Training & Onboarding Guide
A collection of Contracts Connected workflows and guides for efficient platform use and training.
Subcontractor TrainingThis section provides a complete walkthrough for subcontractors joining the Contracts Connected platform.
A Deep Dive into Tasks, Documents, and the DashboardThis section provides a detailed overview of the Dashboard and Tasks sections in Contracts Connected.
Approving or Denying Subcontractor DocumentsThis section explains how to manage subcontractor-submitted documents within Contracts Connected — without relying on messy email threads.
Subcontractor Account ViewThis workflow explains what a subcontractor sees when they log into Contracts Connected, so general contractors know exactly what to expect when communicating with them.
Uploading Signed Scope ContractThis workflow explains how to upload signed scope contracts or any other documents you’ve received via email from a subcontractor.
Approving a ScopeThis section explains how to review and approve a scope in Contracts Connected — the final step before a contract administrator or controller can send the subcontractor’s contract out the…
Sending Contract to SubcontractorThis workflow walks you through the process of pushing a commitment — the step where a fully approved contract is officially sent to the subcontractor through Contracts Connected.
Overview of Contracts, Documents, and TasksThis workflow explains how to use your Dashboard to manage contracts, tasks, and pending actions in Contracts Connected.
Creating a Project on Contracts ConnectedThis workflow explains how to create a new project within Contracts Connected — the foundation for all scopes, workflows, and contract management.
Personalizing Your My Profile PageThis section explains how to access and update your personal profile in Contracts Connected.
Account SettingsThis workflow explains how to access and use the Settings section in Contracts Connected.
How to Invite SubcontractorsThis section explains how to invite subcontractors to join the Contracts Connected platform.
Drafting a Project ScopeThis section explains how to create and draft a scope to a subcontractor within a project in Contracts Connected.
Managing Company Details in Contracts ConnectedThis guide walks you through accessing and updating your Company Details Page in Contracts Connected.
How to Customize Your Profile InformationFollow these steps to view and update the personal information associated with your account.
Managing Team Members and Inviting New OnesThis section walks you through how to manage your company’s employees and invite new team members to join the Contracts Connected platform. Keeping this list accurate ensures the right people…
How to Change Your Title in Contracts Connected