Unlock the full potential of your account with our detailed video guide on navigating and customizing the settings of your Contracts Connected account. This tutorial is designed to help you understand and manage the various settings options available, ensuring your account is tailored to meet your project management needs.
1. Access the Settings Menu
Steps
From your Dashboard, go to the top-right corner of the screen.
Click the Settings icon ⚙️.
This opens the Settings page, where you can view and manage all configuration options related to your account and company.
2. Overview of Settings Categories
The Settings page is divided into multiple sections. Each section manages a specific part of your account or company setup.
a. Profile, Login & Contact Information
Update your personal details (name, email, phone, title).
Manage login credentials and account access.
Adjust notification preferences.
Upload or edit your written signature used on contracts.
💡 Tip: Keep your signature and contact details current so that your contracts auto-fill correctly.
b. Account Details
View key account-level information such as:
Subscription plan or payment tier.
Default account email.
Account ownership details.
You can also initiate account closure or cancellation here if needed.
c. Company Details
Manage organization-wide data including:
Licenses and certifications.
Office locations.
Subsidiary information.
These details automatically populate into project and contract templates.
💡 Tip: Complete this section carefully — it’s the foundation for accurate auto-filled data in all future documents.
d. Employees & Invites
Add new team members or resend invites to pending users.
View current employees with active access.
Manage internal roles and permissions within your company account.
e. Permission Groups
Define and control user access by role:
Who can send contracts.
Who can approve contracts.
Who can edit templates or manage scopes.
Use permission groups to maintain security and workflow consistency.
f. Templates
Manage merge fields — placeholders that auto-insert details into your contracts (e.g., company names, dates, addresses).
These fields are typically configured during onboarding but can be customized here later if needed.
g. Email Templates
Create or edit automated and manual reminder emails.
Examples include:
Past-due reminders for subcontractors.
Manual messages sent to prompt follow-ups.
Use this section to adjust tone, frequency, or content of reminders.
h. Projects & Scope Approvals
Projects: Assign final approvers responsible for contract validation after revisions.
Scope Approvals: Manage pre-contract reviews to confirm that all project details are complete and accurate before moving forward.
💡 Tip: These approvals ensure quality control and compliance before documents are finalized.
i. Company Types
Define and customize the types of companies you work with:
Subcontractor
Vendor
General Contractor
Designer / Consultant
Contracts Connected includes a default list covering most cases, but you can add new types here if needed for unique relationships.
3. Best Practices
Review settings after onboarding to ensure all auto-fill and permission features work as expected.
Restrict editing permissions to admins or managers for better version control.
Regularly update company licenses, email templates, and contact information.
4. Key Takeaway
The Settings menu is your control center for personal, company, and project configurations. Keeping this section updated ensures your workflows, contracts, and communications are accurate, automated, and secure.