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How do I manage Sign Work Status List in Contract Management(Engine Centre)?

Table of Contents :

How do I view Read & Sign Work Status List?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab.  
3. Click on Engine Centre button.
4. Hover on the Controls and Click on Manage Read & Sign Work Status List option. It will open new window of Manage Read & Sign Work Status List.  
5. Select Client from list. It will load data into grid.  

How do I edit Read & Sign Work Status List?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab.  
3. Click on Engine Centre button.
4. Hover on the Controls and Click on Manage Read & Sign Work Status List option. It will open new window of Manage Read & Sign Work Status List.  
5. Select Client from list. It will load data into grid.  
6. Select Work Status that you want to edit.  
7. Click on EDIT button.  
8. Edit Status Title and relevant details.
9. Click on SAVE button.  
10. It will show you pop up message. Click on OK button.  

How do I view Audit Trail?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab.  
3. Click on Engine Centre button.
4. Hover on the Controls and Click on Manage Read & Sign Work Status List option. It will open new window of Manage Read & Sign Work Status List.  
5. Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
6. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.  
7. Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.  

How do I export Audit Trail?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab then Hover over the Legal and Financial Centre and Click on Contract Management tab.  
3. Click on Engine Centre button.
4. Hover on the Controls and Click on Manage Read & Sign Work Status List option. It will open new window of Manage Read & Sign Work Status List.  
5. Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
6. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.  
7. Click on Export button.  
8. It will show you Popup asking whether you want to open or save file.  
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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