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User views
User views
The following views are available t all users. Dashboard, Contract List, Contract hierarchy, Teams, My Profile
Dashboard
The Dashboard provides you with quick access to highlighted contracts and displays some contract statistics. The following information is shown: Key metrics about contracts Revenue and expenses related to contracts (only available in Essentials and Professional......
Contract List
In this view, all contracts accessible to you are displayed. You can search and filter the list using various criteria. When a contract is clicked in the table, the details of the contract......
Contract hierarchy
In this view, contracts are displayed in a hierarchy based on different attributes. The details of a contract can also be viewed. The view is divided into two sections. The......
Reporting
The Reporting menu provides graphical evaluations of contract data on various report topics. (Professional version only) Under five different ready-made report headings, data can be displayed on the screen according to the relevant criteria (the criteria that can be selected will be......
Teams
This view displays the teams in which the current user is a member. Contract administrators can also create new teams here and edit team members. Please refer to......
My Profile
On this page, you can manage your personal information, profile picture, and settings for email notifications and two-factor authentication. Personal......
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User Interface
First steps in contractSILO
Most important for users
How to
Add a contract
Invite a New User
Managing contracts in a team
Managing Income and Expenses
Use contractSILO optimally
Utilizing the Customer Portal
Important Concepts
Visibility of Contracts
Contract Reminders
Income and Expenses
Favorites
Contract Details
General Information
Important Information
Adding Information with AI
Contract Partner
Duration and Finances
Contract Attachments
Child Contracts
Reminders
Team assignment
PDF Document
Discussion
User views
Dashboard
Contract List
Contract hierarchy
Reporting
Teams
My Profile
Account Settings