Module 0
Dennis
Last Update 3 years ago
Welcome to Trakti's Academy!
This course has been developed to turn you into an expert Trakti user thanks to practical examples and guided tours through our platform.
Let's start!
Features
Details
Modules: 17
- Beginner: 6 Modules
- Intermediate: 5 Modules
- Advanced: 4 Modules
- Expert: 2 Modules
During the Beginner's course, we will go over the basic concepts that will allow you to create, run and manage a deal.
Here is an overview of the topics you will learn to master.
Modules: 6
Module 1: Registration
Module 2: Team management
Module 3: Contract modelling
Module 4: Join and negotiate a deal
Module 5: Review
Module 6: Signature
In every module you will find a list of the topics that will be covered. Each topic when clicked opens a link to the guide to follow.
| Registration | Registration |
| Account setup | |
| Where is what | |
| Team management | Adding a team member |
| Editing a team member | |
| Contract modelling | Creating a new contract model |
| Variable types, groups and usage | |
| Importing a Microsoft word template | |
| Contract model authorization | |
| Create a new version of your contract model | |
| Importing a contract to Trakti | |
| Join and negotiate a deal | Deal types explanation |
| Deal, contracting procedure | |
| How to join and negotiate a deal | |
| Negotiation process | |
| Fill and sign a contract with Trakti (for external users) | |
| Review | Asking for review |
| Reviewers configuration | |
| Reviewing an offer | |
| Creating a new review template | |
| Signature | Configuring signature permission |
| Adding signatures in a contract model | |
| Signature types and settings | |
| Signing an agreement | |
| Changing signer | |
| Configuring signature in a deal |
Ready? So let's get started! Go to Module 1 >