Reporting – User GuideReporting – User Guide
Introduction:Zeal’s Reporting feature offers new capabilities in contract management that have not been seen before.
Author: Catherine Luna
Reviewing AnalyticsReviewing Analytics
To review platform analytics, click on ‘Analytics’ on the left menu panel. In Analytics, users
Pull a reportPull a report
To pull a report, navigate to ‘Reporting’ on the left menu panel. 2.
Archive or Restore an ItemArchive or Restore an Item
Archive an Item 1. Navigate to the document, template, keyword, clause or workflow
Execute a Document as a Recipient Execute a Document as a Recipient
You will receive an email notification or an in-platform notification that you have a document
Transfer Ownership to a Workspace MemberTransfer Ownership to a Workspace Member
Navigate to the document and click the ‘Actions ’ icon and click on ‘Transfer ownership’.
Reviewing a Draft and Adding Comments or ChangesReviewing a Draft and Adding Comments or Changes
You will receive an email notification or an in-platform notification that you have a document
Send a DocumentSend a Document
There are two ways to send a contract: From the Dashboard Within the Binder Send
Create and Publish a TemplateCreate and Publish a Template
Please note – keywords and clauses are required to create a template and should be
Create a ClauseCreate a Clause
This feature is only available to Company Administrators and Managers. 1. Click on the ‘Clause