Great - you've invited your team to Contractbook to gain full transparency in your contract management 🙌
Under Team contracts folder we help you with an overview of all your team member's contracts, so you can be sure where your business is heading!

Navigating in Team contracts

1. In your Contracts tab you see two main Folders, click on the Team contracts folder and then on your team's Folder. This will open up the list with your team members, where you can choose whose contracts you need to see.

Note: If no team member is selected, we'll also show you a list of all team members' contracts

2. Use the bar above documents to see the relevant contracts (for example all the contracts that are pending and still waiting to be signed by a customer)

3. Narrow down your focus even further by Filtering out exactly the contracts you need to see based on your tags.

Related articles

Increase transparency even further: How to give permissions to your team members to view others' contracts?

Don't have a team yet: How to create a team?

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