Admin

Creating Contracts to send, setting up Contracts on your website, and customizing email templates

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46 articles in this collection
Written by Amanda Cross
Contract Administration

Contract Administration Overview

Gives a high-level look at all the things you can do in your Contracts and offers links to deeper information
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Written by Amanda Cross
Updated over a week ago

Adding a Contract

Step 1: getting your Contract into PactSafe
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Written by Amanda Cross
Updated over a week ago

Formatting and adding fields to Word Contracts

Using the editor tools to make your Contract and the fields on it look great
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Written by Amanda Cross
Updated this week

Adding a Signature Block to a PDF Contract

Making a place on your PDF Contract for Signers to sign
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Written by Amanda Cross
Updated over a week ago

Adding tags and other properties to Contracts

Finding the key value, making the Contract public, sharing the Contract across accounts, classifying the Contract, and adding tags
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Written by Amanda Cross
Updated over a week ago

Assigning Signer Roles to fields in a Contract

When your Contract has a lot of Signer fields, Signer Roles speed up the process of sending it for signature
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Written by Amanda Cross
Updated over a week ago

Making a Contract Public

The process that puts a Contract on your Legal Center, lets you add it to Groups, and creates a URL for it
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Written by Amanda Cross
Updated over a week ago

Publishing a Contract

The quick process of making the first version of your Contract
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Written by Amanda Cross
Updated over a week ago

Versions (major versus minor)

Big changes make users re-accept, but small ones don't
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Written by Amanda Cross
Updated over a week ago

Deleting a Contract draft or whole Contract

Abandoning changes to a Contract or wiping the Contract out of existence, including its stats
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Written by Amanda Cross
Updated over a week ago

Contract Admin Troubleshooting

Solutions to the most common issues while administering Contracts
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Written by Amanda Cross
Updated over a week ago
Emails

Emails from PactSafe

Describes emails that PactSafe sends and customizing them to reinforce your brand
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Written by Amanda Cross
Updated over a week ago

Why customize PactSafe emails

Reinforcing your brand by customizing the emails PactSafe sends to your customers on your behalf
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Written by Amanda Cross
Updated over a week ago

Customizing Email Templates

Making the automated PactSafe system emails reflect your brand
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Written by Amanda Cross
Updated over a week ago

Customizing the email address your PactSafe emails come from

Setting up your systems to show your own email address as the email address that sent your PactSafe messages
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Written by Amanda Cross
Updated over a week ago

What are all these {{{things}}} in my Email Templates?

Explaining the tools available to customize the emails that PactSafe sends on your behalf while getting signatures.
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Written by Amanda Cross
Updated over a week ago

Emails Explained: Clickwrap Acceptance Notification

Stepping through the variables in the clickwrap acceptance notification email
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Written by Amanda Cross
Updated over a week ago

Emails Explained: Send Hosted Form

Stepping through the variables in the email that sends Signers a link to a hosted form
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Written by Amanda Cross
Updated over a week ago

Emails Explained: Send Signature Request

Stepping through the variables in the email that requests a signature on a Contract
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Written by Amanda Cross
Updated over a week ago

Emails Explained: Signature Request Complete

Stepping through the variables in the email that alerts you when all the Signers have signed the Contract
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Written by Amanda Cross
Updated over a week ago

Emails Explained: Signature Request Expired

Stepping through the variables in the email that alerts you when a Signature Request expires
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Written by Amanda Cross
Updated over a week ago

Emails Explained: Signer Activity Notification

Stepping through the variables in the email that alerts you when a Signer does something.
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Written by Amanda Cross
Updated over a week ago