Follow your contracts from the dashboard

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

The Kontrakter widget lists contracts from Kontrakter, the most recent activity first. Add it like any other widget (Change what your dashboard shows); it is listed when your workspace has Kontrakter and your role can open that page.

Choose which contracts

  1. 1Open Overblik and edit the layout.
  2. 2Open the widget's settings.
  3. 3Under Status, pick one: - Alle: every contract that is not archived, drafts included. - Sendt: sent for signature, not opened yet. - Åbnet: opened, or signed by some but not all. - Kommenteret: the customer has written a comment nobody has resolved. - Afvist: a signer declined. - Accepteret: everyone has signed.
  4. 4Save the layout.

Whose contracts it shows follows the dashboard's choice of people or teams, the same as other widgets: everyone, yourself, chosen people or a team. A contract belongs to its owner, or to whoever created it when no owner is set. Add the widget twice to see, say, declined and commented contracts side by side.

Click a contract to open it.

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