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ContractSafe Dashboard

Welcome to our Dashboard

A quick Video:


When you log in you will see a Dashboard page with a handy snapshot of your account.  There are 4 main areas:

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  1. Folders & Tags. Account Owners and admins can see each Folder and Tag how many documents there are and how many people have permission to see them. Click on any Folder or Tag to see all those documents. The rest of the user roles can only see the folders and tags they have been given access to. 
  2. Key Dates.  You can quickly see any upcoming contract dates at a glance, or switch over and take a look at any contract dates that may have just passed.
  3. Saved Views. Saved Views are customizable viewing templates for your Contracts List so that only the most pertinent information is displayed in each view. Here, you can find the different Views you have created or which have been shared with you. You can toggle between different Views depending on what details you want to focus on when looking at your contracts. [Note: This is available at the Standard subscription level and above].
  4. Recent Activity.  This area shows you the audit trail for user activity, contract activity, and (importantly!) if any documents were deleted. Only Account Owners, Admins, and Department Admins can see this.

Note: The dashboard view may differ between users of the same organization based on roles and permissions. 

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