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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?
Contractbook Shared Drafts and Contracts
- Download a draft or template as a Word file (.docx)
- 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
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?
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?
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?