Our mission is to make contract management EASY! We include full support with all our subscriptions. Here are some training resources to help you and your team get the most value from your ContractSafe account.
Table of Contents:
Live Training Webinars
Account Setup for Administrative Users Only
This is a live and interactive (30 - 35 min) session. This is a presentation and review of the key features and areas of your account needed for a successful setup. This session is meant for users with Account Owner, Administrator and Department Admin roles.
Outline:
- Introduction
- Support
- Organization Information
- Filename
- Download All
- Folders & Tags
- Users
- Security & Integrations
- Custom Fields & Forms
- AI & Workflow Options
- Closing
If you prefer to watch a previously recorded training session at your own convenience, please click here.
ContractSafe 101 for All Users
This is a live and interactive (35-40 min) session. We will present the functionality, features and areas of your ContractSafe account, along with some best practices and tips and tricks. This sessions is meant for all level users.
Outline:
- Introduction
- Quick Hitters
- Searching
- Uploading
- Support
- Dashboard
- Folders Dropdown
- Key Dates
- Recent Activity
- Views
- Approval Shortcut
- Contracts List
- Views
- Filtering
- Reporting
- Bulk Action
- Contract Page
- AI
- Annotations
- Forms
- Reminders
- Autorenewal
- Related Documents
- Tagging
- Approvals
- E-Sign
- Sending Documents
- Other
- Closing
Every Wednesday at 10:00 a.m. Pacific Time (12:oo p.m. CST/1:00 p.m. EST) Register here
If you prefer to watch a previously recorded training session at your own convenience, please click here.User Guides
- Quick Start Guide for Admin users
- Short (12 min) training video for new users
- Quick Start Guide for new users
- Quick Start Guide for read-only users
One-on-One Sessions
Your subscription is partnered with a Customer Success Manager to help you get the most value out of your account. Your CSM can provide you with consulting and focused training. To book time with your designated Customer Success Manager, use the links below.
If you are not sure who your designated customer success manager is, you may log in to your account, click on the blue question mark icon and see your CSM under "Contact your CSM"
You may also reach out to support@contractsafe.com and a member of our support team will happily connect you with your CSM.