Frequently Asked Questions

    Sales (8)
  • Do I need to pay for a year upfront?
  • What is the charge per user?
  • What is the difference between this and DropBox or Box?
  • Can I store my files locally?
  • Does ContractSafe offer e-signatures?
  • How long is the Free Trial?
  • Can you help me create a contract?
  • Where can I see pricing plans?
    Using ContractSafe (19)
  • How do I email documents in?
  • How do I find my documents quickly?
  • How do I search inside a document?
  • How do I print or export the Dashboard?
  • How do I export to CSV?
  • How do I see recent uploads?
  • How do I get rid of duplicates?
  • How do I see all my upcoming important dates?
  • Where are the folders? I want my folders!
  • How do I track Amendments in ContractSafe?
  • Where have you been all my life?
  • How do I get started?
  • How do I track the info that is important to me?
  • How do I track non-standard contracts?
  • The Filters or Search don’t seem to be working.
  • How do I download my original document(s)?
  • How do I set a reminder?
  • What do I use Notes for?
    Users and Permissions (3)
  • How do I add New Users?
  • What are the different User Roles?
  • How do I manage/restrict what a User sees? (Setting Permissions)
    Making ContractSafe work for you: (11)
  • How do I customize my Dashboard?
  • What are contract Types, and why are they important?
  • How do I change the Types of contracts?
  • How do I change the currency for a contract?
  • Accessing ContractSafe on tablets and phones
  • What are Custom Fields?
  • How do I add or edit Custom Fields?
  • What types of Custom Fields can I create?
  • What are tags and how do I use them?
  • How can I share access by Tags?
  • How do I automatically categorize emailed in documents?
    Security & Privacy (2)
  • What does ContractSafe do to protect my documents and information?
  • Where are my documents stored?
    Billing & Subscription (5)
  • How do I change my password?
  • When will I be billed?
  • What if I want to cancel?
  • How do I reset my password?
  • What if I lost or forgot my password?

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