Documents
- Linking Contacts to Placeholders
- How to add and edit Checklists
- How to Create a Document Abstract
- How to Manage Document Data
- How to Extract Data from Documents
- How to use the AI Assistant
Workspace / Team
- Contacts Custom Fields
- Importing Contacts
- Contact Management: Adding, Editing & Deleting Contacts
- How do I set the appropriate permissions for internal team members?
- How do I manage team member permissions?
- How do I manage my deal team?
Templates
- How to create a Checklist Template
- How to Clone a Template to Another Workspace
- How to Share Templates with Affiliated Workspaces
- How to Set Up Template Manager Role and Permissions
- How to Publish Templates and Clauses
- How to Use Template and Clause Folders
Deals
- How to Use Deal Folders
- How do I Manage Deal Notifications?
- How do I manage my deal team?
- How do I invite my Counterparty to a Deal?
- How do I edit a Deal?
- How do I delete a Deal?