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  1. Help Center | Contractbook
  2. Getting started with Contractbook
  3. First Steps in Contractbook

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?
  • What are data fields?
  • Smart Template Guide
  • Legacy Contract Migration
  • Convert your templates to smart templates
  • Why use Contractbook?
  • Your Contractbook Onboarding Checklist
  • What can I do, when a draft is shared with me?
  • Can I import contracts from Google Drive or another external source?
  • Contractbook basic workflows and features
  • The difference between a draft and a template
  • How to create a contract?
  • What are the benefits of sharing documents in Contractbook?
  • What types of permissions can I allow my collaborators in shared drafts?
  • How can I make changes to a draft based on comments?
  • How can I allow a signee to fill in details before sending the contract for signature?
  • How can I add and delete data fields?
  • What are Contractbook automatic tasks?
  • Auto-detected reminder tasks on signed contracts
  • What signature types can I use in Contractbook?
  • What is a team folder and how does it work?

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