This guide also applies to on-premise implementations


Title and Copyright Information


1 Introduction

2 Overview

3 Performing Setup Tasks

4 Defining Users

5 Defining Security

6 Defining Sales Resources

7 Setting Up Currencies

8 Setting Up Common Components

9 Customizing Reports and Analytics

10 Understanding Profile Options and Lookups

11 Configuring User Assistance

12 Customization, Extensibility, and Integration

13 Import and Export

14 Define Contracts Common Configuration

15 Define Procurement Contracts Configurations

16 Define Contract Terms and Clause Library Configuration

17 Importing Customer Contracts

18 Define File-Based Data Import

19 Manage Bulk Data Export

20 Appendix: Contracts Setup Checklist