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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)
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"
*NEW* 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.
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?