If you've been invited to ContractSafe as a Read-Only user, getting started takes three steps: set your password from the invitation email, look around the Dashboard, and find the contracts you have access to on your Contract List. You can watch the interactive demo below or follow the written steps under it.
Stumbled here by mistake looking for a different Quick Start Guide? Check out the guides for Admin Users and Standard Users.
As a read-only user, you can use ContractSafe to:
- Find what you're looking for quickly, even within scanned documents.
- Make sure you're reminded of key contract dates.
- Collaborate with co-workers.
Step 1: Set up your password and log in
You were sent an email invitation from ContractSafe to create a user account. Click the link in the email to set your password. For security reasons, invitation emails expire after 24 hours. If your invitation has expired or you didn't get it, ask your account administrator to re-send it to you.
Step 2: Take a look around the Dashboard
When you log in, you'll see a Dashboard page with a handy account snapshot. There are three main areas of the Dashboard. For a full tour, see The ContractSafe Dashboard.
Contracts
You can see all the Folders you've been given access to. Click any Folder to see all the documents in that Folder.
Key Dates
You can quickly see any upcoming contract dates (Upcoming Dates) at a glance for documents you can access, or switch over to look at any contract dates that may have just passed (Past Dates).
My Views
Besides the Original View (standard layout) and Upcoming View (shows contracts with upcoming dates) that come with your account, you can also access any Views shared with you. Depending on which contract details you want to focus on, you can toggle between different Views in seconds. Learn more about seeing different Saved Views.
Step 3: Find your contracts on the Contract List
After logging in, select Contracts at the top of the page to open your Contract List. This is where all your contracts are listed. Select a contract (by clicking it) for more detailed information on that specific contract, such as value, counterparty, and notes.
You can also use the search bar at the top right of any page to find any contract with a quick, Google-like keyword search. See how to search for a specific word or phrase.
Get more help
And that's it! You can get more help by selecting Support under the Settings icon at the top of every ContractSafe page. Or feel free to contact us directly via chat on the site or by email.