Getting Started
- Step 1. Add Your Organization Details
- Step 2. Integrate with Autotask, Connectwise and Microsoft
- Step 3. Create a Contact with no PSA Integration
- Step 4. Create a Section
- Step 5. Create a Template
- Step 6. Creating and Sending a Contract
Settings
- Organization Details
- Billing Details
- Invite Users and Assign Permissions
- Users and Groups
- Finance Rules
- Tax Regions and Settings
Autotask Integration
ConnectWise Integration
Microsoft Integration
General
- MSA Manager
- Signing a Document - Customer Point of View
- How to Create Reminders in ZenContract
- How to Transfer Email Content between Templates
- How to Copy and Paste in the ZenContract Editor
- How to add Contract Start Date & Contract End Date Prompts
Sections
- How to Edit a Section inside a Template
- What are Sections?
- Setting up Section Categories
- Create and Edit Sections Overview
- What are Prompts?
- Inserting System Prompts
Templates
- What are Templates?
- Editing Templates
- Advance Settings in the Template Builder
- Read Only and Mandatory Fields
- Assigning Templates to Users or Groups
- Assigning the Authorized Counter Signature for a Template