Tips and Techniques


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About the Tips and Techniques Forum

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: https://wiki.agiloft.com/. Otherwise, feel free to discuss you…

1 February 5, 2018
Email Hyperlink includes Tab or Field Focus 5 August 22, 2019
Compare portions of text fields in If-Then-Else action 3 August 19, 2019
Drag & Drop files from Microsoft Outlook 11 April 4, 2019
Communications table 'add communication' / notes feature 1 February 19, 2019
Email Communications table settings: include original text in replay 1 January 31, 2019
Year over year reporting 3 January 14, 2019
New time-saving keyboard shortcuts for Agiloft 1 December 27, 2018
DocuSign integration via third-party gateway 1 December 18, 2018
Recommended sizes for new JavaScript charts 1 December 3, 2018
Upcoming enhancement: Heat Maps for visualizing contract status and progress 1 November 15, 2018
Auto Increment Numbering 2 October 31, 2018
Calulated Result and Text Parsing 3 October 19, 2018
Deselect a Previously Selected Choice from A Multi-Choice Field using Actions 2 October 5, 2018
Superscript on Print Templates? 6 October 2, 2018
We need your feedback! What Agiloft GUI updates would you like to see? 19 September 5, 2018
Integration with Oracle E-Business Suite 1 August 30, 2018
IE - Brower Compatibility Issues 3 June 13, 2018
Left pane groupings - customized search 3 June 1, 2018
If-Then-Else Actions 2 April 24, 2018
Entering Renwal Contract Information 3 April 18, 2018
Setting Different Password Requirements for Different Sets of Users 1 April 13, 2018
Using the Correct Operators to Search for Dates or Times in Agiloft 2 April 5, 2018
Sorting Records in Table Views 1 April 3, 2018
Use Checkboxes in Print Templates 1 April 2, 2018
Ensure Signature Blocks, Sections with Tables, and Clauses Stay Together in Print Templates 1 March 30, 2018
Customize the View used to Manage Saved Searches 1 March 29, 2018
How to only show field input instructions in the end user interface 1 March 28, 2018
Convert Numbers to Words in Contracts 1 March 28, 2018
Controlling Number Formatting When Using Formulas in Print Templates and Reports 1 March 26, 2018