First Steps in Contractbook
- How can I allow others to fill in details before sending the contract for signature?
- How can I add and delete data fields?
- Using your Contract View
- What is a team folder and how does it work?
- How to test and troubleshoot new workflows in best practice
- Everything you should know about data fields and metadata fields
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?
- Share document in-app automation
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?
- How does Contractbook smart reader work in my search?
Signed contracts
- Monitor the status of your contracts
- Can I store signed contracts in Contractbook?
- How to edit a signed contract?
- How to edit and resend a contract?
- What is the difference between uploaded and native contracts?
- How does date extraction for uploaded contracts work?
Contractbook Templates
- Templates settings - default signature and language
- Dynamic templates
- 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