Contract Administration Overview

Gives a high-level look at all the things you can do in your Contracts and offers links to deeper information

Written by Amanda Cross
Updated over a week ago

Creating your first Contract

A high-level overview of the Contract-adding process

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

Written by Amanda Cross
Updated over a week ago

Publishing a Contract

The quick process of making the first version of your Contract

Written by Amanda Cross
Updated over a week ago

Versions (major versus minor)

Big changes make users re-accept, but small ones don't

Written by Amanda Cross
Updated over a week ago

Cloning Contracts

Making a clone of a Contract so you can make minor adjustments to wording or format

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

Written by Amanda Cross
Updated over a week ago

Tokens and fields

Describes tools for getting specific values into Contracts without having to make a different Contract

Written by Amanda Cross
Updated over a week ago

Logic in Contracts

Introduces powerful tools to change the text in a Contract based on token values

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

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

Written by Amanda Cross
Updated over a week ago

Contract Admin Troubleshooting

Solutions to the most common issues while administering Contracts

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

Written by Amanda Cross
Updated over a week ago

Adding a Signature Block to a PDF Contract

Making a place on your PDF Contract for Signers to sign

Written by Amanda Cross
Updated over a week ago

What are Contract Fields

Placeholders in Contracts to hold information specific to this signing

Written by Amanda Cross
Updated over a week ago

Configuring Contract Fields in a Signature Request

Walking through the steps of adding fields in an example Contract

Written by Amanda Cross
Updated over a week ago

What are Signer Fields?

Leaving placeholders in Contracts for the Signers to fill out

Written by Amanda Cross
Updated over a week ago

Token troubleshooting

Solutions to the most common problems with tokens in Contracts

Written by Amanda Cross
Updated over a week ago

Emails from PactSafe

Describes emails that PactSafe sends and customizing them to reinforce your brand

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

Written by Amanda Cross
Updated over a week ago

Customizing Email Templates

Making the automated PactSafe system emails reflect your brand

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

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.

Written by Amanda Cross
Updated over a week ago

Emails Explained: Clickwrap Acceptance Notification

Stepping through the variables in the clickwrap acceptance notification email

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

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

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

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

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.

Written by Amanda Cross
Updated over a week ago