The Administrative and Configuration Settings for your Contract Logix account are contained in the Application Settings.
Click the cog icon
on the Home page or the Application Settings Action Tile. This takes you directly to Application Settings which as 4 tabs:
Applications Options
Authentication Settings
E-Signature Settings
Session Settings
Configure SCIM
After modifying any of the settings, click 
.
APPLICATION OPTIONS
Contract Versioning Options
Latest – (Default) Will turn off the ability to choose the active version of a contract. When selecting a contract record, the system will always navigate to the latest version of the record. Users should use this setting when working with Executed contracts. Any Alerts and Auto Workflows will continue to operate against the latest version of the contract.
Active – Will allow Users to select the Active version of a contract. When selecting a contract record, the system will navigate to the active version of the contract. This allows Users to work on an amendment or change dates without impacting Alerts and Auto Workflows which will continue to operate against the Active and above versions of the contract. See Help topic Make Active Version for more details.
Exact – Will allow Users to see all the versions of a contract (all versions under the same contract ID) within the contract grid. Each version of the contract will operate independently, and the system will navigate to that exact version of the contract. Any Alerts and Auto Workflows will operate against each version of the contract.
Task Completion Notes Required
Use this toggle to set the default setting for the Task Completion Notes Requirement.
In the ‘On’ position – Defaults all task records and workflow-generated approval and decision notifications to require completion notes before submission. Individual tasks and workflow-generated approval and decision notifications can be set to ‘Off’ in the task record or in the workflow step.
In the ‘Off’ position – Defaults all task records and workflow-generated approval and decision notifications to not require completion notes before submission. Individual tasks and workflow-generated approval and decision notifications can be set to ‘On’ in the task record or in the workflow step.
Stage & Status Change Notes Required
Use this toggle to set the default setting for the Stage & Status Notes Requirement.
In the ‘On’ position – will open the Stage & Status Notes popup and require a note to be entered upon saving the record after changing the Stage/Status fields.
In the ‘Off’ position – any change to the Stage/Status fields will not open the Notes popup.
Allow Only New Requests
Use this toggle to set Requests for new only.
In the 'On' position - will remove the ability for users to request an Amendment, Addendum, or Renewal, when creating a new Request. (a.k.a. "Only New")
In the 'Off' position - users can create New or Existing record requests.
Display all contract fields for existing records
When this toggle is ON, all contract data fields are displayed in the column dropdown for Existing Contract Records grids.
When this toggle is OFF, only specific contract data fields appear in the column dropdown, which includes Contract ID, Contract Type, Title, Internal Organization(s), External Organization(s), Expiration Date, and Execution Date.
Task List Navigation
This toggle sets the default behavior when selecting a record to open from the Task List Icon.
In the 'On' position - clicking on a task list item will take users to the parent record (Contract, Document, Request etc.) related to the task.
In the 'Off' position - clicking on a task list item will take users to the task detail page.
Auto Update on Expiration
These toggles enable you to control the behavior of the system when a contract reaches its Expiration Date.
Auto Lock on Expiration: Turning this ON means that when the expiration date is reached, the Contract record will be automatically locked.
Auto Update Status on Expiration: Turning this ON means that when the expiration date is reached, the Contract Status will be automatically updated to “Expired
Collaboration Rooms
Collaboration Room - Turning this feature ON will enable the use of Collaboration Rooms. The Collaboration Rooms will appear in the left navigation panel for all users. Any role that has the "Create Collaboration Room" toggle ON in Feature Access will be able to Create Collaboration Rooms for documents where permission access levels are Edit or higher.
Turning this feature OFF will disable the use of Collaboration Rooms. Collaboration Rooms will be removed from the left navigation panel for all users.
Secured Document Default – Turning this feature ON will default the secured document option to ON when creating Collaboration Room. You will still be able to control this setting on creating each Collaboration Room.
Track Changes Default
Collaboration Room -Turning this feature ON will default the Track Changes setting to ON when creating Collaboration Rooms. You will still be able to control this setting on creating each Collaboration Room.
Document Check Out/Share - Turning this feature ON will default the Track Changes setting to ON in the document being checked out or shared. You will still be able to control this setting upon checking out or sharing each document.
Document Edit - This toggle controls the behavior of Documents both being edited and uploaded into the application.
Turning this feature ON will default the Track Changes setting to ON when editing a document.
Turning this feature OFF will default the Track Changes setting to OFF when editing a document.
Selecting Document-Based will set Track Changes per document based on the last saved setting. NOTE: This setting will continue to follow the document, including newer versions (i.e., Versioning).
Document Check-Out
Filter Recipients by Parent - Selecting this option will filter Contacts and Recipients and limit these to the associated contacts within the parent Record (contract, organization, request). This applies to document check-out, document share, and similar features in the platform.
Document Check-In
Use this toggle to enforce auto compare on all documents upon check-in.
In the ‘On’ position – this will enforce an auto compare on all Word documents that are Checked In.
In the 'Off' position - this will allow users to choose whether to perform a compare on a document when it is checked-in.
Alerts
This setting establishes a consistent time zone for coordinating Daily Alerts for all users regardless of location. Tenant wide the system uses the set time to fire off the system alerts to the proper recipients/users of the alerts.
Permissions - Enable Type Manager Field Permissions
When this toggle is ON, this feature allows Administrators to set permissions at the field level for most fields. Click the Settings cog icon for a field to see the "Permissions" tab. For most fields, you will have the option to set permissions for all Types, or just this specific Type. This setting makes the field editable for only users who belong to the selected level(s) or above and who have edit access to the record.
NOTE: When no selections are made, the field is editable by all users who have edit access to the record.
This feature is not available for system-generated data fields or read-only class fields, such as Created Date, Contract ID, etc. It is also NOT available for Calculated Fields.
Setting the toggle to OFF disables field-level permissions, and any previously set permissions are ignored. The "Permissions" tab is removed from the field settings.
NOTE: This feature does not impact the Permissions settings of the Organizational Ownership field. That field will always have the "Permissions" tab available in Type Manager, regardless of the status of this toggle.
AUTHENTICATION SETTINGS
Use this tab to select the Authentication Type (how users will log in).
If User & Password, review the default Password Policy settings and modify if needed.
Two Factor Authentication: To use, set the Enable 2FA toggle to ON. Enabling this will prevent any user from logging in until they have set up an Authenticator, which can be done by selecting Authenticator Settings under the User Preferences.
If SSO Authentication (SAML2.0), follow the configuration instructions in the document SSO SAML20 Guide. Contact your Customer Success Manager (CSM) for a copy of the guide.
E-SIGNATURE SETTINGS
Use this tab to enable E-Signature. There are three options: DocuSign, Sertifi, and Adobe Sign. For details refer to help on “How to Set Up E-Signature with…”
SESSION SETTINGS
Use this tab to change the Inactivity Timeout setting (defaults to 30 minutes).
CONFIGURE SCIM
Use this tab to connect MS Entra and Contract Logix via the SCIM Endpoint.