Getting Started with Contractful
Getting Started with Contractful: A Beginner’s Guide
Welcome to Contractful! Discover how our AI-powered platform can streamline your contract management process. Whether you're new to contract management software or switching solutions, this guide will help you get started with Contractful. Stay tuned for our upcoming video tutorial showcasing key features and functionalities.
Introduction to Contractful
Contractful streamlines and optimizes vendor contract management for small to mid-sized businesses. Our platform automates tasks, reduces errors, and enhances decision-making, allowing you to focus on strategic operations while we handle the details.
Step 1: Setting Up Your Account
Sign Up: Visit our sign-up page and create your account by entering your email address and setting a password.
Verification: Check your email for a verification link. Click the link to verify your account and complete the registration process.
- Profile Setup: Once logged in, complete your profile by providing essential information about your business and preferences.
Step 2: Navigating the Dashboard
Overview: The dashboard is your central hub for managing contracts. Here, you can see an overview of your active contracts, upcoming renewals, and important alerts.
- Modules: Explore different modules such as Contract Creation, Compliance Monitoring, and Renewal Alerts. Each module is designed to handle specific aspects of contract management.
Step 3: Uploading Contracts
- Upload Vendor Contracts: Click on the “Add Contract” button in the Contract Creation module. You can upload contracts in various formats, including PDF, Word, and PNG.
If you don't want to start by uploading one of your contracts, we allow you to use a sample contract to see how the AI works with a general contract template.
- Automatic Analysis: Contractful’s AI will automatically analyze the uploaded documents, extracting key terms, dates, and other critical information.
Step 4: Setting Up Email Alerts
Expiry Alerts: Go to the Alerts tab in settings to set your preferences for when you want to be notified as a contract approaches its end date.
Auto-Renewal (Coming Soon): You’ll be able to set up automated notifications for contract renewals and expiry dates, ensuring you never miss a critical deadline.
- Custom Alerts (Coming Soon): You’ll be able to create custom alerts based on specific criteria relevant to your contracts.
Step 5: Data Export
- Data Export: Export contract details, financials, and reports in various formats, such as CSV and Excel, for further analysis or sharing with stakeholders.
Step 6: Ensuring Data Security and Compliance
Security Measures: Contractful employs enterprise-level security protocols to protect your data against unauthorized access and breaches.
- Compliance: Stay compliant with regulations like GDPR and CCPA by utilizing Contractful’s built-in Two-Factor Authentication methods (via SMS or Authenticator App)
Conclusion
With Contractful, managing your contracts has never been easier. This guide provides a foundation to help you get started, but there’s much more to explore. Our upcoming video tutorial will offer a detailed walkthrough, so be sure to check back for more insights and tips.
If you have any questions or need further assistance, our support team is here to help.
-Adam & Will