Using SpotDraft
Workflows
Getting Started with Workflow Manager
Step by step guide
What is a Workflow?
Generate new contracts with a new self-serve intuitive tool by SpotDraft — Workflow Manager. (Closed Beta Program)
Workflow Manager and Workflows on SpotDraft
Get started with Workflow Manager
Types of Workflows on SpotDraft
Learn all about the different workflows that you can build with SpotDraft’s Workflow Manager.
Creating a Template Workflow on SpotDraft
Step-by-step guide
Creating a SpotDraft Campaign
Step-by-Step Guide
Create a New Third-Party Paper Workflow on SpotDraft
Here’s how you can set up a Third-Party Paper Workflow with Workflow Manager on SpotDraft
Create a New Upload and Sign Workflow on SpotDraft
Here’s how you can set up an upload and sign workflow with Workflow Manager on SpotDraft
How to Migrate Your Existing Workflows to Workflow Manager
Here’s how you can migrate your existing workflows to Workflow Manager.
Setting Up an Intake Form
This guide assists users in setting up Intake Forms. These forms let users gather additional details about third-party or customer contracts during their setup phase. You can utilize this information for conditional approvals or highlighting them as Key Pointers.
Fill In and Track Additional Values Using Intake Forms
Track Details as Key Pointers Added in an Intake Form
The article encompasses how you can use intake forms
How to Manage Basic Info Questions
This guide explains how to manage standard questions asked as part of the contract template workflow in SpotDraft. These questions apply to both your company and the counterparty. Follow these steps to manage and configure the questions.
Workflow Descriptions for Your Template Workflow
Enhancing Template Workflows with Descriptive Context
Duplicating Workflows
Step-by-step guide
Creating a New Contract Type in Your Workflow
Step-by-step guide
Discard unpublished changes to a workflow
Step-by-step guide
Viewing a published version of a workflow
Step-by-Step Guide
Contract Creation
DraftMate MS-Word Add-in and How to Set it Up
A brief guide to help you add DraftMate to MS Word
Setting up a Template From a Document
Learn how to setup your templates using a document and DraftMate plugin.
Setting up Dynamic Tables Using DraftMate
How to Create a Custom Signature Block in Your Template
Convert PDF Contracts to DOCX (Microsoft Word document)
Here's how you can convert a PDF contracts into DOCX on SpotDraft.
How to Copy/Paste from Spreadsheets to Dynamic Tables on SpotDraft
Effortlessly transfer data from your spreadsheet to the dynamic table with a simple right-click. Copy the data from your spreadsheet, and then right-click to seamlessly paste it onto the dynamic table. Say goodbye to manual data entry.
Syntax Rules & Backend Fields for Coding Your MS Word Templates
This article describes the syntax rules and backend variables/fields that are used in DraftMate for setting up your contract templates on MS Word.
Creating Dynamic Contract Templates with DraftMate
Learn how to transform a standard document into a dynamic contract template using DraftMate's AI technology
Showing dropdown options based on conditional logic
Step-by-Step Guide
Contract Review
Editor - Microsoft Word on SpotDraft
Microsoft Word on SpotDraft is the new editor by SpotDraft.
Key Pointers for Your Contracts
The key pointers section lists all the essential metadata for a contract. These can be set up separately in the Contract Settings for each contract type.
Contract Status
This card tells you which stage a contract is in during its life on SpotDraft. In the first three stages, it also lists out your next tasks.
Activity Log
Activity log tracks all in-contract actions for any given contract.
Creating Ad-Hoc Approvals
Here's how you can create Ad-Hoc approvals for SpotDraft.
Creating Conditional Approvals
Here's how you can create Conditional approvals for SpotDraft.
Creating Sequential Approvals
Here's how you can create sequential approvals for SpotDraft.
How to Skip Approvals on SpotDraft
Here’s how you can skip approvals - Conditional Approvals, Ad-Hoc Approvals and Sequential Approvals
Related Documents
Here’s how you can add supporting documents along with your main contract.
Compare Contracts
Follow this guideline to compare contracts side-by-side
Where can Ad-Hoc Approvals be modified?
Here’s how to change approvals on SpotDraft
Setup Approval Actions for your Contracts on SpotDraft
Here’s how to modify approval actions and access on SpotDraft
What is the difference between Pre-Sign and Pre-Send Approvals?
How do pre-sign and pre-send approvals differ?
Can we add Approvals for a Specific Clause or Section in a Contract?
Here’s how to add approvals for specific clauses and sections.
Threaded Conversations in the Activity Log
Reply to specific comments in the activity log and start a new conversation thread.
