Help Center | Contractbook
Categories
- Contractbook Basics A collection of articles to help you get familiar with the basic areas and features of Contractbook platform.
- Getting Started with Contractbook A collection of articles to help you get your Contractbook journey kicked off.
- Contractbook Work Together A collection of articles to empower your collaborative skills on Contractbook.
- Contractbook Signature A collection of articles with all the help you need to understand Contractbook signing process.
- Contractbook Automations A collection of articles to help you manage the entire lifecycle of your contracts by automating every part of them.
Promoted articles
- Can I use editable fields in formulas?
- Best practices to organize my documents in Contractbook
- Contractbook basic workflow and features
- How can I search in Contractbook?
- Private Comments in Drafts
- Can I add comments to shared with me drafts or contracts?
- How can I format numbers in editable fields?
- How to edit a signed contract?
- How to enable two-factor (2FA) authentication?
- How do my documents become searchable in Contractbook?
- How to reactivate/delete a deactivated team member?
- I turned member into viewer - how do I make them a member again?
- Shared draft sent for signatures
- Who is a draft shared with?
- What types of permissions can I allow my collaborators in shared drafts?
- How can I unshare a shared draft?
- How can I unshare a shared Pending or Signed contract?
- Can I send a shared with me draft for signature?
- Can I share drafts and other documents automatically?
- How can I move Templates between Spaces?
- What happens when multiple collaborators edit the same template in a Space?
- Templates within Spaces
- Where can I find the drafts created from the templates within a Space?
- How can I delete a Space?
- How to move your templates out of shared categories and into a Space?
- How can I unshare templates with my teammates using Spaces?
- How can I share templates with my teammates using Spaces?
- How can I turn a private Space into a shared one?
- How can I use Spaces?
- What are the benefits of sharing documents in Contractbook?
- How to share Pending and Signed contracts?
- How to share Contractbook drafts?
- How to add or remove documents from a shared folder?
- Who can see tasks added to my drafts and pending contracts?
- What happens when I receive a "change request" from one of the Signees on the contract I sent?
- How can I add attachments to my contract?
- Task due date is reached - automation trigger
- How can I use templates from Spaces in Automations?
- What is a lookup table and how can I use it in my automations?
- How can I use the Attachments tab in the Automation Builder?
- How can I set up an automated workflow using Party and Signee variables?
- How can I share documents in Contractbook automatically?
- How can I use Party and Signee contact details in my automations?
- Use dynamic tables for your automations
- Task is done - automation trigger
- How to automatically create a new contract draft once a questionnaire is completed?
- What do I need to integrate Contractbook with Zenegy?
- What do I need to integrate Contractbook with Salesforce?
- How can I use Contractbook and HubSpot integration?
- How can I use Contractbook and Pipedrive integration?
- How can I integrate Contractbook with the rest of my tech stack?
- Contractbook in-app Zenegy integration
- Automatic employees creation and update: Zenegy integration
- Can I Bulk Send one contract to many recipients at the same time?