How to add documents to your ContractZen account?

There are a few ways to add documents to ContractZen. You can click the Add buttons in the dashboard or in each category's Search and Folder Views. You can also send the files to ContractZen via email, please check the instructions here
The easiest way to add documents is to click the plus sign in the header. Then the below popup will appear.

Now you need to choose the category you want to add the files to. You can import as many files in one go as you like. If all the files are related to the same document, then choose All files in one item. If you want that the service creates separate documents from each file, then choose Each file as a separate item. After that, you are able to add the metadata of the document(s).

If you add more than one file in one go and you add all of them as a separate item, a Mass edit tool opens. There you are able to add the same metadata to all of the documents you are adding. You can add, for example, all of your Sales contracts in one go: if the contracts have similar metadata (like all of them are sales contracts), add those metadata with the mass edit, and then edit the files one at a time to add the rest of the metadata.
You can use the same mass edit tool to edit the documents after they have been added. Select the documents in the Search view, and click Mass Edit at the bottom of the page. This an easy way to edit multiple documents in one go, for example, if you need to change the contact person in several documents.

Meetings can be added to ContractZen the same way as documents.

Using Your Account in ContractZen

  1. Quick Start Guide
  2. VIDEO: How to create a contract?
  3. VIDEO: How to search and find a contract?
  4. VIDEO: How to create a meeting?
  5. I need help with the service/ I have something to ask from the ContractZen team/ I am having problems with the service, how do I get help?
  6. How does the e-Signing work and what is the pricing?
  7. Can I customize/add new contract types? How to use Custom types and Common tags?
  8. How to e-Sign documents and meetings?
  9. How to create and use a Virtual Data Room (Basic & Pro version)?
  10. How do I delete additional custom types (tags) and common tags?
  11. Can I hide document metadata fields and make them mandatory for the users to fill in?
  12. How to enable Office 365 calendar synchronization?
  13. What is a Virtual Data Room and how much does it cost?
  14. How to change date order (for example, from Day/Month/Year to Month/Day/Year)?
  15. How to delete documents' and meetings' contacts?
  16. Can I add email conversations to ContractZen?
  17. What is MeetingBook and how does it work?
  18. Who can create the Meeting Minutes?
  19. Who can be added as an attendee in a meeting?
  20. How to use the Meeting Scheduler?
  21. How to manage multiple accounts?
  22. How to edit access rights?
  23. How to add documents to your ContractZen account?
  24. How do I invite other users to join my ContractZen account?
  25. How do I edit the user list when an employee leaves the company?
  26. How to add my company's VAT ID to my account?
  27. How to organize documents with Common Tags in a Virtual Data Room (Index View)?
  28. I have forgotten my User ID.
  29. How can materials from board and other meetings be managed more efficiently and securely?
  30. How to use board portal tools (Agenda, My Notes, Review & Final)?
  31. How can I change my email address?
  32. What is the maximum file size in ContractZen?
  33. The documents sent to inbox are not encoded correctly
  34. How to see a report of which documents are signed?

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