Creating and managing intake forms

Need a way for internal or external partners to submit contracts for review and request contracts to be generated? We’ve got you covered.

Table of contents

• Turning on Intake Forms
• Adding and editing Intake Forms
• Completing an Intake Form
• Sending & Sharing an Intake Form
• Managing allowed guest domains

Turning on Intake Forms

Select Settings > AI and Workflow Options

Toggle intake forms On 

Once enabled, all users (including read-only) can add a contract using Intake forms. 

Adding and editing Intake forms

From the settings page, select Manage Intake Forms > Add Intake Form > FORM FIELDS tab

Add a Form Name, choose Destination Folder, and add any Fields you'd like to be included

When done, select Save Intake Form

Adding Hidden Fields

These fields allow you to add fields to the contract without the need for end users to see those fields when creating the contract.

While adding or editing an Intake Form, select the HIDDEN FIELDS tab.

Add fields and include the data that will be prefilled through this intake form.

Select Save Intake Form when done.

 

Completing an Intake Form

When logged into ContractSafe, Select Add Contracts > Intake Request in the top right

Select Intake Request

Select an intake form

Complete the requested fields

Upload any documents and/or attachments

Select Submit and you're done!

If you don't have a document yet, no worries, Add the title of the file and the document can be uploaded by a user with editing permission later on. 

Sending & Sharing an Intake Form

Go to Settings > AI and Workflow Options > Manage Intake Forms 

Select the share icon Just click on the sharing icon next to the Intake Form you want to share. 

For ContractSafe users, copy the link to share. 

For guest users, select the dropdown > Generate

A new link will appear that you can now copy and use. 

Manage allowed guest domains

For security reasons, we offer a way to limit the use of links to people on your chosen email domains.

Go to Settings > AI and Workflow Options > Manage Intake Forms

In the new window, Select Manage Allowed Guest Domains.

Turn ON Restrict Guest Access and include any domains you want to the use shareable link. 

Don’t forget to Save!

Please reach out to support@contractsafe.com for any questions.