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Using ContractSafe
Getting Started
AI Features
Using ContractSafe
Support (Help)
Settings - Users & Permissions - Basics
*NEW* Templates
Contract Page - Data Entry - Reminders
Reporting - Searching - Creating Views - Bulk Edits
Custom Field and Forms
Managing Your Account
Integrations
DocuSign
Salesforce
SSO
Zapier
API
Security & Privacy
New updates
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Help Center
Using ContractSafe
Getting Started
AI Features
Using ContractSafe
Support (Help)
Settings - Users & Permissions - Basics
*NEW* Templates
Contract Page - Data Entry - Reminders
Reporting - Searching - Creating Views - Bulk Edits
Custom Field and Forms
Managing Your Account
Integrations
DocuSign
Salesforce
SSO
Zapier
API
Security & Privacy
New updates
Using ContractSafe
Articles on how to get the most out of your ContractSafe account
VIDEO: How to search and find contracts and provisions in seconds
VIDEO: Introduction to the Dashboard
VIDEO: Introduction to the Contract List
How to Create, Approve, and Sign New Contracts
How to add an additional signer to a contract which has already been sent out for signature.
Using Contract Metrics
(BETA) Making an in-app edit on a contract
Support (Help)
ContractSafe Support Hours
Settings - Users & Permissions - Basics
How to enable Google login for your Organization
What are the different User Roles?
What file types can I upload to ContractSafe?
Adding Multiple Users at Once
How do I see the upcoming alerts scheduled for a user?
Which documents are not counted towards the subscription total?
How do I run a report on a user's usage?
How to set up Google Login (Individual Users)
How to enable and use Subfolders?
What is a Virtual Data Room (Sharing By Tags)?
How do I change the email address I send my contracts to for uploading?
How do Tags work?
How do I email documents into ContractSafe?
Never Miss a Deadline: Stay Organized with ContractSafe's Upcoming View
Can I add documents to ContractSafe by using the drag and drop feature?
How do I add and edit Folders?
How can I restore a deleted contract?
How to notify others when contracts are added
Need to see who has access to each folder?
How can I archive expired contracts?
How do I change the contract/file name in ContractSafe?
How to Adjust Users' Inactivity Logout Times in ContractSafe
How do I delete (or restore) a contract?
How to reset Two-Factor Authentication?
What is the Recent Activity tab?
NEW* Introducing "My Company Management"
See more
*NEW* Templates
NEW* Create contracts using Templates directly from a submitted Intake Form
Creating and managing templates
Contract Page - Data Entry - Reminders
The contract page
How to add multiple Contract-Specific Dates and Add multiple Reminders
Setting Date Reminders
Add a reminder to a date for multiple contracts at once
How do I create a contract with an AutoRenewal?
How do I access the Full Audit Trail for a contract?
Managing annotations and highlights
How do I highlight key contract terms?
Why am I seeing contract text highlighted in blue?
How to mark a document as a Favorite.
How to Redline Contracts
Can emails be saved as Attachments?
How can I view my document as a full page?
How do I assign a Contract to a Folder via email?
Converting Documents to Word or PDF
How do I duplicate a contract?
How do I see whether a contract has been emailed out?
What are Related Documents?
How to View Documents in a Separate Window
How do I search inside a document?
How to Replace / Update a contract
Can I attach Related Documents to emails?
How do I generate a unique contract code in ContractSafe?
How do I email out the original contract?
How to rotate your documents?
How do I add attachments? How many can I have?
How do I download my original contract?
How can I print a contract?
Commenting Feature in ContractSafe
NEW* How to download a report of all the reminders sent out by your organization.
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Reporting - Searching - Creating Views - Bulk Edits
How to correct existing My Company and Counterparty names for multiple records
Using Date Completion Tracking
How can I clean up my file names via bulk edit?
How do I see different Saved Views?
How do I see my Subfolders?
How do I create Saved Views?
How do I use Advanced Filters?
How do I customize my Contracts List?
How do I download selected contracts and data?
How can I make bulk edits?
How do I email out a report of a View or specific docs?
What happened to my exported contracts / data?
How do I download all my contracts and data?
How to search for a specific word or phrase
How do I edit Saved Views?
How do I create a scheduled report?
Remember to remove Filters and Searches to see all your contracts
How do I share a View?
See more
Custom Field and Forms
What are Custom Fields and Forms?
How do I create Custom Fields and Forms?
Managing Required Fields and Forms
Using Required Fields and Forms
What are Ledger Fields?
How Do I Create a Ledger Field?
How do I create Custom Forms?
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