Videos

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

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Sections

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

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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

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