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  1. Zen Contract
  2. Videos

Videos

A collection of support videos to help you with onbording

Getting Started

  • Step 1. Add Your Organization Details
  • Step 2. Connect to Autotask (for Autotask Premium Zen)
  • Step 3. Invite Users and Assign Permissions
  • Step 4. Create a Section
  • Step 5. Create a Template
  • Step 6. Get in Touch

Autotask Integration

  • Autotask Integration Overview
  • Signing up to Autotask Premium Zen
  • Setting up your Autotask API user account
  • Connect the Autotask API to Zen Contract
  • Autotask Get Quote Feature
  • Sync Autotask Opportunity

General

  • The Help Button
  • Signing a Document - Customer Point of View
  • Document Version Control
  • Creating Workflows with an Automated Email
  • Archiving Documents
  • Tax Settings

Settings

  • Organization Details
  • Billing Details
  • Users and Groups
  • Inviting Users
  • Finance Rules
  • Set Tax Region
See all 7 articles

Sections

  • What are Sections?
  • Setting up Section Categories
  • Create and Edit Sections Overview
  • What are Prompts?
  • Inserting System Prompts
  • Inserting User and Customer Prompts
See all 15 articles

Templates

  • What are Templates?
  • Creating Templates
  • Editing Templates
  • Advance Settings in the Template Builder
  • Read Only and Mandatory Fields
  • Assigning Templates to Users or Groups
See all 14 articles
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