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  • 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

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Welcome to SpotDraft! 👋

Getting Started – Icon

Getting Started

3 Articles

Setting up SpotDraft – Icon

Setting up SpotDraft

5 Articles

Using SpotDraft – Icon

Using SpotDraft

90 Articles

Feature Add-ons – Icon

Feature Add-ons

8 Articles

Integrations – Icon

Integrations

26 Articles

Security and Compliance – Icon

Security and Compliance

7 Articles

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SpotDraft Glossary

Get to know the common terms you'll come across in your SpotDraft experience

Creating a Template Contract

This is how to create a contract from a template on SpotDraft

Workflow Manager and Workflows on SpotDraft (Closed Beta)

Get started with Workflow Manager

Contract Summary Page

The contract Summary page is the default view when you open a contract from your SpotDraft dashboard.

Introduction to the SpotDraft Repository

SpotDraft's repository is a centralized storage hub for contracts, enabling efficient organization, access, and collaboration.

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