First Steps in Contractbook
- How can I use Contractbook in-app automation builder?
- What signature types can I use in Contractbook?
- How to test and troubleshoot new workflows in best practice
- Everything you should know about data fields and metadata fields
- What are data fields?
- Smart Template Guide
Most Frequently Read Articles
- How can I search, sort and filter my contracts in Contractbook?
- Using tables in contracts
- How can I assign data and metadata fields to others?
- What formatting and editing features can I use in Contractbook?
- How can I use lists in my contracts?
- How to do technical troubleshooting in Contractbook?
Contractbook Drafts
- What is a draft?
- Private comments in drafts
- Collaborators for private comments in drafts
- Public comments for drafts
- How to add public comments to a draft?
- How can I find comments added to a draft?
Contractbook Folders
- Organize your contracts and templates with folders
- Moving or adding contracts?
- How to use my private folders?
- Move contracts to private folders
- How can I delete, rename and move private folders?
- Can I move a private folder with contracts into a shared folder?
Signed contracts
- Can I export my contract data to CSV?
- Monitor the status of your contracts
- How to edit a signed contract?
- How to edit and resend a contract?
- Can I store signed contracts in Contractbook?
- What is the difference between uploaded and native contracts?
Contractbook Templates
- Dynamic templates
- Templates settings - default signature and language
- What are Contractbook predefined templates?
- How to customize a template from Contractbook library?
- How can I create a template from scratch?
- How to create a template from a draft or a contract