Track Changes on the Contract Page
Track contract changes on SpotDraft’s Contract Summary Page
Improvements to your Contract-Saving Experience on SpotDraft (Closed Beta)
Experience new Save UX when you edit your contracts on Microsoft Word Editor on SpotDraft.
Editor 2.0: Refreshed Contract Editing on SpotDraft
Learn about the new updates to Microsoft Word Editor on SpotDraft and the new Document Saving UI improvements(Beta).
Incognito and Private Mode for the Editor
We advise our users not to use Incognito or private mode for editing their contracts on SpotDraft as it requires cookies to function properly.
Troubleshooting Document Upload Failures on SpotDraft
Learn how to resolve server related issues around downloading, uploading or executing contracts on SpotDraft
Contract Versions
Learn how to navigate and view your contract versions
Microsoft Word On SpotDraft
How to start DraftMate on Microsoft Word editor on SpotDraft?
Here's a quick guide on how to use DraftMate on the new editor.
Editor - Microsoft Word on SpotDraft
Microsoft Word on SpotDraft is the new editor by SpotDraft.
Comment Categories in Microsoft Word on SpotDraft
Here's how comments are structured in the new editor by SpotDraft
How to Separate Pages in Microsoft Word on SpotDraft?
Here's how you can separate pages in the new Microsoft Word on SpotDraft editor.
How do you Save an Edit session on Microsoft Word for SpotDraft?
Here’s how to save edits on the new Microsoft Word Editor for SpotDraft.
How do you add Page Break to Microsoft Word Editor?
Here's how you can add page breaks on the new editor.
Comments and Mentions on the Editor
Check out the enhanced comment and mention capabilities of Microsoft Word Editor on SpotDraft.
Syntax Rules & Backend Fields for Coding your MS Word templates
This article describes the syntax rules and backend variables/fields that are used in DraftMate for setting up your contract templates on MS Word.
Clause Library on Microsoft Word Editor for SpotDraft
Learn and get started with the Clause Library for authoring contracts.
Contract Management
Introduction to the SpotDraft Repository
SpotDraft's repository is a centralized storage hub for contracts, enabling efficient organization, access, and collaboration.
Applying Filters in the Repository
Learn how to use filters on your SpotDraft repository to refine search items.
Search + Advanced Search
Discover effective methods for searching contract-related language within your repository using SpotDraft’s search bar.
Filter and Organize your Contracts with Custom Views
Filter, sort, and prioritize contracts based on your specific needs, gaining instant access to the information that matters most.
Manage Columns to Customize your Repository
Personalize your repository's columns with SpotDraft's custom dashboard. Choose which columns to show or hide for enhanced visibility and seamless user experience.
Managing Pending Contract Actions With a User
Learn how to efficiently manage pending contract actions in SpotDraft. This step-by-step guide will walk you through using the 'Assigned to' feature, allowing you to streamline your workflow and take prompt action on crucial tasks.
Adding Tags to Contracts for Easy Identification
Discover the convenience of SpotDraft's tags for categorizing contracts with easy labels for efficient grouping and quick identification.
Performing Bulk Actions on Contracts
Maximize efficiency with SpotDraft's bulk actions feature. Select multiple contracts and perform actions like relating contracts, assigning users, and more.
Generating a Report for Contracts
Create structured, one-time or recurring contract reports with SpotDraft. Review, analyze, and report on contract details easily.
Generating Reports from the Repository
Create structured, one-time or recurring contract reports with SpotDraft. Review, analyze, and report on contract details easily.
Task Center
Discover SpotDraft's Tasks & Reminders for contract organization. Easily create, assign, track, and manage tasks.
Smart Data Capture (SpotDraft AI)
Learn how Smart Data Capture utilizes AI to swiftly extract contract key pointers and get concise summaries with justifications.
AI Due Diligence (SpotDraft AI)
Learn how SpotDraft’s AI Due Diligence utilizes AI to help you analyze bulk contracts to identify and mitigate hidden legal risks, and save time.
Adding Related Documents to Contracts
Learn how to attach associated documents directly to contracts within the SpotDraft platform.
Adding and Editing Key Pointers to Contracts
Learn how to add and edit key pointers manually to your contracts.
Using Quick Access - Your Shortcut Hub on SpotDraft
Use Quick Access (Cmd/Ctrl+K) keyboard shortcut to reach any action or contract instantly!
Archiving Counterparties in Your Workspace
This guide provides a walkthrough to manage counterparties by archiving and restoring them in the workspace to minimize duplication and enhance user experience.
