Platform setup & user management
Building & managing templates
Creating & Sending Contracts
The Contract Repository & AI Import
Automations & workflows
Integrations & External Tools
Creating & Sending Contracts
Drafting documents
The signing process
Collaboration & negotiation
The recipient experience
Collaboration & negotiation
Use document history section
Use contract version history
Add public comments to a draft
Mention collaborators and use private comments
Resolve comments in a contract draft
Make and manage suggestions in a contract draft
How to share a contract draft
How to share pending, signed, and rejected contracts
How to unshare a contract draft
How to unshare a shared pending, signed, or rejected contract
How to add and customize tasks in your contracts
Use the task management dashboard
Understanding contract task types
Complete tasks from your Home page dashboard