Settings and Configuration
How to adjust settings and configure Trackado to fit to your needs.
16 articles
Contract, Event and Business Partner Properties and Configuration
All information about the feature and field configuration.
- CategoriesMaintain categories to cluster your contracts and/or events by categories.
- Contract NumberAutomatically create a customized contract number for each contract that is saved to the repository.
- Organizational UnitsUse organizational units to cluster your contracts by department, team group, etc.
- Custom FieldsUse custom fields to maintain contract and business partner data relevant for your specific use case and requirements.
- Mandatory AttachmentsEnforce that a file or link needs to be added to a contract before it can be saved to the repository.
- Reminder Email ConfigurationAdjust and customize Trackado's reminder emails to your requirements.
- Default Reminder SettingsConfigure your default reminder configuration, such the reminder email frequency or the default reminders for the contract lifecycle dates.
- Global Expiry NotificationConfigure an email notification that is sent prior to a contract's end date and that is independent of any event and reminder configuration.
Account, Subscription, Billing & Payment
Settings and features related to your account and subscription.