Since you have decided to become a phenomenal contract management guru, there are two ways of getting you all set up: the you-do-it way or the we-do-it-way.
The YOU-DO-IT way
You know your tech and want to get to know our tech on your own time by setting yourself up. Here are some helpful guidelines:
- Profile settings: set up your own profile to save time every time you send a contract.
- Creating your templates: copy/paste the standard contents of your favorite contracts into a template, so you can use and reuse it again and again.
- Sending your first contract: see how quick and easy it is to get your contracts signed and sent off.
- Build your team: create transparency in your business by setting up your co-workers/employees in Contractbook.
- Setting up team management: make sure the people in your team have the right access to relevant people and their contracts.
The WE-DO-IT way
Your time is precious, we get it! We just want you to hit the ground running, so let us do the work. We just need you to send us the following to [email protected]:
Your team members' email addresses (please mark the owner):
Who should see whom?
- [email protected] gets to see [email protected]
- [email protected] gets to see [email protected] and [email protected]
All the contracts you would like to get transformed into reusable templates on Contractbook (just attach them in the email you send to [email protected]: ).
We look forward to seeing you on the other side!!