Your Contractbook Onboarding Checklist

What do I need to get started on a Foundation plan?

In this section of the article, we will go through the onboarding checklist to get you started on our Foundation plan.    

1. Set up your profile: you can easily complete your profile settings, but this will save you so much time going forward! The information you add under Profile settings->Company and Personal details will always be available to you on all your Contractbook contracts in one-click time. 
2. Create your team: the users under your Contractbook account will be represented in a team. After you create your team you will be able to add team members and viewers to it.
   Furthermore, you will be able to control document access for each member or guest by setting team-level permissions. And the team will have its own document work environment under the Team folder.
3. Get to know the difference between templates and drafts: templates will be your universal base on our platform and you will often use them for the creation of your contracts. Understanding the two different lifecycle stages of your legal documents: templates and drafts will reveal to you how your usual Contractbook management workflow will be looking. 
4. Create one template: from scratch or from Contractbook templates library and save it under your account. Discover the numerous features we have created for you to save time while managing your legal obligations. You can also test our Template generator and turn any of your pre-existing templates into a dynamic searchable format with the use of Data and Meta Fields.
5. Basic recommended workflows and features: getting an idea about the basic process of creating drafts from your templates and sending them for signatures to your recipients will boost your onboarding. You can go ahead and test the way it works. Use the template you have already created in step 4 and save it as a draft.
   1. Can you already see the difference in locating templates and drafts under your account?
      Now find the draft you have created and turn it into a contract by sending it to some of your team members. The recipients from your team can then use our Guides for Recipients to learn how to turn the contract you sent into a fully signed document in Contractbook.
      Explore the steps together with your teammates and note down any of your feedback and questions which we highly encourage you to bring up in our onboarding call. 

   2. Internal and external revisioning: get to know the internal commenting features you can use with your teammates across all your contract drafts. And use the public commenting mode to invite any external collaborators to revise documents directly in Contractbook.  

   3. Document changes revisioning: get familiar with your Documents Version History - your source of information about all edits made in private, shared, and Team documents.

6. Organize your documents: during this step, you can create a private folder and move a template or the signed in the previous step contract to it.
   You can also explore how shared folders work by creating one, adding a document to it, sharing it with your team, and learning about the way Document Version History of documents within shared folders work.
   It is beneficial to use folders within your Contractbook environment for better overview, collaboration, and organization.
   By getting an idea about the difference between adding and moving documents to your folders, you will be ready to manage your legal obligations more structured and synchronized than ever. 
7. Basic in-app automation builder workflows: get ready to leverage your contracts lifecycle by automating the most time-consuming workflows. As a commonly used example, you can use our in-app Automation Builder to add automatic tasks and use the automatic date extraction in uploaded contracts and attachments for creating reminders in your contracts.
   Get an overview and inspiration around the possibilities Contractbook can offer and try building some workflows on your own by following our guided articles. 

What do I need to get started on a Foundation plan with an Add-on?

How to achieve the best imaginable setup? Here is the checklist for you to get prepared for your onboarding call:

1. Define who is going to be involved in the call with us: we recommend the person who signed the contract with us to be present, and the implementation manager from your company if that person is different than the signee. Additionally, it is expected that the person on the onboarding call with us has admin rights to the tool you want to integrate with (for example Salesforce, HubSpot, Pipedrive, etc).
2. Identify the general automation workflow: having a plan about which steps you want to automate with your chosen Contractbook Add-on will be very beneficial for your onboarding process. You can read use our No Code Automation Builder and Integrations articles for more insights about the possibilities to empower your contract management flow. 
3. Use editable fields to mark the data points in your templates: With the workflow in mind, as a next step, you need to make sure the templates that are going to be used for the automation setup include the data points which will be pulled into the draft created from it defined as editable fields. This will allow the automation to recognize and pull the right data in as a result of running the automation with your integrated tool. 
4. Define the data points in the external tool we will connect with Contractbook: Last but not least, you need to make sure that you have the data points in the external tool you want to integrate with Contractbook defined as well.
   Here are some example data points in HubSpot that can usually be broken down into two categories:

   1. Contract data

   2. Billing data

• • Examples of HubSpot data:
    • Line items title
    • Line items price
    • Total amount per month
    • Currency
    • Hubspot deal ID