Account Settings: A Comprehensive Video Guide

Unlock the full potential of your account with our detailed video guide on navigating and customizing the settings of your Contracts Connected account. This tutorial is designed to help you understand and manage the various settings options available, ensuring your account is tailored to meet your project management needs.

Video Overview:

From the dashboard to the depths of account customization, our video takes you through each section of the settings menu. You'll learn where to find and how to update crucial aspects of your account, from profile details to permission settings, ensuring a seamless and efficient management experience.

Exploring Key Settings:

• Profile and Account Details: Learn how to update your login, contact information, and account details, including your payment plan and default account email.
• Company Details: Understand how to input and update your company's licenses, office locations, and other essential information that auto-populates into your projects.
• Employees and Invites: Discover how to manage team members and extend invitations to new internal team members, enhancing collaboration.
• Permission Groups: Get insights into setting permissions for contract approvals and project management, ensuring the right team members have the appropriate access levels.
• Templates and Email Templates: See how to adjust merge fields in your contracts and set up manual or automated reminder emails for subcontractors or vendors.
• Contract and Scope Approvals: Learn about managing approvals for contracts and project scopes, streamlining the review and approval processes.
• Company Types: Find out how to adjust or add new company types to reflect the diversity of your projects and contractual relationships accurately.

Why It's Important:

Effective management of your account settings ensures:

• Your account is accurately configured to reflect your business operations and project management needs.
• Enhanced efficiency and reduced manual work through customized templates and automated reminders.
• Improved collaboration and communication within your team and with external partners.

Conclusion:

This video guide equips you with the knowledge to navigate and optimize your account settings on our Construction Document Management Platform, ensuring that your account is perfectly aligned with your project management style and business needs. By taking control of your settings, you'll streamline your workflows, enhance team collaboration, and ensure your projects are managed with the highest efficiency.

Dive into the video now to start customizing your account for better management and operational success.