Welcome to Dolphin Help documentation!

Contents:

• What’s New
  • Release 68
  • Release 67
  • Release 66
• Previous Releases
  • Release 65
• Dashboard
  • Dashboard tiles list
• Alerts
  • Generate notifications for changing default reminder dates
  • Generate notifications for obligation reminders
• Choice Fields
• Companies
  • Companies Jump List
• Contract Audit
• Contract State Changes
• Contract Types
  • Download the Template document
• Contracting
  • Contract Creation
  • Editing a contract document
  • Editing contract properties
  • Upload Contract Document
  • Upload Contract Document using Drag and Drop
  • Contract Attachments
  • Required Field Validations
  • Document Swapping
• 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
  • How to add or remove users from permissions.
  • Default permissions on contracts.
  • Assign editors and readers
  • Removing the Managers Group from the Contract
  • Permissions Hierarchy
• Quick Parts
  • New Company Quick Parts
• Reporting
• Required Template Fields
• User Management
• Commenting on Contracts
• Change Date Format
• Send Alerts to external parties
  • Contract Deletion Alerts
• Configure Alert sending time
• Change Company Logo
• Contract Filtering
  • Filter Contracts By Jurisdiction
  • Contract Filtering Enhancements
  • Filter Contracts with Date Range
  • Filtering By Additional Properties
• Contract Requests
  • Create Contract Request
  • Approve/Reject Contract Requests
  • Functionality of the search option
  • Contract Request User Management - Removing and Downgrade users
  • Contract Request Alerts
  • Contract Request Routing
• Commenting on Contract Requests
• Multiple Instances
• Search Contracts and Companies
• Teams
  • Enable Teams
  • Creating a team
  • View available teams
  • View Teams
  • Assign Team Permissions
  • Update a Team
  • Removing a user from Dolphin that belongs to one or more teams
  • Delete Teams without any Contract Associations
  • Deleting a team that has association with Contracts
  • View team audit log
• Custom Reports
  • How to create custom reports
  • How to view reports created by you
  • How to update a report
  • How to delete a report
• Contract Bulk Upload
• Delete Template Properties
  • How to delete properties
  • Effects of deleting 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
  • Using Contract Import Tool
  • Steps for Uploading
  • Validations
• Contract Linking
  • Adding a linked contract
  • Navigating to a linked contract
  • Removing a linked contract
  • Effect of changing the associated company
• Obligations
  • Recurring Obligations
  • Navigating to a contract via the email link
• Permission Rules
  • Creating a Rule
  • Viewing Rules
  • Editing a Rule
  • Deleting a Rule
  • Applying Permissions
  • Creating a Contract
  • Rule Precedence
  • Editing a contract
• Workflow Rules
  • Creating a Workflow Rule
  • Viewing Workflow Rules
  • Editing a Workflow Rule
  • Deleting a Workflow Rule
  • Workflow Rule Precedence
  • Workflow Rule Approvers in Contract Workflow
• Workflow Reminder and Escalation Alerts
• Email Approval
  • Enable Email Approval
  • User Receiving a Contract Approval Notification Email
  • Approving/Rejecting a Contract via Mobile
  • Email Approval Default Identity