Quick Access: SpotDraft's Shortcut Hub

What is Quick Access?How to Use Quick Access:Press the Shortcut: Press Command + K on a Mac or Ctrl + K on Windows or other operating systems.Start Typing: A search bar will appear. Start typing what you want to find or do.Choose from Suggestions: As you type, SpotDraft will suggest relevant actions, contracts, and other items. Click on your desired option.Quick Access for Workspace-Level Actions:Invite New Users: Invite new users to your workspace.Create Templates: Create new template contracts.Send for Signatures: Send contracts for e-signature or review.Import Executed Contracts: Import contracts that have been signed.Access Campaign/Express Contracts: Manage your Campaign and Express contracts.Quick Access for Contract Actions:Add/Edit Tags: Add or edit tags for easy categorization.Compare Versions: See how a contract has changed over time.Upload Documents: Add supporting documents to a contract.Share with Counterparties: Send a contract to a counterparty for review.Download the Latest Version: Get the most up-to-date version of the contract.Change Contract Type: Update the contract type (e.g., from "Draft" to "Negotiated"). Note: This action must be performed individually for each contract and is not available as a bulk operation.View Tasks: See the tasks associated with a specific contract.Edit a Contract: Make changes to the contract content.Mark for Execution: Indicate that a contract is ready for signing.Search for Contracts with Quick Access:Open Quick Access: Press Command + K or Ctrl + K.Enter Your Search Term: Type in the title, counterparty name, business user, tags, or any other relevant information to find the contract you need.