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Using ContractSafe
Sales
Getting Started
Using ContractSafe
Users & Permissions
Integrations
Security & Privacy
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Help Center
Using ContractSafe
Sales
Getting Started
Using ContractSafe
Users & Permissions
Integrations
Security & Privacy
Using ContractSafe
Articles on how to get the most out of your ContractSafe account
What file types can I upload to ContractSafe?
Quick video introduction for new ContractSafe users
How do I assign a Contract to a Folder via email?
Which documents are counted towards the subscription total?
How do I create a contract with an autorenewal?
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
Enabling a Google login for your account
How do I see different Saved Views?
Converting Documents to Word or PDF
How do I change the credit card used for my subscription?
How do I see my Subfolders?
How to enable and use Subfolders?
Advanced Search
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 refresh your browser
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?
Can I get a report of the contact information for my contract parties?
How do I create Custom Fields?
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
How can I archive expired contracts?