Getting Started
- Key Information
  - SpotDraft Glossary
  - Permission Levels on SpotDraft
  - SpotDraft’s New Navigation
Setting up SpotDraft
- How to set up SpotDraft
  - Inviting a New Team Member
  - Adding and Managing Business Entities
  - Adding Contract Types
  - Setup a Default eSigning Process
  - Creating a Template Contract
Using SpotDraft
- Workflows
  - Get Started with Workflow Manager (closed beta)
  - What is a workflow?
  - Workflow Manager and Workflows on SpotDraft (Closed Beta)
  - Types of workflows on SpotDraft (Closed Beta)
  - Create a New Template Workflow on SpotDraft (Closed Beta)
  - Create a New Bulk Contract Workflow on SpotDraft (Closed Beta)
  - Create a New Third-Party Paper Workflow on SpotDraft (Closed Beta)
  - Create a New Upload and Sign Workflow on SpotDraft (Closed Beta)
  - How to Migrate your existing workflows to Workflow Manager? (Closed Beta)
  - Setting up an Intake Form
  - Fill in and track additional values using Intake Forms
  - Track details as key pointers added in an intake form
- Contract Creation
  - DraftMate Word Add-In
  - Setting up a template from a document
  - Creating a contract from a template
  - How to create a custom signature block in your template
  - Convert PDF Contracts to DOCX (Microsoft Word document)
  - How to Copy/Paste from Spreadsheets to Dynamic Tables on SpotDraft
- Contract Review
  - Editor - Microsoft Word on SpotDraft
  - Contract Summary Page
  - Key Pointers
  - Contract Status
  - Contract Versions
  - How can I access old versions of a contract?
  - Activity Log
  - Creating Ad-hoc approvals
  - Creating Conditional Approvals
  - Creating Sequential approvals
  - Related Documents
  - Compare Contracts
  - Where can approval be changed?
  - Difference between pre sign and pre send approvals?
  - Can we add approvals for a specific clause or section in a contract?
  - Threaded Conversations in the Activity Log
  - Track Changes on the Contract Page
  - Improvements to your contract-saving experience on SpotDraft (Closed Beta)
- Microsoft Word On SpotDraft
  - How to start DraftMate on Microsoft Word editor on SpotDraft?
  - Editor - Microsoft Word on SpotDraft
  - Comment categories in Microsoft Word on SpotDraft
  - Notify Teammates when a New Comment is made on a Contract
  - How do you convert a Comment into a Task in Microsoft Word Editor?
  - How to Separate Pages in Microsoft Word on SpotDraft?
  - How to Save an Edit Session on Microsoft Word for SpotDraft?
  - How to add Page Break on Microsoft Word Editor?
  - How to set up Tasks and Reminders in Microsoft Word for SpotDraft?
- Contract Management
  - Introduction to the SpotDraft Repository
  - Using filters to the repository
  - Search + Advanced Search
  - Adding Custom Views to Repository
  - Manage Columns to Customize your Repository
  - How to Check Contracts Assigned to Me
  - Adding Tags to Contracts for Easy Identification
  - Performing Bulk Actions on Contracts
  - Generating a Report for Contracts
  - Tasks Center
  - Smart Data Capture (SpotDraft AI)
  - AI Due Diligence (SpotDraft AI)
  - Adding Related Documents to Contracts
  - How to add key pointers to contracts
  - How to use Quick Access for contracts
  - Setup actions during the approval phase
- eSigning
  - How do I sign a contract on SpotDraft?
  - How do I upload a contract for signature?
  - How to request signatures using Aadhar eSign on SpotDraft
  - How to sign contracts using SpotDraft’s Aadhar eSigning
  - How to assign signature fields in SpotDraft’s native eSigning
  - FAQs
  - How to set a contract signing order on a contract type level
  - How to Set Signing Order
  - How to Add Approvers, Signatories, and Receivers to Your Signing Workflow
  - How to void a contract on SpotDraft
- eStamping
  - Bulk uploading eStamps to the inventory
  - Automating eStamp affixation
  - Manually affixing eStamps
- Campaigns
  - What are SpotDraft campaigns?
  - Creating and sending a SpotDraft Campaign
  - When should I run a campaign?
  - What kind of contracts can I run a campaign for?
- Signature Packets
  - Using Signature Packets
- Express Contracts
  - Setting up an Express Template
  - Sharing an Express Contract
- Clickthrough
  - What is Clickthrough?
  - How to create a clickthrough
  - How to Access Audit Trails in a Clickthrough Agreement
  - What is a Clickthrough packet, and how to set it up?
  - How to access the embed code for a Clickthrough packet
  - How to Customize a Clickthrough on SpotDraft Clickthrough
  - How to add multiple checkboxes to your Clickthrough in SpotDraft clickthrough?
- Emails
  - Email Formats on SpotDraft
  - SpotDraft Email Experience [Beta Release]
Feature Add-ons
- What We Offer
  - Aadhaar-based eSignatures
  - Campaigns
  - SpotDraft Clickthrough
  - Embedded Signing Experience
  - Advanced Search
  - Smart Data Capture (Metadata Extraction)
  - eStamps
  - SpotInsights
Integrations
- CRM
  - HubSpot
  - Zoho
  - Salesforce
- Cloud Storage
  - SharePoint
  - Dropbox
  - Box
  - OneDrive
  - Google Drive
- Collaboration
  - Google Forms
  - MS Teams
  - Slack
- Email
  - Gmail - Chrome Plugin
  - Outlook
- eSigning
  - Adobe Sign
  - Dropbox Sign
  - DocuSign
- HRMS
  - Create from Greenhouse
- Single Sign-On (SSO)
  - Resolving "Need Admin Approval" Error for Office 365 OAuth Integration with SpotDraft
  - Configuring SCIM-based user provisioning in Azure
  - Configuring SAML SSO & SCIM-based user provisioning in Okta
  - SAML SSO & SCIM-based user provisioning for OneLogin
- Ticketing Systems
  - Jira
- Others
  - Airtable Integration
  - Access Control Using Key Pointers
  - Envoy Integration
- FAQs
  - Does SpotDraft have an API that I can use to build custom integrations?
Security and Compliance
- External Audit and Certifications
- Hardware and Infrastructure Security
- Data Security
- Product Security Features
- Advanced Platform and Network Security
- Security Incident Response
- Compliance certifications, Standards, and Regulations
More