By Alex and 1 other2 authors7 articles
Operate - Customizing the Licences ModuleCustomization Options for the Licences Module in essensys Operate
Enabling and Customizing the Licence Checklist in essensys OperateA To-Do List Before You Activate Client Agreements in essensys Operate
Enabling List Price Discounts in essensys OperateAllow Licences to Display Discount Fields in essensys Operate
Enabling Licence Agreement Renewals and Price Increases in essensys OperateRenew Licences and Increase Pricing after Renewal in essensys Operate
Configuring eSign for Your Operate LicencesUse eSign to get your Operate licences signed automatically
Sending Approval/Rejection Email Notifications to Licence Record Owners in essensys OperateThis article explains how to use Operate Workflows to notify staff members via email when their Licence records are approved or rejected.
Custom Billing PeriodsQuarter day and custom billing schedules