Tips and Techniques

About the Tips and Techniques Forum (1)

This category is used to discuss tips and techniques related to using Agiloft. For tips and techniques by the Agiloft Implementation team, refer to the Wiki: Otherwise, feel free to discuss you…

Drag & Drop files from Microsoft Outlook (11)
Communications table 'add communication' / notes feature (1)
Email Communications table settings: include original text in replay (1)
Year over year reporting (3)
New time-saving keyboard shortcuts for Agiloft (1)
DocuSign integration via third-party gateway (1)
Recommended sizes for new JavaScript charts (1)
Upcoming enhancement: Heat Maps for visualizing contract status and progress (1)
Auto Increment Numbering (2)
Calulated Result and Text Parsing (3)
Deselect a Previously Selected Choice from A Multi-Choice Field using Actions (2)
Superscript on Print Templates? (6)
We need your feedback! What Agiloft GUI updates would you like to see? (19)
Integration with Oracle E-Business Suite (1)
IE - Brower Compatibility Issues (3)
Left pane groupings - customized search (3)
If-Then-Else Actions (2)
Entering Renwal Contract Information (3)
Setting Different Password Requirements for Different Sets of Users (1)
Using the Correct Operators to Search for Dates or Times in Agiloft (2)
Sorting Records in Table Views (1)
Use Checkboxes in Print Templates (1)
Ensure Signature Blocks, Sections with Tables, and Clauses Stay Together in Print Templates (1)
Customize the View used to Manage Saved Searches (1)
How to only show field input instructions in the end user interface (1)
Convert Numbers to Words in Contracts (1)
Controlling Number Formatting When Using Formulas in Print Templates and Reports (1)
Use the Activity Log Table to Track Logins, Logouts, and Other System Changes (1)
Formula Operators Cheat Sheet (1)