Every account comes with full support and a designated Customer Success Manager (CSM). Here are the onboarding steps to help you get started quickly and easily!
1. Attend the account setup session
The Account Setup Session is a live, interactive session for administrative users. It takes approximately 30 to 35 minutes and reviews the key features and account areas needed for a successful setup before your onboarding call.
This session is intended for users with Account Owner, Administrator, or Department Admin roles.
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Register for the current Admin 101 session. Every Tuesday at 10:00 a.m. Pacific Time (12:oo p.m. CST/1:00 p.m. EST
- If you prefer to watch a previously recorded training session at your own convenience, please click here.
Your onboarding call with your designated CSM is used to discuss:
- Your goals and timelines
- Account setup
- Contract migration
- Training options
- Questions and answers
To identify your CSM, sign in to ContractSafe, select the blue question mark icon, and look for Contact your CSM. If you are not sure who to contact, email support@contractsafe.com and the Support team can connect you with your CSM.
To book time with your designated CSM, use the links below.
Christina Obin
Shannon Williams-Brandon
If you are not sure who your designated customer success manager is, you may log in to your account, click on the blue question mark icon and see your CSM under "Contact your CSM"
You may also reach out to support@contractsafe.com and a member of our support team will happily connect you with your CSM.
3. Migrate legacy contracts
If you have existing contracts outside ContractSafe, your CSM can help you identify the best migration approach and coordinate the next steps.
ContractSafe offers services to make the migration easier:
Tip: Before migration begins, decide which contracts should be included, how they should be organized, and which users need access to each area.
4. Plan training and system rollout
Attend the 101 Training Session and invite the users who will work in ContractSafe. Training helps users understand the system before they begin managing live contracts.
Use the available ContractSafe training resources to support your rollout and provide continued guidance after onboarding.
Roll out the system in stages when appropriate. Start with the users who will administer the account, then add the teams responsible for uploading, reviewing, approving, and maintaining contracts.