First Steps in Contractbook
- Everything you should know about data fields and metadata fields
- How can I use Contractbook in-app automation builder?
- What is the difference between metadata fields and data fields?
- Everything you should know about suggestions in Contractbook
- How do I know if my contract was signed?
- How can I search, sort and filter my documents in Contractbook?
Most Frequently Read Articles
- Can I use data fields in formulas?
- What formatting and editing features can I use in Contractbook?
- How can I use lists in my documents?
- How to do technical troubleshooting in Contractbook?
- How to set up reminders (renewal) automation with Contractbook?
- How to automatically create approval task when a contract is signed?
- What do data fields look like in the body of my documents?
- How can I format dates in data fields?
- What is a draft?
- Private Comments in Drafts
- Collaborators for private comments in drafts
- Public comments for drafts
- Add to a shared folder automation
- Move to a private folder automation
- Organize your documents and templates with folders
- Moving or adding documents?
- How to add documents to my private folders?
- How to use my private Contractbook folders?
- Monitor the status of your documents
- How to edit a signed contract?
- How to edit and resend a contract?
- Can I store already signed documents in Contractbook?
- What is the difference between uploaded and native contracts?
- How does date extraction for uploaded contracts work?
- Using the forms sidebar in your templates
- Templates settings
- 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