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Users & Permissions
Security & Privacy
Articles on how to get the most out of your ContractSafe account
What training is available for ContractSafe users?
How do I use Annotations to link key provisions with fields?
What is the Annotations feature?
Why am I seeing contract text highlighted in blue?
How do I highlight key contract terms?
Why can't I use the Annotations features for my contract?
How do I enable or disable the Annotations feature for my account
How to use Favorites?
Introduction to Upgraded User Permissions
Creating User Groups
What data does the [AI]ssistant tool search for in my documents?
How does e-sign in ContractSafe work?
How to Manage E-Sign Email Notifications
How do I Complete an Intake Request Form?
How Do I Enable and Manage Intake Requests?
New user training
How to correct existing My Company and Counterparty names for multiple records
How can I get contracts approved in ContractSafe?
Using Date Completion Tracking
How to Redline Contracts
Managing Required Fields and Forms
Using Required Fields and Forms
New Contract Page Part 4: Four Different Views
Can I have fields that are required to be completed on a Form?
Video: How to get help from our team?
Can I bulk delete data?
How do I see the upcoming alerts scheduled for a user?
New Contract Page Part 2: Display All Your Fields in Configurable Forms
How Do I Create a Ledger Field?
How can I move the Notes section?
Can I add a reminder to a date for multiple contracts at once?
How can I clean up my file names via bulk edit?
Can emails be saved as Attachments?
Which documents are counted towards the subscription total?
What happens to your data after you cancel your subscription?
What browsers are supported by ContractSafe
The New Contract Page is Here!
Quick video introduction for new ContractSafe users
Quick video introduction for new Read Only users
How can I update our payment information?
How do I login with Microsoft / O365?
What happened to my fields on the new Contract Page?
How do I create a contract with an AutoRenewal?
How can I view my document as a full page?
New Contract Page Part 5: Dates & Reminders Update
New Contract Page Part 3: Notes . . . Where You Want Them
New Contract Page Part 1: Single Page Viewing
Where can I see my subscription details?
What file types can I upload to ContractSafe?
How do I assign a Contract to a Folder via email?
What happens if we hit our contract limit?
How do I run a report on a user's usage?
How to login with Google
How do I see different Saved Views?
Converting Documents to Word or PDF
How do I see my Subfolders?
How to enable and use Subfolders?
How do I get started?
How do I duplicate/copy/clone a contract?
How do I see whether a contract has been emailed out?
New Dashboard Page
What is a Virtual Data Room/Sharing By Tags?
What are Related Documents?
How do I change the email address I send my contracts to for uploading?
How do I create Saved Views?
How do I use Advanced Filters?
How do I customize my Contracts List?
How to View Documents in a Separate Window
How do Tags work?
How do I download selected contracts and data?
How can I make bulk edits?
How do I email documents into ContractSafe?
How do I see my upcoming contract dates?
What are Custom Fields and Templates?
How do I search inside a document?
How to Replace a contract file
How do I email out a report of a View or specific docs?
How do I delete (or restore) a contract?
What happened to my exported contracts / data?
Can I add documents to ContractSafe by using the drag and drop feature?
Can I attach Related Documents to emails?
How do I create Custom Forms?
How do I download all my contracts and data?
How do I generate a unique contract code in ContractSafe?
How do I add and edit Folders?
How do I email out the original contract?
How to rotate your documents in the View Document section?
Setting Date Reminders
How to clear your browser cache and perform a hard refresh
How to search for a specific word or phrase
How can I undelete a contract?
What's the difference between OCR and AI?
How do I edit Saved Views?
How do I add Attachments? How many can I have?
How do I download my original contract?
How to take a screenshot of part of your screen
How do I create a scheduled report?
How do I create Custom Fields and Forms?
How to notify others when contracts are added
Remember to remove Filters and Searches to see all your contracts
How can I print a contract?
Need to see who has access to each folder?
How do I share a View?
How to Create Custom Dates and Add Reminders
How can I archive expired contracts?
What are Ledger Fields?
How do I change the file name in ContractSafe (for download/email)?
ContractSafe Support Hours