Contractbook Team
Short articles explaining how to effectively use Contractbook Teams.
- How can I use data fields in my documents?
- 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
- How to reactivate/delete a deactivated team member?
- Where can I see an overview of the rest of my teammates?
- I cannot see the documents of a team member - why?
- How can I see the activities of my Teammates?
- Managing document access permissions of team members and viewers
- How to send and revoke invitations to team members and viewers?
- How to add the company's logo to my documents?
- How to fix "Company logo has invalid format" error?
- How to build your team in Contractbook
- How to create centralized automations in-app?