Need an easy way for your team to submit contracts into your account? No problem!
You can forward an email with a signed contract right into ContractSafe. Or scan a contract and have the scanner email it to ContractSafe. Or even have your team email new draft contracts for review and approval. And, like anything else you upload into ContractSafe, we will convert any non-searchable documents attached to the email into searchable documents.
Click on the Add Contracts button at the top of the screen.
In the dialog box that opens up, select Add Contracts via Email (the second option under Add Contracts).
Your email-in address will appear.
When you send an email in, the document name(s) in the email will show up as the document name(s) in ContractSafe. You can always rename them later.
Any text in the email will go into the Notes section of your account. This is really handy if someone is emailing a contract with instructions. Or just want to keep the paper trail of the email!
You can also assign a Folder to the emailed documents by simply putting Folder=[FILL IN FOLDER NAME HERE] anywhere in the subject line. For example, to assign the Corporate Folder, you'd add Folder=Corporate.
Caution: The folder name is case sensitive. Failure to input the correct uppercase and lowercase letters will send your contracts to the Uncategorized folder. This folder can only be accessed by certain users.
Any Account Owner, Administrator, or Account Manager can change the email prefix to be something easy to remember or use for your organization (e.g., your company name). They can also set whether Admins and the Account Owner receive notification (via email) when a document is uploaded. This can all be managed by going to Settings>Company Settings>Email Settings.
Accepted formats:
| Documents | .pdf .doc .docx .bdoc |
| Spreadsheets | .xls .xlsx |
The maximum email size for emailing in is 50mb. Larger emails will be rejected.
Please note: When sending contracts via email, you can use various file formats except for images. We have disabled image attachments to prevent the creation of contracts containing logos, signatures, and other graphical elements. If you need to email an image to ContractSafe, please save it as a PDF file before attaching it to your email and sending it to your ContractSafe account.
Please reach out to support@contractsafe.com for any questions.