What is Quick Access?

Quick Access is SpotDraft’s built-in shortcut hub that helps you quickly navigate, search, and perform actions across your workspace without manually browsing through menus.

It allows users to instantly access contracts, actions, templates, and workflows using simple keyboard shortcuts.

How to Use Quick Access

Step 1: Open Quick Access

Use the following keyboard shortcuts:

• Mac: Command + K

• Windows / Other OS: Ctrl + K

Step 2: Start Typing

A search bar will appear. Start typing what you want to find or do.

Step 3: Choose from Suggestions

As you type, SpotDraft will automatically suggest:

• Actions

• Contracts

• Templates

• Workspace features

• Relevant records

Click the desired option to proceed.

Quick Access for Workspace-Level Actions

Using Quick Access, you can quickly perform workspace-wide actions such as:

• Invite new users to your workspace

• Create new template contracts

• Send contracts for e-signature or review

• Import executed contracts

• Access Campaign Contracts

• Access Express Contracts

Quick Access for Contract Actions

You can also perform contract-specific actions directly through Quick Access.

Add or Edit Tags

Add or update tags for easier categorization and searchability.

Compare Versions

View changes made across different versions of a contract.

Upload Documents

Upload supporting documents related to a contract.

Share with Counterparties

Share contracts externally for review or execution through:

• External links

• Guest/Counterparty reviewer access

• E-signature workflows

Download the Latest Version

Download the latest contract version in:

• PDF format

• DOCX format

You can optionally include comments during download.

Downloads are available from:

• The three-dot menu (More Actions)

• The Documents card on the contract page

• Contract Version History

Change Contract Type

Update the contract type (for example, from Draft to Negotiated).

Note: This action is only available for individual contracts and cannot be performed in bulk.

View Tasks

View all tasks associated with a specific contract.

Edit a Contract

Quickly open and edit contract content.

Mark for Execution

Mark a contract as ready for signing or execution.

Search for Contracts Using Quick Access

Open Quick Access

Press:

• Command + K on Mac

• Ctrl + K on Windows or other operating systems

Enter Your Search Term

You can search using:

• Contract title

• Counterparty name

• Business user

• Tags

• Other relevant keywords

Quick Access will instantly surface matching contracts and actions.