Getting Started
- Key Information
  - SpotDraft Glossary
  - Permission Levels and Access Control
  - 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
  - Deactivating SpotDraft User Accounts
  - Bulk Inviting Users to SpotDraft
  - Use Your Own Email Address for SpotDraft Emails
Using SpotDraft
- Workflows
  - Getting Started with Workflow Manager
  - What is a Workflow?
  - Workflow Manager and Workflows on SpotDraft
  - Types of Workflows on SpotDraft
  - Creating a Template Workflow on SpotDraft
  - Creating a SpotDraft Campaign
  - Create a New Third-Party Paper Workflow on SpotDraft
  - Create a New Upload and Sign Workflow on SpotDraft
  - How to Migrate Your Existing Workflows to Workflow Manager
  - Setting Up an Intake Form
  - Fill In and Track Additional Values Using Intake Forms
  - Track Details as Key Pointers Added in an Intake Form
  - How to Manage Basic Info Questions
  - Workflow Descriptions for Your Template Workflow
  - Duplicating Workflows
  - Creating a New Contract Type in Your Workflow
  - Discard unpublished changes to a workflow
  - Viewing a published version of a workflow
- Contract Creation
  - DraftMate MS-Word Add-in and How to Set it Up
  - Setting up a Template From a Document
  - Setting up Dynamic Tables Using DraftMate
  - 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
  - Syntax Rules & Backend Fields for Coding Your MS Word Templates
  - Creating Dynamic Contract Templates with DraftMate
  - Showing dropdown options based on conditional logic
- Contract Review
  - Editor - Microsoft Word on SpotDraft
  - Key Pointers for Your Contracts
  - Contract Status
  - Activity Log
  - Creating Ad-Hoc Approvals
  - Creating Conditional Approvals
  - Creating Sequential Approvals
  - How to Skip Approvals on SpotDraft
  - Related Documents
  - Compare Contracts
  - Where can Ad-Hoc Approvals be modified?
  - Setup Approval Actions for your Contracts on SpotDraft
  - What is the 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)
  - Editor 2.0: Refreshed Contract Editing on SpotDraft
  - Incognito and Private Mode for the Editor
  - Troubleshooting Document Upload Failures on SpotDraft
  - Contract Versions
- 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
  - How to Separate Pages in Microsoft Word on SpotDraft?
  - How do you Save an Edit session on Microsoft Word for SpotDraft?
  - How do you add Page Break to Microsoft Word Editor?
  - Comments and Mentions on the Editor
  - Syntax Rules & Backend Fields for Coding your MS Word templates
  - Clause Library on Microsoft Word Editor for SpotDraft
- Contract Management
  - Introduction to the SpotDraft Repository
  - Applying Filters in the Repository
  - Search + Advanced Search
  - Filter and Organize your Contracts with Custom Views
  - Manage Columns to Customize your Repository
  - Managing Pending Contract Actions With a User
  - Adding Tags to Contracts for Easy Identification
  - Performing Bulk Actions on Contracts
  - Generating a Report for Contracts
  - Generating Reports from the Repository
  - Task Center
  - Smart Data Capture (SpotDraft AI)
  - AI Due Diligence (SpotDraft AI)
  - Adding Related Documents to Contracts
  - Adding and Editing Key Pointers to Contracts
  - Using Quick Access - Your Shortcut Hub on SpotDraft
  - Archiving Counterparties in Your Workspace
  - Merging Multiple Contracts into one Consolidated Contract
  - Merging Counterparties and Moving Contracts
  - Smart Data Capture in Bulk
  - Contract Packets
- eSigning
  - How to Sign a Contract Using SpotDraft Sign
  - How do I upload and prepare a contract for signing using SpotDraft Sign?
  - How to prepare a contract for signing using Aadhaar eSign
  - How to sign contracts using SpotDraft’s Aadhaar eSigning
  - How to assign signature fields in SpotDraft Sig
  - FAQs
  - How to set a contract signing order on a contract type level
  - How to Set Signing Order in a Contract
  - How to Add Approvers, Signatories, and Receivers to Your Signing Workflow
  - How to void a contract on SpotDraft
  - Signing Contracts on Your Mobile with SpotDraft eSigning
  - How to Add a Checkbox as a Signing Field While Signing a Contract?
  - Signing contracts on your mobile using Aadhaar eSigning
  - How to add recipients from the Contract Summary page
- eStamping
  - Bulk uploading eStamps
  - Manually affixing eStamps
  - eStamping FAQs
- Campaigns
  - SpotDraft Campaigns: How to Create and send a SpotDraft Campaign
- Signature Packets
  - Using Signature Packets
- Express Contracts
  - Setting up an Express Contract
  - Sharing an Express Contract
- 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?
  - How to add key pointers to your Clickthrough agreements
  - Learn how to implement Clickthrough in your application/website
  - What information is included in the certificate of completion and which sections can you personalize?
  - Managing executed Clickthrough agreements in the repository
  - Setting up a custom domain for Clickthrough agreements
  - Retaining multi-list numbering from your Word or Google Docs document in the Clickthrough Editor
  - Managing Access for Clickthrough
- Notifications
  - Email Formats on SpotDraft
  - [Beta] Notification Preferences
- In-app Purchases
  - Purchasing and using Extraction Credits
VerifAI
- Using VerifAI
  - VerifAI on Microsoft Word
  - Best practices for VerifAI guidelines
  - FAQs
  - Installing VerifAI to Microsoft Word
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
  - Understanding the Salesforce Integration
  - Installing the Salesforce Integration
  - Zoho CRM
  - Understanding the HubSpot Integration
  - Installing the HubSpot Integration
- Cloud Storage
  - Microsoft OneDrive
  - Box
  - Dropbox
  - Sharepoint
  - Google Drive
- Collaboration
  - Slack Integration
  - MS Teams
  - Google Forms
- Email
  - Outlook Plugin
  - Gmail Plugin
- eSigning
  - Dropbox Sign
  - Adobe Sign
  - DocuSign
- HRMS
  - Create from Greenhouse
- Single Sign-On (SSO)
  - Okta SAML Setup
  - Okta SCIM Setup
  - Microsoft Sign-in Setup
  - Google Sign-in Setup
  - User Provisioning (SCIM) Setup
  - SAML SSO Setup
  - Azure Setup
  - OneLogin Setup
- Ticketing Systems
  - Jira
- Others
  - Airtable Integration
  - Developer Settings
  - 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

Compliance certifications, Standards, and Regulations

We're committed to protecting your company and your data. We maintain industry-accepted certifications and comply with current industry standards and regulations, so you can rest easy knowing your data is secure and compliant.

ISO 27001 - Download Report

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Last updated on August 23, 2023

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