Using ContractSafe

Quick and easy answers to common questions about using ContractSafe.

Randy Bishop avatar Ken Button avatar Michelle avatar +2
48 articles in this collection
Written by Randy Bishop, Ken Button, Michelle and 2 others

How can I print a contract?

Need to print a contract? Here's how.
Lisa avatar
Written by Lisa
Updated over a week ago

How can I undelete a contract?

Didn't mean to delete that Contract Page? No problem!
Lisa avatar
Written by Lisa
Updated over a week ago

How to rotate your documents in the View Document section?

Don't worry if your scanned document is upside down or flipped around; you can easily rotate it in the viewing pane after uploading it.
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

How do I see different Saved Views?

With Saved Views you can easily switch between different versions of your Contracts List.
Lisa avatar
Written by Lisa
Updated over a week ago

How do I create a scheduled report?

Need to send a report out on a regular basis (weekly, monthly, etc.)? FInd out how to automate this with Scheduled Reports.
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

How do I email out a report of a View or specific docs?

You have created a new display of your Contracts list and now you want to email it to your colleagues. Create a report and email it out!
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

How do I edit Saved Views?

Things change. Maybe you want to change a Saved View for you and your team? We have you covered!
Lisa avatar
Written by Lisa
Updated over a week ago

How do I see whether a contract has been emailed out?

You'd like to see if and when a contract was emailed out? No problem!
Lisa avatar
Written by Lisa
Updated over a week ago

How do I create Saved Views?

Want to create and save different versions of your Contracts List? We've got you covered with our Saved Views feature.
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

Setting date reminders

MIssing a key date is one of the biggest (and costliest) risks with contracts. We can help you make sure it never happens!
Lisa avatar
Written by Lisa
Updated over a week ago

Need to see who has access to each folder?

Looking for a quick way to find out who has Permissions to access to each folder?
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

Add and Edit Folders

Need to add a new Folder or edit the name of an existing Folder?
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

Remember to remove Filters and Searches to see all your contracts

Not seeing all your contracts on your Contracts List? Maybe you have a Filter or Search applied?
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

Can I get a report of the contact information for my contract parties?

Need a report listing the names and contact information for your contract parties? No worries . . . it's easy!
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

How do I add attachments? How many can I have?

How do I add attachments? Is there any limit on the number of Attachments I can have?
Ashlea Trevino avatar
Written by Ashlea Trevino
Updated over a week ago

Advanced Search

ContractSafe regular search is powerful. But you can take it up to 11 with Advanced Search.
Michelle avatar
Written by Michelle
Updated over a week ago

How can I make bulk edits?

Change is constant! How can you easily apply changes to your contracts and how they are organized? We have the answer . . . bulk edits!
Lisa avatar
Written by Lisa
Updated over a week ago

How do I use Advanced Filters?

Need to see all your contracts with a client or vendor, or everything in a certain department? We have you covered with Advanced Filters.
Lisa avatar
Written by Lisa
Updated over a week ago

How to view documents in a separate window

You can open a different browser window with the document to make it easier to review or pull information out.
Michelle avatar
Written by Michelle
Updated over a week ago

Drag and Drop throughout ContractSafe

You can drag and drop wherever you need to add a file in ContractSafe. Just add to Folders, or even for attachments.
Michelle avatar
Written by Michelle
Updated over a week ago

What's the difference between OCR and AI?

This article explains how ContractSafe uses OCR and its AI tool, [AI]ssistant, to make your life easier.
Lisa avatar
Written by Lisa
Updated over a week ago

How to Replace a contract file

If you've uploaded a contract file and then have a new version you want to upload as a replacement, we've got you covered.
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do I generate a unique contract code in ContractSafe?

ContractSafe automatically generates a unique code to help you easily refer to or find the right contract. This feature is automatic.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I duplicate/copy/clone a contract

If you need to make a copy (duplicate, clone) of a contract page, it's easy. You can choose to duplicate a record including all data entered
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I delete (or restore) a contract?

It's easy to get rid of unwanted contracts. Or restore them if you delete them by accident. Here's how.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How to refresh your browser

Internet browsers collect a lot of debris (cookies, etc.). Doing a "hard refresh" cleans this up.
Ken Button avatar
Written by Ken Button
Updated over a week ago

How to notify others when contracts are added

This article shows you how to notify specific team members about new contracts added to a folder...whether via email, upload or transfer.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I change the email address I send my contracts to for uploading?

In ContractSafe your account comes with an email for forwarding (or scanning) contracts to. Customize it to make it easy for your team.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

New Dashboard Page

We launched a new Dashboard page to give you a high level summary of what is happening with your account.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

Streamlined Contract Detail Page

We've improved the Contract Detail Page to help you stay on top of the information you need. It's faster, easier and better.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I create Templates of Custom Fields?

You've created Custom Fields and you want to better organize them for your team. Templates are your answer!
Ken Button avatar
Written by Ken Button
Updated over a week ago

Exciting Changes! Better/Faster/Easier

We've made some great new changes to make it even easier and faster for you to find the information you need. Here are the details!
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

What are Custom Fields and Templates?

Custom Fields and Templates are a powerful way to collect and organize information about your contracts. This article explains.
Ken Button avatar
Written by Ken Button
Updated over a week ago

How to enter information into Custom Fields and Templates?

You've uploaded a new contract and want to fill-in the right Custom Fields? Here's a quick example to show you how.
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do I create Custom Fields?

Ready to start setting-up Custom Fields for your account? Here's how.
Ken Button avatar
Written by Ken Button
Updated over a week ago

Can I attach Related Documents to emails?

When I email out a contract, can I attach some or all of the related documents? Yes! We'll zip 'em up and attach it with the contract.
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do Tags work?

How can I apply Tags? Are these better than folders? When should I use them?
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

What are Related Documents?

There are three types of related documents: Attachments, Linked Documents and Amendments. This article describes the difference.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I see my upcoming contract dates?

Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I email out the original contract?

You can email right from within ContractSafe, without having to download or open your email client.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

What happened to my exported contracts / data?

You've exported contracts or data and don't see the export file. What happened?
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do I download my original contract?

We keep your original contract and you can email it or download it at any time.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I customize my Contracts List?

Want to change your Contract List so you can see the info that's most important to you? No sweat . . .
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do I download selected contracts and data?

Need a report on some of your contracts? Need to download the contracts too? We make it easy!
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do I download all my contracts and data?

Some customers like to periodically download all their contracts and data and save them on their network for additional safekeeping.
Ken Button avatar
Written by Ken Button
Updated over a week ago

How do I search inside a document?

Because we OCR everything (that needs it), everything is searchable! You can search inside all your docs, even scans. Here's how.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I get started?

Starting out is usually the scariest part! It's really easy...just follow these steps and you're up and running.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago

How do I email documents into ContractSafe?

Emailing contracts into ContractSafe is easy. You can also send them directly from a scanner. You can even assign Folders.
Randy Bishop avatar
Written by Randy Bishop
Updated over a week ago