Welcome to Dolphin Help documentation!¶
Contents:
- What’s New
- Previous Releases
- Dashboard
- Alerts
- Choice Fields
- Companies
- Contract Audit
- Contract State Changes
- Contract Types
- Contracting
- CRM Integration
- Dolphin User Types - Contracts
- Dolphin User Types - System
- Import Companies Tool
- List View in Repositories
- Multiple Currencies
- Select base currency during the provisioning process
- Add or Remove contract currencies from the settings page
- Changing the base currency through the settings page
- Select appropriate currency via contract edit page
- Select currency for a contract through a contract document
- Select appropriate currency via contract wizard.
- Permissions
- Quick Parts
- Reporting
- Required Template Fields
- User Management
- Commenting on Contracts
- Change Date Format
- Send Alerts to external parties
- Configure Alert sending time
- Change Company Logo
- Contract Filtering
- Contract Requests
- Commenting on Contract Requests
- Multiple Instances
- Search Contracts and Companies
- Teams
- Custom Reports
- Contract Bulk Upload
- Delete Template Properties
- Contract Approval Workflow
- Introduction
- Defining steps for approval workflows
- Assign a review team to a contract
- Moving a contract to “Internal Review” state
- Notifications to members in the approval flow
- Navigation of a team member to a contract in review state
- “Contract Tab” of a contract in Internal Review state
- “Properties Tab” of a contract in Internal Review state
- “Attachments Tab” of a contract in Internal Review state
- “History Tab” of a contract in Internal Review state
- Approve a contract in review state
- Reject a contract in review state
- Updating “Contract Manager” during review
- Cancel a contract in review state
- Completing a contract in review state
- Changing a contract to “External Review” state after completion of internal review
- Changing a contract to “Pending Sign Off” state after completion of internal review
- Changing a contract to “Signed Off” state after completion of internal review
- Adding Additional Users to Approval Flow
- Override an Approver by the Contract Manager
- Contract Import Tool
- Contract Linking
- Obligations
- Permission Rules
- Workflow Rules
- Workflow Reminder and Escalation Alerts
- Email Approval