Configuration & Administration
Contracts Configuration Checklist - What things do I need to think about before setting this up?
What's the issue you're facing? I'm thinking about setting up my Contracts settings. What are some good idea for things that I need to consider before doing so? Solution Before starting to add new contracts to your account, we recommend checking that ...
How do I access reporting for Contracts?
What's the issue you're facing? How do I access reporting for Contracts? Solution Once your reporting has been set up, reports that are published online can be brought back into the Market Dojo tool and displayed in the ‘Reporting’ tab. Access to the ...
Is there an API integration available for Contracts? If so how do I configure this?
What's the issue you're facing? Is there an API integration available for Contracts? If so how do I configure this? Solution Contract Dojo has an open API, allowing you to easily export your Contract data in real time to a reporting tool of your ...
How do I setup Category Dojo Permissions?
What's the issue you're facing? I've added Categories for my contracts, how do I setup my users permissions for this? Solution In order to be able to view and add categories in Contract Dojo, users will need to have access to the relevant ‘Spend ...
How do I setup my users permissions for the Contracts module?
What's the issue you're facing? How do I setup my users permissions for the Contracts module? Solution By default, no additional user will have access to the Contracts module or to any contracts created by other users. To allow a user to access the ...
Is it possible to configure custom notifications for my Contracts? If so how can I enable this option?
What's the issue you're facing? Is it possible to configure custom notifications for my Contracts? If so how can I enable this option? Solution As standard, all users will receive notifications relating to the expiry date of their contracts. Ticking ...
What is the Contract Dates & Alerts section for in Contracts Settings and how can I configure this?
What's the issue you're facing? What is the Contract Dates & Alerts section for in Contracts Settings and how can I configure this? Solution Fields relating to the contract expiry are selected or deselected in the ‘Contract Dates & Alerts’ section. ...
What is the Custom Fields section in Contracts Settings and how do I confiure this?
What's the issue you're facing? What is the Custom Fields section in Contracts Settings and how do I confiure this? Solution The ‘Custom Fields’ section makes it possible for you to create fields to capture any additional important information that ...
What are Contract user fields and how do I configure them?
What's the issue you're facing? What are Contract user fields and how do I configure them? Solution Currently there is only one setting in the ‘Contract User Fields’ section. Here you can select whether or not you would like your users to be able to ...
How do I configure the Contract Value settings within Contract settings?
What's the issue you're facing? How do I configure the Contract Value settings within Contract settings? Solution In the ‘Contract Value’ section you can set the details relating to figures that will be shown on the New Contract page. Here you can ...
How do I configure the Basic Details when setting up my Contracts settings?
What's the issue you're facing? I'm trying to configure the basc details within Contract Settings. What can I configure here and how do I do this? Solution The ‘New / Edit Page’ settings allow you to select which details users will be required to ...
How do I configure the Contract Summary / Listing Page settings?
What's the issue you're facing? Whilst configuring my Contracts Settings, how to I configure the listing page (Contract Summary page) settings? Solution At the top of your Contracts Settings page you will find your ‘Listing Page’ Settings. Here you ...
How do I start configuring my Contracts settings?
What's the issue you're facing? I'd like to start configuring my Contracts solution. What things do I need to think about and how do I start setting this up? Solution Before you get started using your Contract Dojo account, it’s important that you’ve ...
What is Contract Dojo?
What is Contract Dojo? Contract Dojo is a Contract Management tool offering users the ability to store, manage and archive all contracts and documents in a secure repository. The tool allows users to instantly view, update and share important ...