Understanding Contract Tracking Fields

Here's a friendly, skimmable overview of what's new and how to use it!

Field Name	Who Usually Populates It	What It Tracks	Key Feature
Contract Owner	ContractSafe User	Who is actively responsible for managing the contract.	Sends email notifications to the assigned Contract Owner.
Contract Requested By	The system	Who initiated the contract request.	Can be populated by ContractSafe users AND Guest users.
Contract Needed By	Contract Requester	The target date when the contract must be completed.	Helps legal teams prioritize based on deadlines.
Contract Priority	Contract Requester	The requested level of urgency (e.g., High, Medium, Low).	A quick way for the legal team to assess importance.
Contract Stage	The system	The contract's current place in the workflow (e.g., Drafting, Executed).	CRITICAL for analytics! Used to calculate time and duration metrics.

See Names, Not Emails: If you only see email addresses in the Contract Owner list, it means those users need to update their profile with their first and last name.
Permissions Check: If an assigned owner doesn't have permissions to view the contract, you'll see a warning message to prevent access issues.

Why it Matters: The Contract Stage field is the backbone of your time-tracking and duration analytics.
Fixed Stages: The stages are set by the system and cannot be customized or removed by your organization.
If you currently use a custom field to track contract status, we strongly recommend migrating that historical data into the new Contract Stage system field. This ensures your organization can benefit from the built-in automations and time-tracking insights.

You can immediately start using these powerful new fields in your key contract workflow areas:

We've introduced a set of powerful new system fields to make contract lifecycle tracking easier, more consistent, and great for analytics.