Contractbook Team
- Team logo and name
- The differences between a team owner, admin, member, and viewer
- What is the difference between a team member and a team viewer?
- How can I turn a member into a viewer?
- I turned member into viewer - how do I make them a member again?
- Adding and deactivating team members
Contractbook Tasks
- How can I add details to my contract tasks?
- How to add a new task to my contracts?
- How can I use automatic tasks?
- How to manage tasks in drafts from the sidebar view?
- Task management dashboard
- How to track and manage all assigned to me tasks?
Contractbook Shared Drafts and Contracts
- How to share Contractbook drafts?
- How can I unshare a shared draft?
- Who can see what changes were made to the body of a shared draft?
- How to share pending, signed and rejected contracts?
- How can I unshare a shared pending, signed or rejected contract?
- Shared draft sent for signatures
Contractbook Shared Templates
- Everything you should know about spaces
- Who owns templates within shared spaces?
- How can I turn a private space into a shared one?
- How to move your templates out of shared categories and into a space?
- Where can I find the drafts created from the templates within a space?
- What happens when multiple collaborators edit the same template in a space?
Contractbook Shared Folders
- How to add or remove contracts from a shared folder?
- I added a document to shared folder and deleted the original file - what happens?
- How can I see with whom a folder is shared?
- Can I control contract permissions in a shared folder?
- Can I add contracts to a shared folder automatically?
- Who can see what changes were made to the body of contracts in shared folders?