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Self-Serve Templates
Contract Creation
Template Contracts
Campaigns
Self-Serve Templates
Questionnaire Builder
DraftMate
Dynamic Table Basics
Contract Review
Contract Execution
Workflows
Collaboration
Storage & Management
Using the Search Bar
Applying Filters on the Repository
Adding Custom Views to your Repository
Managing columns to customise the Repository
Checking contracts assigned to me
Performing bulk actions on contracts
Applying tags for easy labelling
Generating a report
User Management
FAQs
Integrations
Salesforce
HubSpot
Outlook
GMail
CRM
Google Drive
Dropbox
Single Sign-on(SSO)
MS Teams Notifications
Box Integration
DocuSign
Envoy
Access Control using Key Pointers
Dropbox Sign
OneDrive
Walkthroughs
Contract Summary
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SpotDraft Help Center
Self-Serve Templates
Contract Creation
Template Contracts
Campaigns
Self-Serve Templates
Questionnaire Builder
DraftMate
Dynamic Table Basics
Contract Review
Contract Execution
Workflows
Collaboration
Storage & Management
Using the Search Bar
Applying Filters on the Repository
Adding Custom Views to your Repository
Managing columns to customise the Repository
Checking contracts assigned to me
Performing bulk actions on contracts
Applying tags for easy labelling
Generating a report
User Management
FAQs
Integrations
Salesforce
HubSpot
Outlook
GMail
CRM
Google Drive
Dropbox
Single Sign-on(SSO)
MS Teams Notifications
Box Integration
DocuSign
Envoy
Access Control using Key Pointers
Dropbox Sign
OneDrive
Walkthroughs
Contract Summary
Self-Serve Templates
This section will show you how to build your first template workflow using SpotDraft's Self-Serve templates feature.
Questionnaire Builder
Getting Started
Creating a questionnaire
DraftMate
How to Install DraftMate Word Add-in
Creating Custom Signature Block
Dynamic Table Basics
Dynamic Table Basics