Supporting Video Materials#
Here you can find a collection of videos that can help you throughout the complete contracting process and can help you get a full understanding of the platform and its functionalities.
Getting Started with ContractRoom#
Understanding Icons#
- Action Icons Explanation (Draft Mode)
- Action Icons Explanation (Negotiation Mode)
- Collaborators Icon Explanation (Draft Mode)
- Conditional Drafting Icon Explanation (Draft Mode)
- History Icon Explanation (Draft Mode)
- History Icon Explanation (Negotiation Mode)
- View Icon Explanation (Draft Mode)
Agreements & Contracting#
- Adding and Tracking New Comments
- Agreement Editor Overview
- Assign Tasks for a Multi-Agreement Engagement
- Begin a Multi-Agreement Engagement
- Change Collaboration Settings for Your Team and Counterparty
- Collaborator Custom Assignments
- Complete and Sign an Agreement
- Conditional Drafting - Change Your Answers
- Configure a New Agreement as an Originator
- Engage in Active Collaboration and Negotiation
- How to Review Changes from Counterparty
- Negotiate the Terms and Text of an Agreement
- Real-Time Collaboration
- Review an Agreement as a Counterparty
- Send Out an Agreement to Review as an Originator
- Start a New Agreement as an Originator
- Start a New Workflow
- Team Collaboration
- Team Collaborators Custom Assignments
Configuration & Administration#
- Add Conditional Drafting to a Framework
- Add Sections to a New Framework
- Add Text to a Framework
- Change Rules and Approvals in a Framework
- Create Formulas with Tags
- Create Tags in a Framework
- Insert Tags into Framework
- Start a New Framework
- Workflow Builder