LegalSifter Support

Information on how to create a new Organization record in Contract Logix

Adding a New Organization

Information on and how to create Contact records in Contract Logix

Adding Contacts

Information on and how to add Contact Associations in Contract Logix

Contact Associations

Information on how to enter Contract Dates in Contract Logix

Contract Dates

Information on and how to configure Lookup Fields in Contract Logix

Entering Data in Lookup Fields

Information on and how to manually create a new Contract record in Contract Logix

How to Add a New Contract

Information on and how to archive and restore Contract records in Contract Logix

How to Archive and Restore Records

Information on and how to edit locked fields in Contract Logix

How to Edit a Field that's Locked

Information on and how to create contract relationships in Contract Logix

Linking Contracts (Master - Child Relationships)

Information on and how to update the Stage and/or Status fields in a Contract record in Contract Logix

Updating Stage & Status

Sara Doutt

Knowledge Base Articles on Data Entry in Contract Logix

Data Entry

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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