Knowable Insights Guide

How To Videos

• Search Builder
• How Do I Save a Search
• Basic Counterparty Search

Upload Contracts

• Duplicates
• Upload Your Documents

Organize Contracts

• Navigate the Contracts Table
• Customize Your Contracts Table View

Find Contracts

• Start a Search in Contracts

View Contracts

• Locations
• Search within a Contract
• View Related Contracts
• Downloads & Data Exports

Tags

• Creating Tags
• Adding and Removing Tags
• Filtering on Tags
• Tagging Permissions
• Tags Administration Page

Manage Users

• Permission Groups
• Assign User Access
• Set Permissions