First Steps in Contractbook
- How can I allow others to fill in details before sending the contract for signature?
- How can I add and delete data fields?
- Using your Contract View
- What is a team folder and how does it work?
- How to test and troubleshoot new workflows in best practice
- Everything you should know about data fields and metadata fields
- 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 contracts with your team?
- 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 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?
- What are Contractbook automatic tasks?
- Auto-detected reminder tasks on signed contracts
- What signature types can I use in Contractbook?