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Using ContractSafe
Sales
Getting Started
AI Features
Using ContractSafe
Support (Help)
Settings - Users & Permissions - Basics
*NEW* Templates
Contract Page - Data Entry - Reminders
Reporting - Searching - Creating Views - Bulk Edits
Custom Field and Forms
Users & Permissions
Integrations
DocuSign
Salesforce
SSO
Zapier
API
Security & Privacy
UPDATES
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Help Center
Using ContractSafe
Sales
Getting Started
AI Features
Using ContractSafe
Support (Help)
Settings - Users & Permissions - Basics
*NEW* Templates
Contract Page - Data Entry - Reminders
Reporting - Searching - Creating Views - Bulk Edits
Custom Field and Forms
Users & Permissions
Integrations
DocuSign
Salesforce
SSO
Zapier
API
Security & Privacy
UPDATES
Using ContractSafe
Articles on how to get the most out of your ContractSafe account
VIDEO: How to search and find contracts and provisions in seconds
VIDEO: Introduction to the Dashboard
VIDEO: Introduction to the Contract List
How to Create, Approve, and Sign New Contracts
How to add an additional signer to a contract which has already been sent out for signature.
Using Contract Metrics
Support (Help)
ContractSafe Support Hours
What browsers are supported by ContractSafe
What happens if we hit our contract limit?
How to clear your browser cache and perform a hard reload
How to take a screenshot of part of your screen
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Settings - Users & Permissions - Basics
How to enable Google login for your Organization
What are the different User Roles?
What file types can I upload to ContractSafe?
Adding Multiple Users at Once
How do I see the upcoming alerts scheduled for a user?
Which documents are not counted towards the subscription total?
How do I run a report on a user's usage?
How to set up Google Login (Individual Users)
How to enable and use Subfolders?
What is a Virtual Data Room (Sharing By Tags)?
How do I change the email address I send my contracts to for uploading?
How do Tags work?
How do I email documents into ContractSafe?
Never Miss a Deadline: Stay Organized with ContractSafe's Upcoming View
Can I add documents to ContractSafe by using the drag and drop feature?
How do I add and edit Folders?
How can I restore a deleted contract?
How to notify others when contracts are added
Need to see who has access to each folder?
How can I archive expired contracts?
How do I change the contract/file name in ContractSafe?
How to Adjust Users' Inactivity Logout Times in ContractSafe
How do I delete (or restore) a contract?
How to reset Two-Factor Authentication?
What is the Recent Activity tab?
NEW* Introducing "My Company Management"
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*NEW* Templates
Creating Templates in ContractSafe!
Contract Creation with Templates in ContractSafe!
NEW* Create contracts using Templates directly from a submitted Intake Form
Creating and managing templates
Contract Page - Data Entry - Reminders
The Contract Page
Contract Page: Single Page Viewing
New Contract Page Part 2: Display All Your Fields in Configurable Forms
How to add multiple Contract-Specific Dates and Add multiple Reminders
Setting Date Reminders
Add a reminder to a date for multiple contracts at once
How do I create a contract with an AutoRenewal?
How do I access the Full Audit Trail for a contract?
What is the Annotations feature?
How do I enable or disable the Annotations feature for my account?
How do I use Annotations to link key provisions with fields?
Why can't I use the Annotations features for my contract?
How do I highlight key contract terms?
Why am I seeing contract text highlighted in blue?
How to mark a document as a Favorite.
How to Redline Contracts
How can I move the Notes section?
Can emails be saved as Attachments?
What happened to my fields on the new Contract Page?
How can I view my document as a full page?
Notes - Where You Want Them
Contract Page: Four Different Views
How do I assign a Contract to a Folder via email?
Converting Documents to Word or PDF
How do I duplicate a contract?
How do I see whether a contract has been emailed out?
What are Related Documents?
How to View Documents in a Separate Window
How do I search inside a document?
How to Replace / Update a contract
Can I attach Related Documents to emails?
How do I generate a unique contract code in ContractSafe?
How do I email out the original contract?
How to rotate your documents?
How do I add attachments? How many can I have?
How do I download my original contract?
How can I print a contract?
Commenting Feature in ContractSafe
NEW* How to download a report of all the reminders sent out by your organization.
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Reporting - Searching - Creating Views - Bulk Edits
How to correct existing My Company and Counterparty names for multiple records
Using Date Completion Tracking
How can I clean up my file names via bulk edit?
How do I see different Saved Views?
How do I see my Subfolders?
How do I create Saved Views?
How do I use Advanced Filters?
How do I customize my Contracts List?
How do I download selected contracts and data?
How can I make bulk edits?
How do I email out a report of a View or specific docs?
What happened to my exported contracts / data?
How do I download all my contracts and data?
How to search for a specific word or phrase
How do I edit Saved Views?
How do I create a scheduled report?
Remember to remove Filters and Searches to see all your contracts
How do I share a View?
See more
Custom Field and Forms
What are Custom Fields and Forms?
How do I create Custom Fields and Forms?
Managing Required Fields and Forms
Using Required Fields and Forms
What are Ledger Fields?
How Do I Create a Ledger Field?
How do I create Custom Forms?
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