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Contracts, Templates, Invitations, and Vendor Setup

Learn how to manage contracts, invite collaborators, and add vendors to the platform.

2 authors25 articles
How do I invite a vendor?
How do I import a list of vendors?
How do I create a template?
How do I change a signer on an existing contract?
How do I resend a signature request or send a reminder?
How do I download a signed contract?
How do I preview the contract before I send it?
How do I choose which documents to require from a vendor when I invite them?
How do I invite a team member?
How do I remove a team member?
How do I resend a team member invitation?
How do I change a team member's role?
How do I update a team member's personal information?
How do I change a team member's email address?
How do I modify my document naming convention?
How do I resend a vendor invitation?
Vendors
What does the Vendor Setup number (X of 14) mean?
How do I change the email address used to invite a vendor?
How do I deactivate a vendor?
What is Vendor Setup Progress?
How do I complete the Vendor Setup process?
How do I view a vendor's commitments and documents?
How do I update a vendor's contacts and information?
How can I find a project, vendor, task, or template using the search bar?
Contracts Connected Help Center