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How to Update Contracts in Gridlex Zip?
Welcome to our comprehensive guide on how to update contracts in Gridlex Zip. Contracts are an imperative part of many business dealings, and keeping them current and accurate is essential. Whether you're extending dates or making minor modifications, Gridlex Zip is designed to make this process seamless. This guide will walk you through the simple steps to update or edit a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the contract's name you wish to update or edit. Step 3: Make the required changes, scroll to the bottom and click ‘Update Contract’ Note: To understand the various fields on this page, please refer to this guide: How to Create Contracs in Gridlex Zip? Note: To view the history of the changes made to the contract, please refer to this guide: How to View Contracts History in Gridlex Zip? Congratulations! You have now learned how to update a contract in Gridlex Zip.
Published | Aug. 24, 2023, 12:43 p.m.
How to View Contract History in Gridlex Zip?
Welcome to our comprehensive guide on how to view contract history in Gridlex Zip. In this guide, we'll walk you through the simple steps to view the contract history, ensuring you comprehensively understand past interactions and changes made to a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the specific contract name whose history you wish to view. Step 3: Click on ‘Contract History’ located at the top right. This action will take you directly to that contract’s history page. Step 4: On this page, scroll to view the changes made to the contract. Any modifications will be distinctly highlighted in yellow for easy identification. Furthermore, you can also view the name of the user who made the changes along with the date. Congratulations! you have now learned to view contract history in Gridlex Zip.
Published | Aug. 24, 2023, 5:59 a.m.
How to Hide or Delete Contracts in Gridlex Zip?
For those who want to manage their contracts more efficiently in Gridlex Zip, this guide provides a clear set of steps to either hide or delete them as needed. Step 1: Log in to your Gridlex App Suite account and click on the "Contracts" option under the Zip tab. Step 2: Once you are on the contracts page, locate the three dots icon on each column. Clicking on this will reveal a dropdown. Note: The "Action" column is enabled by default. To locate the Hide and Delete options, you’ll need to scroll towards the extreme right of the page. For more in-depth guidance, read this guide on how to utilize the listing page to view data. Step 3: In the dropdown, search for the “Action” option. Click “Apply” to add the Action column to your view. Step 4: Look towards the extreme right side of your screen. You'll find a newly added column labeled “Action”. In this column, you’ll see two options: “Hide” and “Delete”. Click on the desired action for the specific contract you wish to manage: Hide: This will remove the contract from the default view but won't delete it. To view contracts that you've hidden, look for the "saved views" option at the top of the page. From the dropdown menu, select "hidden contracts" to see all contracts that have been set to hidden. Delete: This will permanently remove the contract. Please be sure before deleting.It's vital to act with caution when choosing to delete contracts. Once a contract has been deleted, it cannot be restored or retrieved. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 24, 2023, 11:36 a.m.
How To Create a Contract in Gridlex Zip?
Follow these steps to create a contract in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click on the "Contracts" option under the Zip tab. Step 2: From the navigation bar, click on “Create New Contract.” Step 3: Select a Contract Template and fill in all the required fields, i.e., Contract Name, Contract Start Date, Contract Items, Contract Description, etc. Step 4: Now, scroll down to associate or add Contract Counterparties to the contract. Find the counterparty by searching for organization ID, name, address, or any other details and click 'Associate.' This action adds all the relevant counterparty information to the contract for easy viewing. Note: A contract counterparty refers to the organization you are entering into the contract with. Step 5: Similarly, you can associate any other organizations that are relevant to the contract by searching the organization ID, name, address, or any other details and clicking on “Associate.” Step 6: You can also associate/add important counterparty contacts to the contract. To do so, search for the contact name, phone number, email, ID, or any other details and click on “Associate.” Step 7: In the same way, if you want to associate specific users with the contract, you can quickly search for their email IDs and add them. Note: A user refers to an individual from the enterprise that is drafting the contract. You can associate as many users as you need to a contract. In case a contract template has associated users, they will be automatically added in this section when you create a contract with that template. However, you will still be able to remove them if you want. Refer to the screenshots below. Step 8: If any other contract is related to the contract you are creating now, you can search for the contract name and select it to associate it with the current contract. For instance, here, “Quality Control Contracts” is related to “Distribution Agreement,” so we have associated it in the contract. Step 9: You can also associate specific units with the contract by searching for the unit name and selecting it. Note: In case a contract template has associated units, they will be automatically added in this section when you create a contract with that template. However, you will still be able to remove them if you want. Step 10: If you have any tickets that are related to the contract you are creating, you can associate them by searching the ticket subject and selecting them. Step 11: After you’re done with associations, scroll down to the “Additional Information” section and fill in all the necessary details. Please remember that section names and section information change based on the contract template you chose. Contracts can be created with or without any sections. Note: If your contract template has default values, then the section field information is automatically added. However, if you want to modify the section, you can do so by editing each field separately or clearing the entire section by clicking the “Clear Section Fields.” Step 12: Once you are done adding all the details, click on “Create Contract.” You have successfully created a contract in Gridlex Zip. Your contract is now ready for use, and you can update it whenever needed. If you encounter any difficulties or have questions, feel free to reach out to Gridlex support at apps@gridlex.com.
Published | Sept. 4, 2023, 11:14 a.m.
How to Convert a Record Into a Contract in Gridlex Zip?
