Managing executed Clickthrough agreements in the repository
Learn how to seamlessly view and manage executed Clickthrough agreements on the repository
What is a Clickthrough Repository?
The Clickthrough repository is a centralized place on SpotDraft to effortlessly manage all your executed agreements.
Things to know
Contract Type for Clickthrough | Contract types for Clickthrough are the same thing as Clickthrough Packets. You can access it under the manage section inside SpotDraft. |
📖 Navigating to the Clickthrough repository
- From the Side Navigation Menu, go to
Contract Repository
and selectClickthrough Contracts
📖 Viewing the Clickthrough repository
- You will be able to see the executed Clickthrough contracts. By default you will be able to see title, contract type, business user and status of the Clickthrough executed contract.
Tip: You can choose which columns to display in the Clickthrough Repository in the Manage Columns section. Refer to this article to learn how to use Manage Columns
Tip: You can add Clickthrough Key Pointers as columns within the Clickthrough Repository. Refer to this article to learn how to set up Key Pointers for Clickthrough.
❓FAQs
I am unable to view contracts in the Clickthrough repository
This is due to access-related issue for Clickthrough Packet. To view the executed Clickthrough contracts, follow these steps.
- Go to
Settings > Access Control
- Go to
Contract Types
- Add the name of the person who wants to view the contract as a
Viewers
and then click onSave
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