User Guide

Getting Started

561 views April 15, 2016 agay 0 is a powerful, easy-to-use solution for managing your contracts with Suppliers, Customers, Employees, and Trading Partners. This user guide is designed to give you specific details you need to make the most of your tractFile application.

To get started using tractFile, you should set up your foundation data as follows.

  1. Create Business Units
  2. Create Cost Centers
  3. Create Supplier Types
  4. Create Suppliers
  5. Create Customer Types
  6. Create Customers
  7. Create Contract Types
  8. Create Employees
  9. Invite Additional Users

Once you have completed the above steps, you are ready to start creating Supplier, Employee and Customer Contracts and fully utilize the application!

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