Getting Started

Quick Start guides to help you get started...quickly!

• What are the steps for getting started with your new ContractSafe account?
• What training is available for ContractSafe users?
• Quick Start Guide for Admins
• Quick Start Guide: Standard Users
• Quick Start Guide: Read-Only Users
• What is our Bulk Upload service?
• How to upload contracts (documents) into ContractSafe?
• Can I have a sample file to use in ContractSafe?
• A high level introduction to ContractSafe's layout . . . the 3 layers
• Invited Users Quick Start
• How do I get my existing contracts uploaded and organized in my account?
• Can I bulk delete data?
• Quick video introduction for new ContractSafe users
• Quick video introduction for new Read Only users
• Where can I see my subscription and billing details?
• How do I get started?
• Advanced Search
• ContractSafe Dashboard
• VIDEO: How to get help from our team while in your account