Using ContractSafe

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?
• 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?
• 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)?