In this Topic ShowHide

Set up ContentsTrack for your company

Before you start using ContentsTrack, you need to complete a few tasks to set up and customize ContentsTrack for your company:

• Add user accounts and devices (see Users/Devices)
• Set up your company's workflow or physical layout (see Containers).
• Add authorizations and model statements (see Documents).
• Create Condition Codes to apply attributes to items (see Preferences)
• Purchase ContentsTrack jobs (see instructions below).

You can access all of these pages in the Tools menu.

Purchase ContentsTrack jobs

ContentsTrack jobs can be purchased in any quantity. Jobs need to be used within 12 months of the purchase date.

1. Select your name in the top right corner of the application . A user menu appears.
2. You will see information about your instance as well as how many jobs you have left.
3. To purchase jobs for your instance, click Add Jobs.
4. Enter the number of jobs you intend to purchase.
5. Enter your country and zip/postal code.
6. Go to Checkout and finish your transaction.

Note: If you have any difficulties processing your transaction please contact Sales at 1-800-424-9228 from 7:00 AM to 5:00 PM, Monday-Friday, MST.