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How to

This is the section where you can find information on how to use the basic components of contractSILO. In this section, you will learn about all the features of contractSILO.

Add a contract

To add a new contract, click on the "Add Contract" button in the title bar. It will automatically switch to the Contract List view and open the New Contract pop-up window. ...

Invite a New User

To perform this task, you must be assigned as Account Administrator and be subscribed to at least the Essentials version of contractSILO. Switch to the Account settings view and select......

Managing contracts in a team

This function is available in the Professional version. Teams are used in contractSILO to control the visibility of contracts. A contract is assigned to one or more teams, and users are members of one or more teams. A user can see all contracts that are assigned to at least......

Managing Income and Expenses

Contracts are typically associated with payments. Either you receive money when you provide the service specified in the contract, or you have to pay for a defined service in the contract. A contract can also be independent of payments, in which case the contract is not considered in......

Use contractSILO optimally

Here are some suggestions on how to make the most of the software: Utilize Help and Documentations Utilize Teams (only available in Professional......

Utilizing the Customer Portal

Utilizing the Customer Portal In the customer portal of contractSILO, you can access the data related to your subscription, invoices, credits, and your payments. Only the person who set up the contractSILO account can access the customer portal.......