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  - Discard unpublished changes to a workflow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

Using Quick Access - Your Shortcut Hub on SpotDraft

Use Quick Access (Cmd/Ctrl+K) keyboard shortcut to reach any action or contract instantly!

What is Quick Access?

Quick Access for contracts is a keyboard shortcut that enables you to navigate across your workspace to perform actions, or retrieve contracts.

How does Quick Access work?

Simply type “Cmd + K” on your Mac or "Ctrl+K" on Windows and other operating systems anywhere on your SpotDraft workspace to instantly access the following actions with a single click:

Workspace-level actions

Perform workspace-level actions in one-click when you open Quick Access on your repository.

Invite new users to your workspace

Create new template contracts

Send contracts for signatures/review

Import executed contracts

Access Campaign/Express contracts, and more!

Summary page actions

When you open a contract and use Quick Access, the following actions can be performed:

Add and edit contract tags

Compare contract versions

Upload supporting documents

Share the contract with counterparties

Download the latest contract version

Change contract type

View tasks

Edit a contract

Mark a contract for execution

Search for contracts

With the Quick Access widget open anywhere on SpotDraft, simply hit ‘Tab’ on your keyboard and search for contracts using key terms like contract title, counterparty name, business user or tags.

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Last updated on November 30, 2023

Adding and Editing Key Pointers to Contracts Archiving Counterparties in Your Workspace