Using ZenContract

Explaining the terminology
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. Page A page is...
Thu, 16 Mar, 2017 at 5:12 PM
Dashboard
The dashboard gives you a complete overview of all the documents you are working on and what stage they are at. You can also view this through the Documents...
Fri, 17 Mar, 2017 at 10:29 AM
Viewing and adding new Documents
View documents On this page, each column can be sorted by clicking on the column title.  Clicking a second time will sort the column in the reverse order. ...
Fri, 17 Mar, 2017 at 10:55 AM
Pricing Widgets inside Documents
Pricing widgets are a list of items/groups that can be organised into sections with prices next to each one.  Each line can be set as a one-off (for example...
Sun, 18 Mar, 2018 at 9:28 PM
Adding a new Customer
When creating a customer, at least one contact’s details must be provided.  This contact will be marked as the default contact for that customer. To cha...
Fri, 17 Mar, 2017 at 11:01 AM
Customers and Tax Regions
Depending on your locale, tax regions can be setup and specified on a per customer basis. Before you can specify a tax region for a customer, the tax re...
Fri, 17 Mar, 2017 at 11:02 AM
Viewing customers
To view all of your customers, click Customers in the top menu, then Customers.  To filter them alphabetically, click one of the letters at the top of the s...
Fri, 17 Mar, 2017 at 11:04 AM
Pricing Library
The pricing library lets you save commonly used pricing line items to a library that can quickly be retrieved on the pricing widget. 1. To setup a prici...
Sun, 18 Mar, 2018 at 9:28 PM
eSignature Legality
ZenContract eSignature validation process Intent to sign – ZenContract requires the customer enter a reason for signing the document to capture the cust...
Sun, 29 Oct, 2017 at 8:00 AM
Template headers and footers
Headers and footers can be setup with a particular template.  New accounts come with one header and one footer already created.  To modify the header/footer...
Thu, 15 Mar, 2018 at 5:02 PM