Below you will find eight quick training videos as well as answers to a few frequently asked questions pertaining to ContractWorks. Please use this information to get more acquainted with ContractWorks Contract Management Software. Simply click on the corresponding sections below to get started.
Learn how to login, change personal settings, and update your password. (2:33 min.)
Learn how to upload and organize your documents. (2:32 min.)
Learn how to set up different levels of access to documents and folders, and invite new users. (3:46 min.)
Learn how to create tags and templates. (3:16 min.)
Learn how to apply tags to a document and view and edit tags. (3:10 min)
Learn how to create, save, schedule, and share reports. (3:04 min.)
Learn how to utilize the audit log and update your ContractWorks settings. (2:00 min)
Learn how to set up and send documents for signature. (1:37)
A: ContractWorks works in all modern browsers. As of September, 2016 IE users will require at least IE version 9 or newer. For the best experience, we recommend using Google Chrome, as it supports all functionality that ContractWorks offers and is a fast browser. FireFox and Safari are fast, but do not support the drag and drop folder upload and require a Java plugin to upload folders. Internet Explorer tends to load large contract rooms very slowly and doesn’t support the drag and drop document or drag and drop folder upload features and also requires a Java plugin.
A: For security purposes, ContractWorks will never issue or email you a password. The first time you log in you will be prompted to create a personal password. If you are using one email address to access multiple accounts, your password will be the same for all of the contract rooms, regardless of who invited you. We highly recommend that you choose a strong password.
A: If you’ve forgotten your password, simply click on the ‘Forgot your password?’ link from the login page, enter the email address that is registered with ContractWorks, click the ‘Send Password Instructions’ button and then click on the ‘Change Your Password’ link in the email you receive. Always be sure to use the most recent reset password email that you have received or the link will not be valid. If you would like to change your current password, simply log in to ContractWorks with your current password, click on the ‘Change Password’ link from the menu in the top right of the screen under your name. Enter your new password, verify the new password, and then enter your current password. Click on the ‘Update’ button to complete the change.
Note: For security purposes, the ContractWorks support team is unable to access any customer accounts or change any passwords, so please follow the above instructions.
A: You will have to contact your account administrator (the person that invited you) to have this security feature disabled. As an administrator, this feature can be disabled by selecting a user from the ‘Users’ tab, deselecting the option to require two factor authentication, and clicking ‘Update.’ This change will take effect immediately.
A: You can upload any file type in to ContractWorks, as long as you comply with our terms of service. PDF, Excel, Word, and PowerPoint documents can be viewed in the ContractWorks viewer. All other file types must be downloaded to be viewed.
A: Select the folder/document that you want to move in the right panel of your contract room and drag it into the desired folder in the folder tree in the left panel of your contract room.
A: Any time a document is to be printed from a cloud based solution, it will need to be downloaded to your computer first. Not all programs make this clear, but for this reason, printing from ContractWorks is synonymous with downloading. You will need to download the document first, and then you will be able to print it from your computer. If you have limited access and are not able to download a document, you need to request this permission from your account administrator (the person that invited you).
A: Make sure you have a strong cell phone signal and have access to the phone that you registered with ContractWorks. If you don’t receive a text code right away, wait a moment and try requesting another code.
A: If you have never logged in to ContractWorks, you will need to contact your account administrator (the person that invited you) in order to have another invitation sent. If you are an administrator and need to resend an invitation, open the ‘Users’ page and click on the ‘Reinvite User’ icon to the far right of the user’s name. If the user has already accepted their invitation and logged in, they can access their account by visiting www.contractworks.com and clicking on ‘Customer Login’ in the upper right hand corner of the page.
A: In order to protect your contract room from password-stealing malware, we strongly recommend that you require two-factor authentication for all of your users. Disabling this feature will reduce the security of your account. If you still want to disable this feature, you can do so by selecting a user from the ‘Users’ tab, deselecting the option to require two-factor authentication, and clicking ‘Update.’ This change will take effect immediately.
A: There are three types of notifications to be enabled:
A: ContractWorks offers transparent, flat-rate pricing for all clients. All subscriptions come standard with unlimited users, unlimited data, and 24/7 support. There are no implementation or migration fees., and our annual plan is only $500/month (billed annually). We also offer a