Get around SpotDraft faster than ever with the Quick Access shortcut!
What is Quick Access?
Quick Access is a handy keyboard shortcut that lets you quickly jump to actions and contracts directly from anywhere within SpotDraft.
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:
From your repository, Quick Access lets you quickly:
- 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:
When you're viewing a contract summary page, Quick Access lets you quickly:
- 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").
- 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.