Agile Contract Lifecycle Management and Document Automation
Draft contracts from scratch or use configurable templates that auto-populate your contract in seconds.
Negotiate and collaborate on legal documents in real time. Set a defined approval center or authority matrix.
E-sign and integrate with tools like DocuSign or Adobe Sign to provide authentic electronic signatures.
A comprehensive guide to add contracts in sheria360 .
Instructions for uploading and adding new contracts or documents to your database.
A guide to capturing and editing all the essential details of a contract.
Instructions for sending contracts for review and managing the approval process.
A guide to the various methods for digitally signing contracts within the platform.
Learn how to set up timely reminders for all contract deadlines and renewal dates.
Instructions for setting and tracking important milestones throughout a contract's lifecycle.
Learn how to track billable time and record expenses related to a specific contract.
Instructions for organizing documents and files associated with a contract.
A guide to linking contracts to other related matters, tasks, and contracts.
Learn how to create and manage document templates for contracts.
Instructions for renewing a contract and managing renewal dates.
A guide to managing Service Level Agreements (SLAs) for contracts and documents.
A guide to setting up and configuring approval centers based on roles and business rules.
Instructions for setting up and configuring signature centers for various workflows.
A guide to creating and using predefined forms for contracts.
Instructions for setting up a custom ID format for all new contracts.
Learn how to create and manage custom workflows for different contract types.
A guide to customizing the transitions, screens, and permissions of your workflows.
Instructions for using the contract dashboard to track key metrics and performance.
A guide to sharing contracts and collaborating securely with clients and external stakeholders.
Instructions for archiving and unarchiving old contracts and documents.
A step-by-step guide to integrating and using DocuSign for contract signatures.
A guide to automating the approval and signature process based on user roles and permissions.
A guide to linking your custom workflows with the approval and signature centers.
Learn how to create predefined folder structures for contracts.
Instructions for setting up and configuring all contract-related settings.
A guide to customizing the email templates used for contract notifications and communication.
Instructions for creating and managing amendments to existing contracts.
Instructions for setting up time units (e.g., days, weeks) for contract durations.
A guide to tracking and viewing the full history of a contract's changes and versions.
Instructions for managing your library of contract templates.
A guide to real-time collaboration and redlining on contracts.
Instructions for making and tracking amendments to a contract.
A guide to resetting the contract ID numbering for your firm.
A guide to using the built-in electronic signature tools.
Instructions for designating the first party in a contract.
A guide to creating and managing the different types of contracts.
A guide to customizing the email templates for contract notifications.
Instructions for setting privacy and access controls for contracts.
A guide to assigning contracts to users or teams.
A guide to using the document generator to create files from templates.
Instructions for archiving and unarchiving contracts.
A guide to creating and managing a library of contract clauses.
Instructions for managing and tracking changes in contract documents.
A guide to the negotiation features available for contracts.
A guide to resending signature requests to signees.
Instructions for initiating a DocuSign signature process from within the platform.
A guide to customizing the email template for DocuSign signature requests.
A guide to managing and attaching supporting documents to contract templates.
Instructions for embedding or attaching files directly within contract templates.
A step-by-step guide to creating a new contract using a pre-existing template.
Instructions for setting access permissions for contract types based on teams.
A guide to linking related contracts together for a comprehensive view.