Mass Transfer Contracts From/To Employees
  • 07 Nov 2023
  • 1 Minute to read
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Mass Transfer Contracts From/To Employees

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Article summary

Mass Transfer Contracts From/To Employees

Mass Transfer of Employee Assigned to Contracts

Contract Insight supports the ability to mass transfer contracts from one employee to another employee.

To start transferring contracts:

1.  Log in as an application administrator.
2.  From the Manage/Setup top navigation menu item, select Account Maintenance.


The Contract Insight Main Menu. Account Maintenance is highlighted.

3.  Click Transfer Contracts on the side menu.

The Transfers Side Menu of the Application Maintenance Page. Transfer Contracts is highlighted.


Option 1: Transfer Contracts by Employee

1. Using the From drop down menu, select the employee from whom you would like to transfer the contracts.
2. Using the To drop down menu, select the employee to whom you would like to transfer the contracts.
3. Click Process Transfer .

 

The Mass Transfer Contracts Screen, focusing on Option 1: Transfer Contracts by Employee. The Process Transfer button is highlighted.

 

Please NOTE: this process CANNOT be undone or reversed.

Option 3: Mass transfer contracts to employee based on field values

01. Using the Based On drop down menu, select the desired field name.
02.  Using the "Where Equals" drop down, select the value of the field selected in the previous step. The value will determine which contracts are to be transferred.
03. Using the Transfer To drop down menu, select the employee to whom the contracts will be transferred.
04. Click Process Transfer

 

The Mass Transfer Contracts Screen, focusing on Option 3: Mass Transfer Contracts to employee based on field values. The Process Transfer button is highlighted.

Please NOTEthis process CANNOT be undone or reversed.


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