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Collaboration and Negotiation in Contractbook

Collaboration and Negotiation in Contractbook

Contractbook Tasks

‍How to track and manage all assigned to me tasks?

How to create tasks on contracts in bulk

How to manage tasks in drafts from the sidebar view?

Who can see tasks added to my drafts and pending contracts?

How to add a new task to my contracts?

Task management dashboard

How can I add details to my contract tasks?

How to filter and sort tasks?

How can I use automatic tasks?

How can I track all tasks I follow?

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Contractbook Shared Drafts and Contracts

How can I unshare a shared pending, signed or rejected contract?

How to share pending, signed and rejected contracts?

Who can see what changes were made to the body of a shared contract?

Fill data & Sign a contract you received

How can I allow others to fill in details before sending the contract for signature?

How to share Contractbook drafts?

How can I share contracts automatically?

Who can see what changes were made to the body of a shared draft?

How can I unshare a shared draft?

Shared draft sent for signatures

Download a draft or template as a Word file (.docx)

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Contractbook Shared Templates

Where can I find the drafts created from the templates within a space?

How can I share templates with my teammates using spaces?

How can I use Template Spaces?

How can I turn a private space into a shared one?

How to move your templates out of shared categories and into a space?

How can I unshare templates with my teammates using spaces?

How can I use templates from spaces in automations?

Who owns templates within shared spaces?

How can I move templates between spaces?

Everything you should know about spaces

How can I delete a space?

What happens when multiple collaborators edit the same template in a space?

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Contractbook Team

Adding and deactivating team members

Adding and removing team viewers

How can I turn a member into a viewer?

How to create centralized automations in-app?

Where can I see an overview of the rest of my teammates?

Team logo and name

How can I use data fields?

How to send and revoke invitations to team members and viewers?

The differences between a team owner, admin, member, and viewer

I cannot see the contracts of a team member - why?

I turned member into viewer - how do I make them a member again?

How to build your team in Contractbook

How can I see the activities of my Teammates?

Managing document access permissions of team members and viewers

How to fix "Company logo has invalid format" error?

How to reactivate/delete a deactivated team member?

What is the difference between a team member and a team viewer?

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Contractbook Shared Folders

Shared folder notifications

How can I remove collaborators from my shared folder?

How can I share a folder with others?

How to add or remove contracts from a shared folder?

How can I see with whom a folder is shared?

Create a shared folder

Who can see what changes were made to the body of contracts in shared folders?

Can I control contract permissions in a shared folder?

I added a document to shared folder and deleted the original file - what happens?

Can I add contracts to a shared folder automatically?

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Contractbook contract spaces

Convert shared folders to contract spaces with one click

Contract spaces