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Dellegance User Guide
Contents
Index
Search
Introduction
About Dellegance
Login Options
Two Factor Authentication
Getting help
Your Profile
Subscription License
System requirements
Security and Performance
Configuration Quick Start
Administrator settings
Codes
Reviews, Approvals & Audits
Training Video
Dashboards
Metrics
Service levels
Reviews in Progress
My Approval Decisions
Ongoing Approvals
Audits in Progress
Incomplete Diary Notes
Missing Document Notifications
Quick start guides
Searching
Parties
Adding,editing and deleting a Party
Services
Service Codes
Contracts
Risk Factors
Locations
Ownership
People
Insurance
Bank Accounts
Audits
Financials
Using the Financial Wizard
Financial wizard output
Analysis Suggestions
Notification Email Address
Contracts
Adding and editing
Party Contract relationships
Contract Service dynamic codes
Contract Sections & Codes
Risk Factors
Contract Product Relationships
Contract Product dynamic codes
Document Notifications
People
Adding and editing
Party Linking
People Dynamic Codes
Risk Factors
Phone Numbers
Products
Adding and editing
Risk Factors
Product dynamic codes
Product Contract relationships
Product Contract dynamic codes
Review Templates
Review Types
Review User Groups
Templates
Sub Reviews
Creating Templates
Editing Templates
Configuration options
Groups
Create & Edit Groups
Questions
Create & Edit Questions
Review Requirements
RAG Values
Template Tips & FAQ
Reviews
Review Dashboard
Creating or viewing
Archiving a review
Performing a Review
Review Scoring
Review Requirements
Recommendations
Review Validation
Marking a Review complete
Sending for Approval
Review Status
Review Tips & FAQ
Approvals
Quick Start
Approval Overview
Approval Dashboard
Managing Approvals
Approval Cancellation
Approval Decisions
Approval Groups
Approval Processes
Decisions Tab
Decision Outcome Tab
Body Text Tab
Cancellation Tab
Approval Status
Audits
Audits
Audit Status
Audit Wizard
Audit Edit - before ordering
Audit Editing - after ordering
Audit Duplication and Deletion
Audit cancellation
Recommendations
Audit Recommendation Letter
Audit Orders
Audit Summary
Audit Plans
Audit Territories
Auditors
Auditor Performance
Audit Frequencies
Audit Configuration
Audit Order Email Templates
Audit Tips & FAQ
Documents & Notes
Using Documents
Document Editing & Versions
Document Templates
Document recycle bin
Document Types
Document link expiry
Document Exporting
Notes
Document Notifications
Quick start
Contract Configuration
Notifying a document
Notification logging & monitoring
Testing Notifications manually
Tips and FAQ
Codes
Address Roles
Approval Items
Service Types
Person Roles
Contract Types
Note Classification
Risk Factors
Risk Factor Thresholds
Organisational Units
Sectors
Countries
Dynamic Codes
Dynamic Code Groups
Dynamic Code setup
Severity Levels
Auditor Performance Metrics
Product Types
To-Do Emails
Quick Start
Notification Types
To-Do Email Recipient groups
To-Do email configuration
Administrator's Guide
User Administration
Users
User Roles
User Groups
Administrator Settings
Configuration settings
Document Notification
Review Configuration
Approval Configuration
Company Details
Units & Divisions
User Audit logs
Configuration Tips & FAQ
Host Configuration
Release History
Optional Modules
Automatic Contract Reviews
Quick Start
Configuration
Contract Parties
User Groups
Review Types
Limited License Usage
Performing reviews
Full License Options
Business Rules
Rules management
Parent Child Rules
Business Rule Responses
Logical Testing
Parsers
Review Templates
Review Template Questions
Manual Review
Contract Edit
Add Party
Address Role
Administrator
Allow Review Deletion
Allow Review Edit
Allow Review Question Edit
Allow Review Section Edit
Allow service approval always
approval
Approval Group
approval process
Approval status
Approvers
Audit
Audit frequency
Audit Name
Audit Order
Audit Order Cancellation
Audit Planning
Unapproved Auditors
Audit Performance Metrics
Auditor Performance Metrics
Auto Review
CAL's
Contract Sections
Contract Types
Decision Acceptance criteria
Delete Party
Dellegance logo
Document versions
Document Automatic Destruction
Document Deletion
Document Downloading
Document Expiry
document links
Document Notification From
Domain Email Lock
Dynamic Code groups
Dynamic codes
Email
email attachments
Email Template
Audit Order
Audit Order Cancellation
External Review Templates
Has Text
Has Value
Has Yes/No
in-active
Include review document with Approval
Intermediary
KPI
logo
Mark Complete
Mark Reviews Inactive
Marked Complete
Note
Note Classifications
Notes
Order Reference
Party
Party Deletion
PartyService
Permission Roles
Primary Party
Products
Question
RAG
Recommendations
requirements
Review
Review configuration
Review Group
Review Question
Review Requirements
Review Script
Review Section
Review Status
Review Template
Review Template Manager
Review Templates
Review Type
Review Types
Review User Group
Review User Groups
Reviews
Risk Factor Thresholds
Risk factors
Roles
Scoring
Script
script group
Sectors
Send Documents as Links
Send For Approval
Service
Service Type
Services
Set Due Date on requirements
settings
Mark Reviews Inactive
Release date
Sponsor
Submit for Approval
Submit for Approval button
Sub-Review Approval
sub-reviews
Territory
time zone
Unapproved Contracts
User Groups
UTC
Validate Recommendations
validation
version notification
Introduction
Welcome to Dellegance
The smart way to manage your outsource relationships
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