Скачать или смотреть How to Manage Counterparties in Contracko: Vendors, Clients & more

Learn how to manage counterparties in Contracko's contract management system. Track all your business relationships in one place—vendors, customers, partners, employees, and service providers. This tutorial shows you how to organize every type of counterparty and maintain a centralized contract repository.

What you'll learn:
How counterparties work in a contract management system
Setting up counterparty management with AI-powered extraction
Creating and organizing all relationship types (companies, individuals, non-profits, government)
Tracking details for vendors, customers, partners, and employees
Managing tax IDs, company registration numbers, and contact information
Using notes and tags for relationship management
Viewing all contracts by counterparty in your contract repository

Who you can track with counterparties:
Vendors and suppliers (purchase agreements, service contracts)
Customers and clients (sales contracts, service agreements)
Business partners (partnership agreements, joint ventures)
Employees (employment contracts, NDAs)
Service providers (consultants, contractors, agencies)
Landlords and tenants (lease agreements)
Any entity you have contracts with

Key features covered:
✓ AI extraction automatically identifies counterparties from uploaded contracts
✓ Organize by relationship type and category
✓ Track essential business details for invoicing and compliance
✓ Link multiple contracts to each counterparty
✓ Searchable contract repository for all your relationships

Timestamps:
0:00 - What are counterparties?
0:30 - How AI extraction identifies counterparties
0:46 - Creating contracts with counterparties
1:40 - Adding counterparty details to your contract repository
2:26 - Tracking business information (tax IDs, registration numbers)
2:46 - Using notes and tags to organize relationships
2:56 - Viewing all contracts by counterparty

Start tracking your first contract in minutes with our free trial: https://contracko.com
No credit card required. Start managing all your contracts—vendors, customers, partners, and more—in one centralized system.

If you prefer reading: https://contracko.com/docs/managing-c...