Tutorials
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.
Contract Management Tutorial Videos
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Creating a new Contract RecordTutorial describing how to create a new contract record. (3:22) |
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Creating a Contract DocumentTutorial describing how to create a contract in Word or PDF format from a contract template. (2:23) |
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Creating a Renewal ContractTutorial describing how to create a renewal contract record. (2:33) |
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Create Related ContractsTutorial describing how to create a related contract record. (2:25) |
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Submit Contracts for ReviewTutorial describing how to submit a contract for review. (0:55) |
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Creating ApprovalsTutorial describing how to create contract approval workflows and launch them. (3:04) |
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Approving a ContractTutorial describing how to approve a contract. (3:13) |
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Emailing from a Contract RecordTutorial describing how to email a contract and associated data to internal employees or external contacts. (2:21) |
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Creating a New Counter Party CompanyTutorial describing how to link a company as a contract party while creating or editing a contract. (1:40) |
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Creating a new Contract Party ContactTutorial describing how to add a party main contact to a contract record. (1:00) |
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Creating and Managing Contract TypesTutorial 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) |
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Configuring DocuSign Admin AccountTutorial 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) |
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Creating a new Contract Party LocationTutorial 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) |
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Creating a new Attachment TypeTutorial 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) |
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Creating new DepartmentsTutorial describing how to add new departments for selection during contract creation. (1:31) |
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Creating a new Contract Management Employee UserTutorial describing the various aspects of creating a contract management employee user. (2:02) |
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Navigating the End User PortalTutorial describing how to navigate the end user portal. (1:55) |
General Staff Tutorials
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Intro to the Power User InterfaceGeneral overview of the layout and functions available in the power user interface of Agiloft. (6:48) |
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Charts, Reports, Chart Collections, and DashboardsLearn 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) |
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Allow Pop-upsShort tutorial demonstrating how to enable pop-ups in Chrome, Firefox, and Internet Explorer. (1:03) |
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The Basics of Knowledgebase SearchingTutorial describing options for searching the Knowledgebase. (4:03) |
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Advanced SearchingLearn about the power of Agiloft's search capabilities and how to use searching to find records and automate your CLM processes. (5:39) |
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Managing ViewsSee records the way you want with customized views. Learn how to create and manage table views in Agiloft. (3:59) |
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Adding a Power UserIn this brief overview we'll show you how to create a new user in the power user interface of your Agiloft knowledebase. (2:35) |
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Importing UsersThis tutorial demonstrates how to upload users from an Excel spreadsheet into your Agiloft knowledgebase. (3:40) |
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Editing Multiple Records at a Time (Mass Edit)How to update one or more fields in multiple records at the same time. (2:09) |
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Logging InOverview of the various login methods (1:18) |
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Changing a PasswordTutorial describing how to change your own password, and how administrators can change the passwords of other users. (0:30) |
Admin Tutorials
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Admin Training OverviewIntroduction to Agiloft and definition of main concepts and overview of how it can be used. (13:15) |
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Groups and TeamsLearn how to use groups and teams in Agiloft to manage permissions and contract visibility. (2:20) |
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Using the Workflow EditorDesign your process flow with actions and validations using our drag-and-drop workflow editor. (2:57) |
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Using the Template DesignerLearn how to use the Template Designer in the Agiloft Contract Assistant for Microsoft Word. (5:08) |
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Intro to Linked FieldsIn this Agiloft admin tutorial video you will learn how linked fields work and how you can configure them as an admin user. (12:18) |
Service Desk Tutorial Videos
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Create a new Service for an IncidentTutorial describing how to create a new service with no tasks or approvals for an incident. (4:05) |
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Create a new Service with ApprovalsTutorial describing how to create services with approval workflows. (2:38) |
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Create a new Service for a Service Request with TasksTutorial describing how to create services for service requests with tasks. (3:24) |
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Creating and processing Knowledgebase Articles from IncidentTutorial describing how to create and submit a knowledge article from an incident. It also reviews the approval process for a knowledge article. (4:43) |
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Submitting and processing a Service Request with User-selectable TasksTutorial 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) |
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Entering time for an Incident/Service RequestTutorial describing how an assigned technician can easily report the time they spend on handling incidents or service requests. (0:57) |
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Update an existing ServiceTutorial describing how to edit an existing service and change the associated tasks and approvals. (2:31) |
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End user SubmissionTutorial 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) |
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End user - submitting a Purchase RequestTutorial describing how an end user can submit a purchase request and check the status of the items requested. (1:06) |
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Subscribe to a Knowledge TopicTutorial 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) |
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Manage Knowledge TopicsTutorial describing how a knowledge manager can create and edit knowledge topics. (0:41) |
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Technician handling Simple IncidentTutorial 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) |
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Technician handling a Purchase RequestTutorial describing how purchase requests are processed. Includes approvals and tasks for a request and creation of a new CI. (2:32) |
Looking for more videos? Visit the Tutorial Archive.