Gabriel
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Articles
Recent activity by Gabriel-
Take Control of your data fields in the Data Fields Library
Managing data fields across templates, drafts, and automations can be challenging without a centralised system. To address this, the Data Fields Library provides a dedicated space to organise, edit...
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What are data fields?
This article describes data fields. It contains the following topics: Meaning and usage of data fields Benefits of using data fields Document permissions needed to see data fields Transmission fro...
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How to create a contract?
You can create a new contract by using one of your templates and saving it as a new draft or starting from scratch. You can also sign a pre-existing .pdf, .doc, .docx, .png, and .jpg files: Go ...
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How can I resolve comments added to a contract?
How do I get notified that a comment is added to a contract draft? You will always receive a new email notifying you about any comment mentions: If you are already an existing Contractbook use...
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What can I do, when a draft is shared with me?
What should I do if a draft is shared with me? The document owner who shared the draft with you has chosen one of three different levels of editing permission for you as a recipient: You can only ...
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How to edit and resend a contract?
If the contract you want to edit is still pending and has yet to be signed by all recipients, you can edit and resend it for signatures. You can go to the Contracts menu section and filter the co...
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What do data fields look like in the body of my contracts?
There will be a difference in how your data fields look in Create and Preview modes in the body of your contracts. This is how they look when you are in Create mode: Once you switch to Previe...
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How can I make changes to a draft based on comments?
In order to make any changes to the body of the draft, which has comments added to it, you need to switch from Comments mode to Editing mode. Note: You cannot make changes to the body of the draft ...
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Contractbook drafts preview mode
You can easily see what a template or draft will look like as a final document by using the preview mode. This is useful if your contract design is essential or if you want to see what the contrac...
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Convert shared folders to contract spaces with one click
We recently introduced contract spaces as a single concept to organise your contract repository and share granular access rights to contracts across your organisation. Contract spaces replace the n...