Gabriel
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This month's product updates - October 2022
What's new? Document Version History Now you have full control over who has access to which version of your documents Use our Private Document Version History to revise documents with your collabo...
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How to enable email two-factor (2FA) authentication?
Manage two-factor authentication (2FA) in Contractbook Two-factor authentication, also called two-step verification, protects your account with an extra layer of security in case your password ge...
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How can I use Template Spaces?
What does "spaces" mean? Every Contractbook user gets access to the latest templates sharing feature called "spaces". With spaces, your teams can collect the necessary stakeholders and contributor...
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Your Contractbook Onboarding Checklist
What do I need to get started on a Foundation plan? In this section of the article, we will go through the onboarding checklist to get you started on our Foundation plan. Set up your profile:...
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What is the difference between metadata fields and data fields?
This article describes the difference between data and metadata fields across your documents. It contains the following topics: Metadata fields meaning Adding metadata fields to a document Making ...
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Everything you should know about suggestions in Contractbook
This article describes how to use suggestions and how to track changes across your documents. It contains the following topics: Suggestions document usage Creating a new suggestion Tagging others ...
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How to delete a signed contract?
There are two different ways to remove a contract from Contractbook once fully signed. Archiving a contract We can remove the contract from Contractbook platform's user Interface, which makes it i...
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Filter your dynamic tables
This article describes how you can filter dynamic tables in your Contractbook automations. It contains the following topics: Using dynamic tables' conditions Checklist for filtering dynamic table...
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AI import your old contracts
This article will show you how to use the benefits of the AI import feature to upload and unlock the real contract value of your legacy contracts. It contains the following topics: Functionali...
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Everything you should know about data fields and metadata fields
What are data fields and metadata fields? What are data fields? ✨ What is the difference between metadata fields and data fields? 🔑 Using data fields What do data fields look like in the body o...