• Creating a Transaction from a Contract

  Creating a Transaction from a Contract Creating a Transaction from an Uploaded Contract is a painless process. To initiate the transaction, click on the (ADD NEW TRANSACTION) button at the top of the Transactions or Tasks page. Provide a Transaction Name Choose the Type Select a Workflow Upload the Executed Contract along with any important addendums - attached as a siFeatured

• Understanding Detail Box Sets

  Understanding Detail Boxes What Are Detail Boxes? Detail Boxes represent a piece of information in a Transaction. They can include any date, text-based information, or currency amount, that you wish to track. Instead of manually inputting all of this information from every contract, we can train our AI to specifically read and extract information from your contracts and auto-fill each of these boxes, when applicable. (https://storage.crisp.chat/users/helpdesk/website/f43f5eFew readers

• Building a Workflow for Contract Dates

  In order to make your contracts come to life, it is recommended that you build a Workflow around the dates of the contract, in order to establish a full-service process to follow that allows for consistent communication and avoids missing important deadlines. There are 3 options for implementing workflows into your business. Key Dates Only Workflow - this workflow consists of only those Detail Boxes that are associated with a Date within an AI Trained Detail Box Set Create a New WorkfFew readers