Merging Multiple Contracts into one Consolidated Contract
This guide will walk you through the process of appending one or more contracts with a .docx extension sequentially to another contract template document and sending them as one single document to the counterparty for review or signature
Merging Counterparties and Moving Contracts
This guide assists users in merging one counterparty (referred to as the "Source Counterparty") into another (referred to as the "Destination Counterparty") and transitioning all relevant contracts to the Destination Counterparty.
Smart Data Capture in Bulk
This guide will show you how extract multiple contracts using Smart Data Capture in one go.
Contract Packets
Step-by-Step Guide
eSigning
How to Sign a Contract Using SpotDraft Sign
Step-by-step process to sign contracts using SpotDraft's eSigning service, SpotDraft Sign
How do I upload and prepare a contract for signing using SpotDraft Sign?
Learn how to prepare and upload a contract for signatures on SpotDraft using SpotDraft Sign
How to prepare a contract for signing using Aadhaar eSign
Learn how to prepare your document for signing with Aadhaar eSign services.
How to sign contracts using SpotDraft’s Aadhaar eSigning
Learn how to sign contracts using Aadhaar eSign services
How to assign signature fields in SpotDraft Sig
Learn how to assign fields in your contracts using SpotDraft Sign
FAQs
This article provides answers to frequently asked questions (FAQs) that cover everything you need to know about SpotDraft's eSigning services.
How to set a contract signing order on a contract type level
Learn how to set signing order at the contract-type level.
How to Set Signing Order in a Contract
Learn how to set a contract signing order in a contract
How to Add Approvers, Signatories, and Receivers to Your Signing Workflow
Learn how to add Approvers, Signatories, and Receivers to your signing workflow
How to void a contract on SpotDraft
Learn how to block all actions of a contract and cancel all outstanding activities.
Signing Contracts on Your Mobile with SpotDraft eSigning
Learn how to sign contracts on your phone with SpotDraft Sign.
How to Add a Checkbox as a Signing Field While Signing a Contract?
Learn how to add a checkbox as a signing field in SpotDraft Sign.
Signing contracts on your mobile using Aadhaar eSigning
Learn how you can sign a contract with Aadhaar eSign using your mobile device.
How to add recipients from the Contract Summary page
Learn how to add recipients to your contract from the Contract Summary page
eStamping
Bulk uploading eStamps
Discover the detailed process for efficiently uploading stamps in bulk to your SpotDraft stamp inventory.
Manually affixing eStamps
Learn how to manually affix eStamps to your contract
eStamping FAQs
Everything you need to know about SpotDraft’s eStamping services
Signature Packets
Using Signature Packets
Merge up to 5 documents and send them for eSigning as a packet
Express Contracts
Setting up an Express Contract
Use Case: Perfect for distributing non-negotiable contracts in the form of url links to numerous counterparties, allowing them to provide necessary details for the contract and sign off with ease.
Sharing an Express Contract
Once you’ve set up your Express Template, sharing contracts is a cakewalk!
Clickthrough
How to create a clickthrough
In this guide, we will see how you can create and access the embed code for Clickthrough on SpotDraft.
How to Access Audit Trails in a Clickthrough Agreement
Learn how to access audits of your executed Clickthrough agreements
What is a Clickthrough packet, and how to set it up?
Learn how to create a Clickthrough packet on SpotDraft
How to access the embed code for a Clickthrough packet
Learn how to access embed code for your Clickthrough packets
How to Customize a Clickthrough on SpotDraft Clickthrough
Learn how to customize your Clickthrough by adding multiple checkboxes and determining the text for your Clickthrough.
How to add multiple checkboxes to your Clickthrough in SpotDraft clickthrough?
Learn how to optimize SpotDraft Clickthroughs by adding multiple checkboxes
How to add key pointers to your Clickthrough agreements
Learn how to add key pointers to your Clickthrough agreements
Learn how to implement Clickthrough in your application/website
Step-by-step guide to implement SpotDraft Clickthrough in your website/application
What information is included in the certificate of completion and which sections can you personalize?
Explore the comprehensive guide on Certificate of Completion customization. Discover the key details included in the certificate and learn how to personalize specific sections for a tailored touch
Managing executed Clickthrough agreements in the repository
Learn how to seamlessly view and manage executed Clickthrough agreements on 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
Learn how to retain single-level and multi-level lists in the Clickthrough Editor when you copy an agreement from your Word editor or Google Docs.
Managing Access for Clickthrough
Learn how to manage access for Clickthrough Manager and Clickthrough Repository.