a Contract for Internal Review?

i. How to Create/Update/Delete Approval Workflow?

j. How to Create/Edit/Delete Contract Types?

k. How to Create/Edit/Delete Custom Field Form?

l. How to Add/Edit/Delete Contracting Party?

m. How to set up Contracting Party Type in CMx?

n. How to Set up a Contract Template in CMx?

o.How to Access Clause Library?

p. How to work on Clause Category?

q. How to Create/Update/Delete a Department?

r. How To Create/Update/Delete Locations in CMx?

s. How to Setup a new user in CMx?

t. How to set Roles for Users?

u. How to Manage Permission Schemes in CMx?