Welcome to our guide! In Gridlex Zip, it’s easy to transform user-submitted records into contracts. This ensures a fluid transition of important information from the record directly into your new contract. Let’s dive into the step-by-step process. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: From the list of available records, select the specific record you wish to transform into a contract. Step 3: Look for the ‘Convert to Contract’ option located at the top right corner and click it. Note: The 'Convert to Contract' link will only be visible if the model of the record is configured to display it. Step 4: Upon initiating the conversion, various fields within the contract form will be automatically populated based on details from the record. For instance: Record Subject becomes the Contract Name. Record Description translates to Contract Description. All Attachments within the record are imported. Record Associations are also brought in. Refer to the screenshot below. Record Subject: Record Description: Attachments: Record Associations: Note: Data from the record is directly transferred into the contract's sections when the section names in both record model and contract template match and the fields are the same. Step 5: As you continue scrolling down, you'll come across the Section Fields. These fields, mapped to your chosen contract template, are pre-filled for your convenience. Step 6: Fill in the details for custom fields and once done, click “Create Contract.” Now your record in converted to contract. Note: To learn how to create contracts in Gridlex Zip follow this guide: How to Create Contracts in Gridlex Zip? Congratulations! You have now learned how to convert a record into a contract. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2:29 p.m.
How to Create a Saved View in Contract Listing in Gridlex Zip?
Welcome to our tutorial on how to create a saved view in contract listing in Gridlex Zip. In this tutorial, we'll guide you step-by-step on how to save specific views for your contract listing page. Step 1: Log in to Gridlex App Suite and click ‘Contracts’ under the Zip section in the navigation menu. Step 2: Make changes as per your requirement on the contracts listing page, Step 3: Click ‘Save View’ Step 4: Managing saved view access 1. To share the saved view access to all users, check the ‘Share with Zolan International Entity (Live)’ box. Note: ‘Zolan International Entity’ is only an example. You will see the entity you’re part of here. 2. To restrict the saved view access to units of your choice, select "Share with specific Units only" and choose the users you wish to share the saved view with. 3. To restrict the saved view access to users of your choice, select "Share with specific Users only" and choose the users you wish to share the saved view with. 4. Check the ‘Keep Private - Just for me’ option to save the view for only yourself. Once you make the desired selections, click ‘Save’ to create the saved view. Note: You can also set a view as default by checking the ‘Set as Default’ box. The default view will automatically display when you access the contracts listing page. Congratulations! You have now learned how to create a saved view contract listing in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:48 a.m.
How to View Contract History in Gridlex Zip?
Welcome to our comprehensive guide on how to view contract history in Gridlex Zip. In this guide, we'll walk you through the simple steps to view the contract history, ensuring you comprehensively understand past interactions and changes made to a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the specific contract name whose history you wish to view. Step 3: Click on ‘Contract History’ located at the top right. This action will take you directly to that contract’s history page. Step 4: On this page, scroll to view the changes made to the contract. Any modifications will be distinctly highlighted in yellow for easy identification. Furthermore, you can also view the name of the user who made the changes along with the date. Congratulations! You have now learned to view contract history in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:45 a.m.
How to Manage Contract Permissions in Gridlex Zip?
Welcome to our tutorial on managing Contracts permissions in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click ‘Contract Settings’ under the Enterprise Admin section. Step 2: Click ‘Manage Permissions’ under the Permissions section Step 3: Click on the unit name that you want to manage permissions for. Note: You can click ‘View Users’ to map users to a Unit. Step 4: Mapping Settings Permissions On this page, you can manage whether the selected unit can create, delete, edit or view contract templates. Check the desired boxes and ‘Click Save Step 5: Mapping Module Permissions On this page, you can manage whether the selected unit can create, delete, edit, hide or view contracts. You can also manage these user permissions for each contract. Check the desired boxes and click ‘Save’ Congratulations. You have now learned how to manage contract permission in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:45 a.m.
How to Utilize Contract Listing Page?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. The contract listing view is designed to streamline these tasks, offering an intuitive interface and powerful features that adapt to your unique needs. This tutorial will walk you through the following: The "Columns" feature The "Filter" feature The "Set Column Position" feature The “Export to Excel” feature Additional features Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Click on the three-dot menu to reveal the column settings. Step 3: You can see multiple options here, starting with sorting the contracts in ascending or descending order; this will sort the listing view based on the column of your choice. Features: How to use the ‘Columns’ option? Under the 'Columns' option, you can check the desired columns that you want to be displayed and click 'Apply.' You can reset the displayed columns to default by clicking ‘Reset.’ Note: You can drag and drop a column to change its position. How to use the ‘Filter’ option? This option lets you filter your listing view based on keywords of your choice. Enter the keywords, select the desired criteria from the dropdown menu, and click ‘Filter.’ You can clear any filter you have applied by clicking ‘Clear.’ Note: You can also clear all filters by clicking ‘Clear Filters’ on the listing view screen. How to use the ‘Set Column Position’ option? You can click ‘Stick Column’ to pin one or more columns of your choice, always to be displayed regardless of scrolling. You can click ‘Unstick Column’ to release the pinned columns. How to use the “Export to Excel” feature? Click ‘Export to Excel’ to export the listing view to a spreadsheet. The spreadsheet will be downloaded to your computer. The exported spreadsheet will reflect the selected filters, columns you have chosen, and column positions. Additional Features in the Listing View: You can click and drag a column's border to resize it to your desired width. To save the selected view just for yourself, choose the 'Keep Private' option and then click 'Save.' If you want the saved view to be visible to others, pick your preferred visibility option from the checklist. Note: Please refer to this guide for more information on saved views: How to Create a Saved View in Contract Listing in Gridlex Zip? Note: The ‘Hide’ option in the ‘Action’ column is similar to ‘Delete.’ However, you can retrieve hidden contracts by contacting app@gridlex.com. Congratulations! You have now learned how to utilize the contract listing view in Gridlex. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 5, 2023, 7:36 a.m.