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Users & Permissions
Security & Privacy
Articles on how to get the most out of your ContractSafe account
What happens to your data after you cancel your subscription?
How can I clean up my file names via bulk edit?
What browsers are supported by ContractSafe
New user training
What training is available for ContractSafe users?
Can I add a reminder to a date for multiple contracts at once?
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 Create a Ledger Field?
How do I login with Microsoft / O365?
Which documents are counted towards the subscription total?
New Contract Page Part 4: Three Different Views
What happened to my fields on the new Contract Page?
How do I create a contract with an AutoRenewal?
How can I move the Notes section?
How can I view my document as a full page?
New Contract Page Part 5: Dates & Reminders Update
New Contract Page Part 2: Display All Your Fields in Configurable Forms
How to Try the New Contract Page
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?
How do I see the upcoming alerts scheduled for a user?
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?
Can I bulk delete data?
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?
Can I organize contracts in Subfolders?
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 enter information into Custom Fields and Templates?
Streamlined Contract Detail Page
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?
Exciting Changes! Better/Faster/Easier
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?
Drag and Drop throughout ContractSafe
Can I attach Related Documents to emails?
How do I create Templates of Custom Fields?
How do I download all my contracts and data?
How do I generate a unique contract code in ContractSafe?
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?