Contractbook Home

The landing page each time you log in to your Contractbook profile enables you to save time.

Contractbook Home enables you to get a complete overview of all your tasks and legal obligations in a well-designed dashboard.

Contractbook Home in its essence is a summary page that highlights what needs your attention and gives you access to the most useful resources.

The Home page has four primary sections: Ready for my signature, My tasks, Automations,

Last opened documents and Contract data.

• Ready for my signature                                                                                                                      

Here you will have an overview of the pending contracts that require your signature, along with the option to go directly to the document(s) by clicking "Review and sign".

• My Tasks                                                                                                                                                

Here you can find the overview of all your upcoming tasks, sorted by date, so you can stay notified about what first needs to be dealt with. By clicking on the specific task, you will get redirected to the document to which the task is associated, then you can easily review it.

• Automations                                                                                                                                             

Here you have an overview of your most commonly used automations. The section reveals details about how often and when lastly each of them has been used. Here you can also find a link to See all your automations.

• Contract data                                                                                                                                          

Here you can see the breakdown of all your documents summarized by current status (Drafted, Pending, Rejected, or Signed). You can navigate directly to the respective document tabs from this section by clicking on the data point tiles.  

• Last opened documents

The three most recent documents you have opened under your Contractbook account with a few important details: last time of use, signature status, and title.

If you click on See all documents shortcut button, you will then be sent to the overview of all your existing contracts.

Create

The Call-To-Action button you can find at the Home page, will get you right to your Draft, Template, or Automation creation.

Simply click on the blue button Create from the top right-hand corner and choose one of the three available options from the drop-down list.

If you prefer a video walkthrough Contractbook Home from our experts, just click here otherwise, keep reading.