We highly recommend you read this post thoroughly as it will give you a good idea of how the system works, and what each part is called.
A page is exactly that - a page of information. It can be your terms and conditions, an about us page, or a standard cover letter - anything that you use regularly when communicating with your customers.
A template is a collection of pages. You can have a library of different templates for different situations, and these can have some of the same pages but also have pages that are unique to just that template.
For example, your terms and conditions page will be standard across all your customers, so that can be included in every template. The rest of the template, however, may have different pages based on the customers that the template is being created for.
User Defined Prompts (UDP)
These are specific pieces of information that either the user needs to fill in when creating a document or a customer needs to complete when signing off a document.
For a user, this could be an internal project code or the name of the project manager who will be looking after the project. For a customer, this could be their job title or their approval code for that document.
To help you keep track of your library of templates and pages, they can be organised into categories. The system has four standard categories which cannot be renamed or deleted.
A pricing widget is a list of one-off or recurring costs to the customer.
Documents are what is sent to your customers. The document is based on a template, which is itself made up of pages. Documents can have multiple versions based on changes you’ve made (your customers will only sign off the most recent version) and pages within the document can be moved or even deleted if you have specific requirements (these changes won’t affect the main template).
A document can have a design sign off required (a designer in the business may need to check the document before it’s sent out to make sure the formatting is standard) or if particular business rules are triggered, someone higher up in the business may need to approve the document before it’s sent to the customer.
A user is someone who has a login and password to access ZenContract.
A user group is a collection of users who have a level of status in ZenContract. User groups are for when a document needs a design sign off or a financial sign off. User groups can consist of one person or many people.
When a document is signed off, only one person from that group is required to sign it off.