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Getting started with Contractbook
Signed contracts
- Can I export my contract data to CSV?
- How to edit and resend a contract?
- Can I store signed contracts in Contractbook?
- How can I download all my contracts at once?
- How does date extraction for uploaded contracts work?
- How to edit a signed contract?
- Editing a downloaded signed contract as a PDF
- How to delete a signed contract?
- Monitor the status of your contracts
- How can I download my contracts as PDFs?
- What is the difference between uploaded and native contracts?
Most Frequently Read Articles
- How can I assign data and metadata fields to others?
- How to do technical troubleshooting in Contractbook?
- Using tables in contracts
- I cannot access my account as the 6-digit verification code is not sent
- Some of the contract signees have not received an email
- How to automatically create a review task?
- Where can I see who has access to the document's version history?
- How can I delete a photo I added to my contract?
- How to automatically create approval task when a contract is signed?
- How can I search, sort and filter my contracts in Contractbook?
- What is a contract ID?
- How to delete a pending contract?
- How can I add a new row after tables?
- Private contract version history
- Share document in-app automation
- “Personal/signature details in edit mode are missing” when trying to save changes
- How does the history section in my contracts work?
- Custom task automation
- What formatting and editing features can I use in Contractbook?
- Can I use data fields in formulas?
- Mentioning (Tagging) in comments
- Can I share drafts and other documents automatically?
- Can I allow customer support technician to access my Contractbook account?
- How can I use lists in my contracts?
- How can I collect data automatically?
- Can I recover a deleted draft, pending contract or a template?
- How to set up reminders (renewal) automation with Contractbook?
Contractbook Folders
- How can I delete, rename and move private folders?
- How can I search in Contractbook?
- What can I do with contracts in folders shared with me?
- Organize your contracts and templates with folders
- Move contracts to private folders
- Add to a shared folder automation
- Can I move a private folder with contracts into a shared folder?
- Moving or adding contracts?
- Move to a private folder automation
- How does Contractbook smart reader work in my search?
- How to use my private folders?
Contractbook Drafts
- How to review a contract and send it for signature?
- How can I format numbers in data fields?
- How to delete a contract draft?
- Private comments in drafts
- What is the difference between active and resolved comments?
- Contract label language
- How can I format dates in data fields?
- What is a draft?
- How to edit or delete comments in drafts?
- Contractbook drafts preview mode
- What do data fields look like in the body of my contracts?
- How can I find comments added to a draft?
- How to add public comments to a draft?
- Can I add public comments to shared with me drafts or contracts?
- Collaborators for private comments in drafts
- Public comments for drafts
First Steps in Contractbook
- Take Control of your data fields in the Data Fields Library
- Auto-detected reminder tasks on signed contracts
- What are the benefits of sharing contracts with your team?
- How to create a contract?
- Legacy Contract Migration
- Smart Template Guide
- How to test and troubleshoot new workflows in best practice
- What are data fields?
- Why use Contractbook?
- Everything you should know about suggestions in Contractbook
- What can I do, when a draft is shared with me?
- Convert your templates to smart templates
- Your Contractbook Onboarding Checklist
- How do I know if my contract was signed?
- The difference between a draft and a template
- What is a team folder and how does it work?
- What types of permissions can I allow my collaborators in shared drafts?
- Contractbook basic workflows and features
- Everything you should know about data fields and metadata fields
- How can I add and delete data fields?
- Can I import contracts from Google Drive or another external source?
- 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?
- Using your Contract View
- What are Contractbook automatic tasks?
- What signature types can I use in Contractbook?
Contractbook Templates (1)
- Convert a Word file to a draft or template
- How to create a template from a draft or a contract
- How can I send a template to others?
- Dynamic templates
- Templates settings - default signature and language
- How can I create a template from scratch?
- How to customize a template from Contractbook library?
- What are Contractbook predefined templates?
- Save and reuse party and signee details in templates