How to mark a task as complete on the Home page?
How to view an Active Contract from the Home page?
How to add Customer contact?
How to add a Vendor contact?
How to add Employee contact?
How to create a contract from Contract Drafting?
There are two ways to create a contract in Contract Drafting: from scratch or using a sample contract.
1. CREATING A CONTRACT FROM SCRATCH
2. CREATING A CONTRACT USING A SAMPLE CONTRACT
How to insert signature party fields?
How to collaborate on a Contract Draft?
How to navigate the Contract & Clause Library?
How to add a new Sample Contract?
How to add a new Contract Clause?
How to edit Category Names?
How to edit Contract Clauses?
How to edit Contract Clauses?
How to create a contract using a document from your computer?
How to set up automation rules for a contract?
After you have chosen your contract, you will be taken through steps 2-6 of the contract automation process:
How to view the Contract Dashboard?
How to view the Contract Summary?
How to approve a contract from yourContract Dashboard?
How to sign a contract from your Contract Dashboard?
How to send a contract to the Contract Vault?
How to insert custom fields into a Template?
How to insert signature fields into a template?
How to create a contract from Templates?
How to create a webform?
How to fill out a webform?
How to process a requested contract via webform?
How to chat within a contract?
How to track changes?
How to upload an active contract?
How to send an active uploaded contract to the Contract Vault?
How to view a contract within the Contract Vault?
How to view contract details quickly within the Contract Vault?
How to create a security pin for the Contract Vault?
How to set reminders for a contract?
How to search for a specific contract within the Contract Vault?
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