What training is available for ContractSafe users?

Looking for ContractSafe user training? We've got you covered!

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. 

Live Training Webinars:

1. 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 of session here).
   1. Every Tuesday at 10:00 a.m. Pacific Time (12:oo p.m. CST/1:00 p.m. EST) (Register Here)
      Every Thursday at 8:00 a.m. Pacific Time (10:oo a.m. CST/01:00 p.m. EST)(Register Here)
   2. If you prefer to watch a previously recorded training session at your own convenience, please click here.
2. 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 of session here).
   1. Every Wednesday at 10:00 a.m. Pacific Time (12:oo p.m. CST/1:00 p.m. EST)
      (Register Here)
      Every Friday at 8:00 a.m. Pacific Time (10:00 a.m. CST/11:00 a.m. EST)
      (Register Here)
   2. If you prefer to watch a previously recorded training session at your own convenience, please click here.
3. Newly Released Features Only for all Users
   This is a demonstration and review of the latest ContractSafe features/releases only.  This sessions is meant for all level users. 

1. 1. Every Wednesday at 11:00 a.m. Pacific Time (1:oo p.m. CST/2:00 p.m. EST) (Register Here.)
   2. If you prefer to watch a previously recorded training session at your own convenience, please click here.

User Guides

1. Quick Start Guide for Admin users
2. Short (12 min) training video for new users
3. Quick Start Guide for new users
4. Quick Start Guide for read-only users

One-on-One Sessions

Each account is partnered with a designated Customer Success Manager to help you get the most value out of your account.  Your Customer Success Manager can provide you with consulting and focused training.  To book time with your designated Customer Success Manager, use the links below.

Ashlea Trevino

Zachary Vance

Joshua Siegler

Christina Obin

Ashley Brown

If you are not sure who your designated customer success manager is, please reach out to support@contractsafe.com  and a member of our support team will happily connect you.