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How to upload contracts into ContractSafe

Add contracts from your computer, by email, from a website, through an Intake Form, from a template, or through an integration.

You can upload contracts into ContractSafe by dragging files onto the Dashboard or using the Add Contracts button (up to 25 files at a time), emailing them to your account's Email In address, linking an online agreement, or submitting an Intake Form. You can also create a contract without a document, create one from a template, or send documents in through an integration such as Docusign.

Choose the method that best fits your workflow. Not sure your file will upload? Check which file types you can upload to ContractSafe.

Table of contents

Upload contracts directly from your computer

Direct upload lets you add files from your computer by dragging them into a folder or using the Add Contracts button. You can add a maximum of 25 files at a time.

Drag and drop files onto the Dashboard

  1. Open the Dashboard.
  2. Drag the contract or document into the upload area.
  3. Confirm the upload.

Animation of a contract file being dragged onto the ContractSafe Dashboard upload area

Use the Add Contracts button

  1. Select Add Contracts at the top of any ContractSafe page.
  2. Select Choose a Folder and choose the destination folder.
  3. Choose the file or files from your computer, or drag them into the upload area.
  4. Confirm the upload.

Animation of the Add Contracts pop-up with a destination folder chosen and files added

Note: If you need to upload more than 25 files, upload them in batches or ask about ContractSafe's Bulk Upload service.

Email contracts in with Email In

Email In lets you send contracts directly into your ContractSafe account as email attachments. Your account's Email In address appears in the Add Contracts pop-up window.

Send an email upload

  1. Open Add Contracts and locate your account's Email In address.
  2. Attach one or more contracts to an email.
  3. Send the email to the Email In address.
  4. Confirm that the attachments appear in ContractSafe.

Animation of finding the Email In address in Add Contracts and emailing contracts to it

Change your Email In address

  1. Go to Email Settings.
  2. Update the Email In address or password as needed.
  3. Save the change.

Animation of Email Settings with the Email In address and password fields being updated

Assign a folder from the subject line

Add the following text to the end of the email subject line: Folder=Name of the folder. Replace "Name of the folder" with the exact destination folder name. For more detail, see how to assign a contract to a folder via email.

  • If the subject line includes a valid folder assignment, ContractSafe routes the attachment to that folder.
  • If the subject line doesn't include a folder assignment, the attachment is placed in the Uncategorized folder.

Email subject line ending with Folder= and the destination folder name

Tip: Use a consistent subject-line format so your team can recognize which folder the attachment should enter.

Link an online agreement

You can add publicly accessible online documents such as terms of use, privacy policies, and other web-hosted agreements to ContractSafe for searching and tracking.

  1. Select Add Contracts.
  2. Choose the destination folder.
  3. Copy the online document URL.
  4. Paste the URL into the Add a URL field.
  5. Select Save.

Animation of a URL pasted into the Add a URL field in the Add Contracts pop-up and saved

Note: Use a stable URL that your team will be able to access later. If the website owner changes or removes the document, the online agreement may no longer be available from its original location.

Create a contract without a document

Create without a document lets you prepare an empty contract record before the actual file is available. It's useful when your team needs to start collecting information or organizing work in advance.

  1. Select the option to create a contract without a document.
  2. Add the contract title and available information.
  3. Save the empty contract record.
  4. Upload the actual document later when it becomes available.

Creating a contract record in ContractSafe without uploading a document

Submit contracts through Intake Forms

Intake Forms let internal or external partners submit contracts, documents, and structured information. External users can submit through a shareable link without being invited as ContractSafe users. To set one up, see creating and managing intake forms.

  1. Open the Intake Form link or select Add Contracts > Intake Request.
  2. Choose the Intake Form, if prompted.
  3. Complete the requested fields.
  4. Upload the contract and any supporting attachments.
  5. Select Submit.

Create contracts from templates

Templates help your team create consistent contracts from approved language. You can create contracts from a template and, where configured, create contracts from a submitted Intake Form.

For template setup, see Creating Templates in ContractSafe.

For form-based contract creation, see Create contracts using Templates directly from a submitted Intake Form.

Send documents in through integrations

Integrations let you send documents from systems your team already uses into ContractSafe. ContractSafe supports Docusign, Zapier, Salesforce, and other integration or API workflows. See all ContractSafe integrations.

Common integration paths:

  • Docusign: send completed documents into ContractSafe through one-way or two-way integrations.
  • Zapier: connect ContractSafe to supported applications and automate document workflows.
  • Salesforce and other systems: contact Support or your Customer Success Manager to confirm available upload options.
  • REST API: ask Support or your Customer Success Manager about API-based uploads and integration requirements.

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