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Creating and managing intake forms

Need a way for internal or external partners to submit contracts for review and request contracts to be generated? We’ve got you covered.

Table of contents

Note: Intake forms can only be created and edited by Admins and are only available on our Maximize plan. 

Turning on Intake Forms

Select Settings > AI and Workflow Options

Toggle intake forms On 
Toggle turn on the Intake form

Once enabled, all users (including read-only) can add a contract using Intake forms. 

Adding and editing Intake forms

From the settings page, select Manage Intake Forms > Add Intake Form > FORM FIELDS tab

Add a Form Name, choose Destination Folder, and add any Fields you'd like to be included

When done, select Save Intake Form

Intake form Set Up

Create a custom field while setting up your intake form

Need a field that does not exist yet? You can create one directly from the field picker while building your intake form.
  1. From the FORM FIELDS or HIDDEN FIELDS tab, select the field picker.
  2. Choose + Add custom field.
  3. Enter the field name and select the appropriate field type.
  4. Complete the remaining field details and select Save.
The new custom field is automatically selected and added to your intake form when supported. You can continue building without leaving setup or starting over. If you cancel, your current intake form configuration remains unchanged. Some field types may not be supported in intake forms. ContractSafe will indicate when a field cannot be added automatically.
 

Adding Hidden Fields

From the settings page, select Manage Intake Forms > Add Intake Form > FORM FIELDS.

Add a form name, choose a destination folder, and add the fields you want to include.

To add a custom field that does not already exist, open the field picker and select + Add custom field.

Create the field, save it, and continue setting up your intake form.

When supported, the new field will be automatically selected and added to your form.When you are finished, select Save Intake Form.

Screenshot 2026-09-09 at 4.11.55 PM

 

Completing an Intake Form

When logged into ContractSafe, Select Add Contracts > Intake Request in the top right

Select Intake Request
Completing an Intake Request

Select an intake form

Complete the requested fields

Upload any documents and/or attachments

Select Submit and you're done!

If you don't have a document yet, no worries, Add the title of the file and the document can be uploaded by a user with editing permission later on. 

Sending & Sharing an Intake Form

Go to Settings > AI and Workflow Options > Manage Intake Forms 

Select the share icon Just click on the sharing icon next to the Intake Form you want to share. 

For ContractSafe users, copy the link to share. 

For guest users, select the dropdown > Generate

A new link will appear that you can now copy and use. 

Sending & Sharing an Intake Form

Manage allowed guest domains

For security reasons, we offer a way to limit the use of links to people on your chosen email domains.

Go to Settings > AI and Workflow Options > Manage Intake Forms

In the new window, Select Manage Allowed Guest Domains.

Turn ON Restrict Guest Access and include any domains you want to the use shareable link. 

Don’t forget to Save!

Please reach out to support@contractsafe.com for any questions.