1. Help Center
  2. Getting Started

What are the steps for getting started with your new ContractSafe account?

We are here to walk you step-by-step through a successful onboarding and implementation!

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! 

Step 1. Account Setup Session for Administrative Users Only. This is a live and interactive (30 - 35 min) session. This is a presentation and review of the key features and areas of your account needed for a successful setup and to prepare you for your onboarding call.  This session is meant for users with  Account Owner, Administrator and Department Admin roles. (Outline of session here).

  • Every Tuesday at 8:00 a.m. Pacific Time (10:oo a.m. CST/01:00 p.m. EST)
    (Register Here)
  • If you prefer to watch a previously recorded session at your own convenience, please click here.
Step 2: Onboarding Call. Schedule a live onboarding session with your designated Customer Success Manager to cover:
    1. Your goals and timelines
    2. Account setup
    3. Contract migration 
    4. Training options
    5. Q+A

To book time with your designated CSM, use the links below.

Ashlea Trevino

Zachary Vance

Joshua Siegler

Christina Obin

If you are not sure who your designated customer success manager is, please reach out to support@contractsafe.com and a member of our support team will happily connect you.

Step 3: Migrate your legacy contracts.
We offer services to help make this easy! Your CSM will help you identify the right path for you, and help make it happen!
      1. Jump Start Service
      2. Bulk Upload Service

    4. Rollout and User Training. Invite your users to get started with the account.  We offer lots of training resources and options to make it easy for them.

    5. Remember you are not in this alone!  Your CSM and the support team are here to help!