- Your email address is part of the signature, along with the phone number on all contracts signed from your profile.
- For this and several other security and document history reasons, you cannot change the email address associated with your Contractbook account.
- To use Contractbook with a new email address, you must create a new profile with the email address you want to use going forward.
- If your situation is special (such as a company domain change, etc.), contact our support team for assistance with an email change.
What do I do with the signed contracts on my old profile?
In regards to the signed contracts or any other documents you need that are stored on your old profile, you have the following options:
Option 1:
- If you do not need regular access to your already existing contracts, you can choose to keep them stored on your old profile. This is the most straightforward workaround.
- However, it can lead to problems accessing your contracts if you forget your password or no longer have access to the old email address.
Option 2:
- Download all your signed contracts from the old profile and upload them to the new profile.
- This is the best option for regular access to your old contracts.
- Read more about how to upload your old contracts to Contractbook here.
Option 3:
- Use our direct share option for each document you want to share with your new Contractbook account. Read more about sharing drafts and contracts.
- You can allow the Full access type of permission to make the new account the complete owner of the documents.
Option 4:
- Create a shared folder on your new Contractbook account and invite the old profile.
- Then add your signed contracts to the shared folder.
Option 5:
- Create a team on your new Contractbook account and invite the old profile to join the team as a new member. You can then easily deactivate the old profile.
- As the team owner, your new account will access all Contractbook documents created on the old profile. This is the least time-consuming option.
- However, it does require you to be on Foundation plan to create a team.
How can I move all templates from my old profile to the new one?
- If you have templates on your old account that you want to keep using, you can easily send them to the new profile.
- Alternatively, you can add them to a Shared Space and share it with the new account.
If you need additional information or assistance, reach out to us at any time by contacting our Support Team.
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