The starting point of all your Contractbook activities which enables you to save time.
This default landing page provides you with a smart overview of the relevant information with a vantage point in "What's next" for you to do.
Contractbook Home in its essence is a summary page that highlights what needs your attention and gives you access to the most useful resources.
If you prefer a video walkthrough Contractbook Home from our experts, just click here otherwise, keep reading.
The Home page has four primary sections: Ready for my signature, My tasks, Automations, and Contract data.
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".
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.
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. In here you can also find a link to See all your automations.
Here you can see the breakdown of all your documents summarized by current status (Drafted, Pending, Rejected, or Signed). From this section, you can navigate directly to the respective document tabs by clicking on the data point tiles.
As the last bit of your Contractbook Home page, you have the option of getting right on 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 menu.
Contractbook Home enables you to get a complete overview of all your tasks and legal obligations in a well-designed dashboard.