UPDATES
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      Q2 Product Enhancements

      This article will cover some of the recent enhancements to the ContractSafe product made in Q2.

      1. Enhanced Reporting

      Our new “All Reminders Report" lets you see all your organization's contract alerts in one convenient place. Find this new report in the “Views, Reports, & Downloads” area of Settings. 

      2. Create contracts using Templates directly from a submitted Intake Form

      Seamlessly create contracts directly from the intake forms your users submit by connecting those forms with our templates feature.

        • Easily create contracts from submitted intake forms.
        • Contract data collected from the intake form will automatically be populated into the template creation process.
        • If additional changes happen, you can also update the contract using the template feature.
        • You can learn more via our help article: Create contracts using Templates directly from a submitted Intake Request

      3. Emails & Reminders

      You can now include related documents in your date reminder emails, keeping everything needed in one place. This will attach all related document files when sending the reminder.

      4. My Company Management

      Easily manage the companies within your organization with our new My Companies Management feature found in Company Setting.

        • Admins can add, rename, merge, and delete the companies your organization uses.
        • If you have our [AI]ssistant, we will now be able to improve the accuracy of the "My Company" extraction by referencing this managed list.
        • Note: Initially, non-admins can still use and add companies via the contract page.
        • You can learn more via our help article on My Company Management.

      5. Improved Settings User Interface and Experience

      We've simplified the settings UI to make tasks like managing users and generating reports even simpler. Now, you can also customize the filters and AI fields that display for you and your organization.

        • Navigate through each area of settings easily with our new left navigation bar.
        • Adding & managing Users has gotten even easier with our improved UI.
        • As an admin, you can control which fields the [AI]ssistant looks for and extracts from your contracts in the AI and Workflow Options area.
        • All your Views, Reports, & Downloads have been simplified and centralized into this refreshed area of settings.
        • All users can control which filters will show up for them using the Filters area.
        • You can learn more via our help article on the new Settings UI.

      6. Contacts List UI & UX Improvements

        • Simply click on the three dots by the column name to pin and unpin columns.
        • Use command+click/ctrl+click to open a contract in a new tab, allowing you to view multiple documents simultaneously.
        • Enjoy quicker loading times for your contracts list with our performance improvements.

      7. Improved Permissions & Access

        • Auto-apply permissions for new subfolders
        • Read Only users can now utilize commenting.
        • SSO domain recognition support on the main login page.

      Please reach out to support@contractsafe.com if you require further assistance.