Basic concepts
Elastic License Management
AI features
AI contract ingestion
App Portfolio
- Deactivated App Contacts
- Active Apps, Apps with Delayed data and Inactive Apps
- Filtering by date
- Labeling an app
- Renewal Status
- Searching for items
App pages: Overview
- Similar apps
- Understanding the app summary view
- App descriptions
- Understanding SSO login data
- Annotating charts
- Assigning contacts for an app
App pages: Surveys
App pages: Automation
- Automation workflows overview
- Create automation workflows
- Exempting users from automation workflows
- Automating export of suggest lists
- Define rules for automation workflows
- Set up automation workflow notifications
App pages: Contracts
- Renewal Contacts
- Contracts overview
- Contract data requirements
- App Contracts page overview
- App Contracts page Summary
- App Contracts page Contract details
AppCenter
Compare Apps
Connector Library
Connector onboarding
Dashboard
- Hiding apps from dashboard widgets
- Dashboard overview
- App management widget
- Compliance coverage widget
- Connector coverage widget
- Contracts missing widget
Form builder
Productiv Home
Renewals
Recommendations
Settings
- User roles and permissions
- My Account overview
- Update app attributes
- Custom app fields and app attributes overview
- Uploading spend data
- Create custom app fields
Suppliers
Teams
- Working with Teams
- Viewing apps for a selected user
- Viewing team apps
- Viewing team users
- Viewing team spending
- Viewing the team overview
Workflows
- Changing Contracts in a Renewal Workflow
- Workflows overview
- Workflow builder
- Setting up integration steps
- Assigning step to users
- Completing a step in a workflow