Contractbook Team
- 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
- Adding and removing Team Viewers
Contractbook Tasks
- How to add a new task to my Contractbook documents?
- How can I add details to my document tasks?
- 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
- Who can see what changes were made to the body of a shared draft?
- Who can see what changes were made to the body of a shared contract?
- How to share Contractbook drafts?
- How can I unshare a shared draft?
- How to share Pending, Signed and Rejected contracts?
- How can I unshare a shared Pending or Signed contract?
Contractbook Shared Templates
- 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?
- How can I use Spaces?
Contractbook Shared Folders
- Who can see what changes were made to the body of documents in Shared folders?
- Create a shared folder
- How can I see with whom a folder is shared?
- Can I control document permissions in a shared folder?
- Can I add documents to a shared folder automatically?
- How to add or remove documents from a shared folder?