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Sales

Information about subscribing to ContractSafe

• How do I start a Free Trial?
• What is the charge per user?
• What is our Jump Start service?
• How does ContractSafe help with implementation and training?

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Getting Started

Quick Start guides to help you get started fast

• Quick Start Guide for Admins
• New User Quick Start Guide: Standard Users
• Quick Start for Read-Only Users

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Using ContractSafe

Articles on how to get the most out of your ContractSafe account

• How do I duplicate/copy/clone a contract?
• How do I delete (or restore) a contract?
• How to enable and use Subfolders?

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Users & Permissions

How to add users, set permissions, and control who sees what.

• How do I add new users?
• What are the different User Roles?
• New User Can't See Any Files

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Integrations

Articles on how to best integrate ContractSafe with DocuSign, Single Sign On, SalesForce, and others.

• How do I integrate Zapier with ContractSafe?
• Integrating with DocuSign -- One-Way
• What it is and How to Use it: DocuSign Contract Integration - Two Way Option
• SSO (SAML 2.0) Integration with Okta

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Security & Privacy

Yes, this section is about Security and Privacy.

• How does Two Factor Authentication work?

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