Training Videos & FAQs


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.

Training Videos

contract management system

Log In and User Settings

Learn how to login, change personal settings, and update your password. (2:33 min.) 

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contract management software

Document Management

Learn how to upload and organize your documents. (2:32 min.)

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healthcare contract management software

Permission Roles & User Setup

Learn how to set up different levels of access to documents and folders, and invite new users. (3:46 min.) 

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contract management solution

Tags and Templates

Learn how to create tags and templates. (3:16 min.)

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Tagging Documents

Learn how to apply tags to a document and view and edit tags. (3:10 min)

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Reporting

Learn how to create, save, schedule, and share reports. (3:04 min.)

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Audit Log & Settings Tab

Learn how to utilize the audit log and update your ContractWorks settings. (2:00 min)

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electronic signature

Electronic Signature

Learn how to set up and send documents for signature. (1:37)

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FAQs

Q: Which browser should I use?

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.

Q: What password do I use to login to ContractWorks?

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.

Q: How do I reset my 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.

Q: I don’t have a cell phone to receive the SMS text code, how do I log in to ContractWorks?

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.

Q: What types of files does ContractWorks support?

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.

Q: How do I move a document or folder into another folder?

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.

Q: How do I print a document?

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).

Q: When I try to log into ContractWorks I'm not receiving the SMS text code on my cell phone.

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.

Q: I accidentally deleted my ContractWorks invitation, how can I get another?

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.

Q: How do I disable two-factor authentication for myself or my users?

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.

Q: How do I set up notifications so that users are notified when specific events take place?

A: There are three types of notifications to be enabled:

  • Email notifications for important contract dates/obligations/events: You can send an email alert from any tag in ContractWorks that tracks a date. Do this when attaching tags to an agreement by checking the 'Enable Notifications' box below any date tag. After checking the box, you'll want to designate the days in advance a notification(s) should be sent, to whom they will be sent to (enter email address) and you can add a personal note/reminder to be added to the email
  • New document notifications: make sure a user is notified when new documents are uploaded to folders they have access to. ContractWorks will send an email once per hour, outlining the documents uploaded within that hour. If no documents are uploaded to a folder they have access to, then they will not receive an email. You can enable this when inviting a new user, or you can click on their name from the list of users and enable it once they've already been invited
  • For administrators, you can have the daily audit log emailed to you each day by clicking on your own name from the list of users and enabling the 'Email daily audit log reports' option
Q: How much does ContractWorks Contract Management Software Cost?

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 three month plan for $600/month (billed quarterly).

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