Agiloft tutorial

General Staff Tutorials. Contract Management Tutorials. Service Desk Tutorials. What does agiloft do? We recommend that new customers begin here.

We are adding tutorials all the time, so check back occasionally to find new materials. Brief tutorial for setting up power user profiles and maintaining personal settings. Power Users and End Users.

Knowledgebases and FAQs. The following pages contain a tutorial aimed at getting you started with creating a portal from scratch. Some basic HTML knowledge is useful, but not absolutely necessary. If you’re already familiar with our software, you can use the search function to find to more complex questions. Our applications require no custom coding, which allows you to quickly create fully automated systems designed specifically to fit your company’s needs.

We cut that cost by about , and that just frees us up. I can review and approve contracts anywhere now. They get processed more quickly. We can move our programs more effectively.

Nancy Haussler Chief Financial Officer, Houston-Galveston Area Council. Graphical Workflow Editor Tutorial Design your process flow with actions and validations using our drag-and-drop workflow editor. To access My Profile, expand the left pane and select it from under the Home section. This tutorial explains the. Agiloft solved all those problems for us.

The graphical interface provides the ability to map your process flow and automate assignments and notifications, ensuring. How to Pay Off your Mortgage in Years - Duration: 25:38. The Kwak Brothers Recommended for you. They’d prefer to create the company, then create the contract request.

I checked and the End User group has access to creating companies, but I can’t make the “new” button show up on the “View all companies” search screen or to have Company be an option when they hover over the New button at. Please review the view permissions for the groups(s) that the external user in question has assigned. In our organization, some groups need more access than others.

Some need to be able to view our contracts, and some need to participate in negotiations, approvals, signing, etc. Having all the company agreements at my fingertips has been fantastic! The implementation went very smooth and we are starting to implement new features (enhancing our clause library and providing access to 3rd parties to create their own agreements). It is able help you improve performance, communication, and efficiency across your company and provide a highly versatile and configurable framework to automate and handle your operations.

The purchase of the online tool was a collaborative effort that drew on the knowledge of. The primary owner is our department which is the managed care department of our health system. We work with legal, compliance, risk and security during the workflow of the contract. Your only limits are your imagination. The product comes with out-of-the-box applications already setup which makes it easy to get started.

Compare real user opinions on the pros and cons to make more informed decisions. There is a free version. Sets the RazorLangVersion property to 3.