Walkthroughs

Use our video walkthroughs to get the most of out of your SpotDraft experience

• Adding Default Signatories
• Setting up Approvals
• Setting up Entities
• Template Settings
• Access Control
• Counterparties Card (Settings)
• Adding Roles
• Inviting new team members
• Adding Entities
• Assigning Signature Fields and Signing a PDF Upload Contract
• Uploading PDF Version of a Contract
• Uploading Executed/Historical Contracts
• Sending third party contracts to Counterparty
• Reviewing Third Party Contracts
• Uploading Third Party Contracts
• Unmarking a Contract For Execution
• Reviewing a Redlined Contract
• Adding Signatures from Counterparty
• Counterparty Flow
• Sending Contracts via SpotDraft
• Creating Template Contracts
• Template Contract
• (+) New Workflow Options
• Customizing Columns
• Tags
• Search Filters
• Downloading Reports
• Reassigning a Business User
• Contracts Assigned to Me
• Deleting Contracts
• Contract Stages
• Contract Repository