These self-paced tutorials help you get the most out of Agiloft and demonstrate new capabilities that you might not be aware of. You can find more information on these and other topics in Agiloft online help.

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Contract Management Tutorial Videos

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Creating a new Contract Record Tutorial describing how to create a new contract record. (3:22)
Creating a Contract Document Tutorial describing how to create a contract in Word or PDF format from a contract template. (2:23)
Creating a Renewal Contract Tutorial describing how to create a renewal contract record. (2:33)
Create Related Contracts Tutorial describing how to create a related contract record. (2:25)
Submit Contracts for Review Tutorial describing how to submit a contract for review. (0:55)
Creating Approvals Tutorial describing how to create contract approval workflows and launch them. (3:04)
Approving a Contract Tutorial describing how to approve a contract. (3:13)
Emailing from a Contract Record Tutorial describing how to email a contract and associated data to internal employees or external contacts. (2:21)
Creating a New Counter Party Company Tutorial describing how to link a company as a contract party while creating or editing a contract. (1:40)
Creating a new Contract Party Contact Tutorial describing how to add a party main contact to a contract record. (1:00)
Creating and Managing Contract Types Tutorial describing how to create and maintain a table of contract types. These may then be used to populate the contract type field in a contract record and determine the default approval workflow, print template, as well as any additional fields that need to be made visible based upon the type. (2:41)
Configuring DocuSign Admin Account Tutorial describing how to set up a DocuSign Administrator. Please note that a DocuSign account for the administrator must first be setup using this link. (1:44)
Creating a new Contract Party Location Tutorial describing how to include the contract party location in a contract. This is an example of the general case where it is necessary to define and configure additional informational fields based on the contract type. (0:51)
Creating a new Attachment Type Tutorial describing how to create and maintain a table of attachment types. This table may also define any special fields to be displayed for each attachment type. (1:31)
Creating new Departments Tutorial describing how to add new departments for selection during contract creation. (1:31)
Creating a new Contract Management Employee User Tutorial describing the various aspects of creating a contract management employee user. (2:02)
Navigating the End User Portal Tutorial describing how to navigate the end user portal. (1:55)

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General Staff Tutorials

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Intro to the Power User Interface General overview of the layout and functions available in the power user interface of Agiloft. (6:48)
Charts, Reports, Chart Collections, and Dashboards Learn how to use charts, reports, chart collections, and dashboards in Agiloft to increase contract visibility, team productivity, and provide a custom experience in your system. (4:05)
Allow Pop-ups Short tutorial demonstrating how to enable pop-ups in Chrome, Firefox, and Internet Explorer. (1:03)
The Basics of Knowledgebase Searching Tutorial describing options for searching the Knowledgebase. (4:03)
Advanced Searching Learn about the power of Agiloft's search capabilities and how to use searching to find records and automate your CLM processes. (5:39)
Managing Views See records the way you want with customized views. Learn how to create and manage table views in Agiloft. (3:59)
Adding a Power User In this brief overview we'll show you how to create a new user in the power user interface of your Agiloft knowledebase. (2:35)
Importing Users This tutorial demonstrates how to upload users from an Excel spreadsheet into your Agiloft knowledgebase. (3:40)
Editing Multiple Records at a Time (Mass Edit) How to update one or more fields in multiple records at the same time. (2:09)
Logging In Overview of the various login methods (1:18)
Changing a Password Tutorial describing how to change your own password, and how administrators can change the passwords of other users. (0:30)

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Admin Tutorials

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Admin Training Overview Introduction to Agiloft and definition of main concepts and overview of how it can be used. (13:15)
Groups and Teams Learn how to use groups and teams in Agiloft to manage permissions and contract visibility. (2:20)
Using the Workflow Editor Design your process flow with actions and validations using our drag-and-drop workflow editor. (2:57)
Using the Template Designer Learn how to use the Template Designer in the Agiloft Contract Assistant for Microsoft Word. (5:08)
Intro to Linked Fields In this Agiloft admin tutorial video you will learn how linked fields work and how you can configure them as an admin user. (12:18)

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Service Desk Tutorial Videos

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Create a new Service for an Incident Tutorial describing how to create a new service with no tasks or approvals for an incident. (4:05)
Create a new Service with Approvals Tutorial describing how to create services with approval workflows. (2:38)
Create a new Service for a Service Request with Tasks Tutorial describing how to create services for service requests with tasks. (3:24)
Creating and processing Knowledgebase Articles from Incident Tutorial describing how to create and submit a knowledge article from an incident. It also reviews the approval process for a knowledge article. (4:43)
Submitting and processing a Service Request with User-selectable Tasks Tutorial describing how to create and submit a service request with tasks as an end user. It also reviews the process of completing tasks. (1:58)
Entering time for an Incident/Service Request Tutorial describing how an assigned technician can easily report the time they spend on handling incidents or service requests. (0:57)
Update an existing Service Tutorial describing how to edit an existing service and change the associated tasks and approvals. (2:31)
End user Submission Tutorial describing how an end user can submit an incident and a service request. The methods for clicking on a quick link and starting from the service catalog are demonstrated. (2:43)
End user - submitting a Purchase Request Tutorial describing how an end user can submit a purchase request and check the status of the items requested. (1:06)
Subscribe to a Knowledge Topic Tutorial describing how an end user can subscribe to a knowledgebase topic. It also shows what happens when an article related to that topic is published. (1:06)
Manage Knowledge Topics Tutorial describing how a knowledge manager can create and edit knowledge topics. (0:41)
Technician handling Simple Incident Tutorial describing how an assigned technician can process a submitted incident by requesting more information, identifying the problem asset, or configuration item, and finally resolving the incident. (6:35)
Technician handling a Purchase Request Tutorial describing how purchase requests are processed. Includes approvals and tasks for a request and creation of a new CI. (2:32)

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