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Using ContractSafe
Sales
Getting Started
Using ContractSafe
Support (Help)
Settings - Users & Permissions - Basics
*NEW* Templates
Productivity Package
Contract Page - Data Entry - Reminders
Reporting - Searching - Creating Views - Bulk Edits
Custom Field and Forms
Users & Permissions
Integrations
Security & Privacy
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Help Center
Using ContractSafe
Sales
Getting Started
Using ContractSafe
Support (Help)
Settings - Users & Permissions - Basics
*NEW* Templates
Productivity Package
Contract Page - Data Entry - Reminders
Reporting - Searching - Creating Views - Bulk Edits
Custom Field and Forms
Users & Permissions
Integrations
Security & Privacy
Using ContractSafe
Articles on how to get the most out of your ContractSafe account
Support (Help)
ContractSafe Support Hours
What browsers are supported by ContractSafe
What happens if we hit our contract limit?
How to clear your browser cache and perform a hard reload
How to take a screenshot of part of your screen
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Settings - Users & Permissions - Basics
Enabling a Google login for your account
What are the different User Roles?
What file types can I upload to ContractSafe?
Adding Multiple Users at Once
How do I see the upcoming alerts scheduled for a user?
Which documents are counted towards the subscription total?
How do I run a report on a user's usage?
How to login with Google
How to enable and use Subfolders?
What is a Virtual Data Room/Sharing By Tags?
How do I change the email address I send my contracts to for uploading?
How do Tags work?
How do I email documents into ContractSafe?
How do I see my upcoming contract dates?
Can I add documents to ContractSafe by using the drag and drop feature?
How do I add and edit Folders?
How can I undelete a contract?
How to notify others when contracts are added
Need to see who has access to each folder?
How can I archive expired contracts?
How do I change the file name in ContractSafe (for download/email)?
How to Adjust Users' Inactivity Logout Times in ContractSafe
How do I delete (or restore) a contract?
How to reset the Two-Factor Authentication method?
What is the Recent Activity tab?
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*NEW* Templates
Creating Templates in ContractSafe!
Contract Creation with Templates in ContractSafe!
How to Allow Non-users to create contracts via the Templates & Intake Forms
Productivity Package
What data does the [AI]ssistant tool search for in my documents?
How to Manage E-Sign Email Notifications
How does e-sign in ContractSafe work?
How do I Complete an Intake Request Form?
How Do I Enable and Manage Intake Requests?
How can I get contracts approved in ContractSafe?
Can I have fields that are required to be completed on a Form?
What's the difference between OCR and AI?
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Contract Page - Data Entry - Reminders
How do I access the Full Audit Trail for a contract?
Why am I seeing contract text highlighted in blue?
How do I highlight key contract terms?
What is the Annotations feature?
Why can't I use the Annotations features for my contract?
How do I enable or disable the Annotations feature for my account
How do I use Annotations to link key provisions with fields?
How to use Favorites?
How to Redline Contracts
Can I add a reminder to a date for multiple contracts at once?
Can emails be saved as Attachments?
The New Contract Page is Here!
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 1: Single Page Viewing
New Contract Page Part 2: Display All Your Fields in Configurable Forms
Notes - Where You Want Them
New Contract Page Part 4: Four Different Views
New Contract Page Part 5: Dates & Reminders Update
How do I assign a Contract to a Folder via email?
Converting Documents to Word or PDF
How do I duplicate/copy/clone a contract?
How do I see whether a contract has been emailed out?
What are Related Documents?
How to View Documents in a Separate Window
How do I search inside a document?
How to Replace / Update a contract
Can I attach Related Documents to emails?
How do I generate a unique contract code in ContractSafe?
How do I email out the original contract?
How to rotate your documents in the View Document section?
Setting Date Reminders
How do I add attachments? How many can I have?
How do I download my original contract?
How can I print a contract?
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Reporting - Searching - Creating Views - Bulk Edits
How to correct existing My Company and Counterparty names for multiple records
Using Date Completion Tracking
How can I clean up my file names via bulk edit?
How do I see different Saved Views?
How do I see my Subfolders?
How do I create Saved Views?
How do I use Advanced Filters?
How do I customize my Contracts List?
How do I download selected contracts and data?
How can I make bulk edits?
How do I email out a report of a View or specific docs?
What happened to my exported contracts / data?
How do I download all my contracts and data?
How to search for a specific word or phrase
How do I edit Saved Views?
How do I create a scheduled report?
Remember to remove Filters and Searches to see all your contracts
How do I share a View?
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Custom Field and Forms
Managing Required Fields and Forms
Using Required Fields and Forms
What are Ledger Fields?
How Do I Create a Ledger Field?
What are Custom Fields and Forms?
How do I create Custom Forms?
How do I create Custom Fields and Forms?
How to Create Custom Dates and Add Reminders
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