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Using Your Account in ContractZen

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  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. What is the SmartIndex and how to use it?

  6. How to use Boolean search operators?

  7. 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?

  8. How does the e-Signing work and what is the pricing?

  9. Can I customize/add new contract types? How to use Custom types and Common tags?

  10. How to e-Sign documents and meetings?

  11. How to create and use a Virtual Data Room (Basic & Pro version)?

  12. How do I edit or delete custom types and common tags?

  13. Can I hide document metadata fields and make them mandatory for the users to fill in?

  14. How to mass edit contracts' metadata?

  15. How to enable Microsoft 365 Outlook calendar synchronization?

  16. What is a Virtual Data Room and how much does it cost?

  17. How to change date order (for example, from Day/Month/Year to Month/Day/Year)?

  18. How to delete documents' and meetings' contacts?

  19. Can I add email conversations to ContractZen?

  20. What is MeetingBook and how does it work?

  21. How to use the Access Groups add-on feature?

  22. Who can create the Meeting Minutes?

  23. Who can be added as an attendee in a meeting?

  24. How to use the Meeting Scheduler?

  25. How to manage multiple accounts?

  26. What if I need more metadata fields for my contracts or entities?

  27. How to edit access rights?

  28. How to add documents to your ContractZen account?

  29. How do I invite other users to join my ContractZen account?

  30. How do I edit the user list when an employee leaves the company?

  31. How to send a reminder about the missing eSignatures to the signers?

  32. How to add my company's VAT ID to my account?

  33. How to organize documents with Common Tags in a Virtual Data Room?

  34. I have forgotten my User ID.

  35. How to manage employee documents in ContractZen?

  36. How can materials from board and other meetings be managed more efficiently and securely?

  37. How to use board portal tools (Agenda, My Notes, Review & Final)?

  38. How can I change my email address?

  39. The documents sent to inbox are not encoded correctly

  40. How to see a report of which documents are signed?

  41. Signatures made with Visma Sign are not shown in the browser's PDF viewer

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