Contract Management

• Contract Activity Timeline
• Billing and Account Utilization Dashboard
• Contract Analytics in SpotDraft
• Generating and Scheduling Reports from the Repository

• Standard Fields – Historical Contracts Migration
• Testing Smart Data Capture with AI Sandbox
• Writing Descriptions for Smart Data Capture
• Getting Started with the Repository
• How to Search for Contracts
• Using Filters and Custom Views

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• Purchasing and Using Extraction Credits (Legacy)

• Replacing Counterparty for a contract
• Understanding the Counterparties Page in SpotDraft
• Archiving Counterparties in Your Workspace
• Merging Counterparties and Moving Contracts

• Introduction to Task Center
• Ask admin for access