Contract Management Tool
Collection of all important features and help guides for users of our contract management platform.
By Akshat and 2 others3 authors58 articles
Fixed Section in Contract Management
Learn how to set up and work with fixed sections in Legistify's contract management module.
- Search Bar Features and Usage Guide in Contract Management ToolThis article explains the features and usage of the Search Bar within the Contract Management Tool.
- Key Features in Contract ManagementLearn how to schedule meetings, switch between applications, and manage your profile details using built-in features designed to simplify everyday contract management tasks.
Add New in Contract Management
A guide to adding new contracts in Legistify's contract management module, covering creation, details, and submission steps.
- How to Initiate a Template ContractCreate standard contracts easily using predefined templates and structured input fields
- How to Initiate an Express ContractLearn how to send a contract form to external parties via email or SMS using Express Contract, without requiring them to log in to the platform.
- How to Initiate a Third Party ContractLearn how to upload and initiate contracts received from external parties using Legistify’s Third Party Contract workflow. This feature helps you bring externally drafted contracts into a structured, trackable, and…
- How to Initiate a Legacy ContractUpload and store already executed contracts in a structured format, either by manually entering details or by letting the system extract key information automatically.
- How to Initiate Quick SignThis article provides a step-by-step guide on initiating Quick Sign in CMT.
- View DraftAccess, edit, and manage contracts saved as drafts before final submission.
- Draft Using AIDraft contracts using AI by selecting a contract type and filling in a guided form. The input fields adapt based on the contract selected to ensure accuracy and consistency.
How To Use Our Editor
A step-by-step guide to using Legistify's built-in editor for drafting, editing, and formatting legal documents.
- How to Efficient Collaborate Using Our EditorThis article explains the collaboration features available within the Legistify in-built editor.
- How to Use : Collaboration SectionUtilize our comprehensive collaboration features to manage document changes, compare versions, and maintain a clear history of edits.
Post Initiation
Learn about post-initiation steps in Legistify's contract management module, including actions and workflows after a contract is created.
- Contract Page | Action KeysA complete guide to all the tabs and action options available on a contract's details page, covering everything from managing documents and tasks to tracking obligations, approvals, and couriers.
- Internal Review ProcessA complete guide to conducting an internal review of contracts, including how to use the editor tools, collaborate with your team, and finalise the contract before sending it forward.
- How to Share Contract with Third PartyLearn how to invite external collaborators to review, comment on, or negotiate a contract directly from the platform, with full control over access rights and link validity.
- How to Share Contract for E-SignLearn how to send a contract for electronic signatures directly from the platform, configure stamp paper, add signatory details, set signature coordinates, and track the signing process from start to…
- Post-Contract Execution Actions GuideA step-by-step guide to managing contracts after execution, including how to renew, amend, and terminate contracts directly from the platform.
- How to Sign a Document Using a DSC TokenThis article explains how to sign a document using a Digital Signature Certificate (DSC) token in the Contract Management Tool (CMT).
Repository in Contract Management
Learn how to use the repository in Legistify's contract management module to store, organise, and retrieve contracts.
To Do in Contract Management
Manage to-do tasks within Legistify's contract management module, including how to assign, track, and close items.
Dashboard
Get an overview of the dashboard in Legistify's contract management module, including key metrics, widgets, and navigation.
- Insights Page in Contract Management ToolTrack contract health, monitor pipeline activity, analyse performance trends, and manage e-sign and stamp spend — all from one AI-powered dashboard.
- Risk & Renewals Dashboard in Contract Management ToolMonitor expiring contracts, track renewal actions, and manage portfolio risk with AI-powered insights to stay ahead of deadlines and avoid unintended lapses.
- Pipeline & Approvals Dashboard in Contract Management ToolTrack active pipeline health, monitor approval queues, identify stalled contracts, and analyse lifecycle conversion with AI-powered insights.
- Team & Operations Dashboard in Contract Management ToolMonitor team workload, track user activity, manage task health, and maintain contract data quality with AI-powered insights across your organisation.
CMT Settings Explained
A complete guide to the settings in Legistify's contract management module, with explanations for each configuration option.
- Email Alerts in Contract Management ModuleLearn how to configure, customise, and create email alerts for your contracts — from expiry reminders and stage transitions to task deadlines and daily digest notifications.
- Escalation in Contract ManagementLearn how to create and manage multi-level escalation workflows in the Contract Management module to ensure critical tasks are flagged and actioned on time.
- How to Set Up Contract Creation ApprovalLearn how to create single or multi-level approval workflows for contract creation, ensuring every new contract is reviewed and authorised before it moves forward.
- Setting Up Role-Based Access in Contract ManagementLearn how to configure role-based permissions for each user type in the Contract Management module, giving you precise control over what each role can see and do across the platform.
- Build Contract TemplateLearn how to create contract templates from scratch using the no-code builder engine, with three creation methods — Automated Contract, Manual Contract, and Import from DOCX and JSON.
- Set Up Custom LabelsLearn how to create and manage custom label categories in the Contract Management module to organise, filter, and report on your contracts more effectively.
- How to Set Up & Start Contract Signing ApprovalThis article provides a comprehensive guide on how to set up contract signing approvals using the Contract Management Tool (CMT).
- Setting Up Native Editor AccessLearn how to manage individual user access rights within the native document editor, assigning each user the appropriate level of access based on their role and responsibilities.
- View & Edit Company SignatoriesLearn how to efficiently manage and update authorized signatories for specific contract templates within your organization.
- Bulk AssignmentThis Article helps user easily reassign pre-created tasks and approvals to different users using the Bulk Assignment feature.
- View & Edit Contract FollowersLearn how to manage default followers for each contract template, ensuring the right people receive notifications and have access to the contracts they need to track.
- Org Wise PermissionControl which features and capabilities are active across your entire organisation from a single settings panel.
- Add New UserAdd and manage organisation users individually or in bulk from the User Management settings.
Resources in Contract Management
Access resources for Legistify's contract management module, including guides, templates, and reference materials.
- Create, Save & Download Custom MIS Report TemplatesBuild and download custom MIS reports for your contract metadata using the Export Data section in Resources.
- How to Bulk Download Executed Contract FilesLearn how to efficiently download multiple executed contracts and their supporting documents in bulk with the Bulk Files Download feature.
- Comprehensive Guide to Stamp ManagementLearn how to purchase, request, manage, store, and upload stamps efficiently using our Contract Management Tool.
- Clause - How to Create, Edit & UseBuild and manage a library of pre-approved clauses that can be used across your organisation's contracts.
- Archived Contracts - View, Restore or DeleteAccess, restore, and delete contracts that have been archived manually or automatically from the Repository.
- Managing Counter Parties in Contract ManagementView and manage all external parties you have signed contracts with, and organise them by company.
AI Powered Deviation Approvals
Use Legistify's AI powered clause deviation workflow that reduces compliance risks
Stamp Papers
Find all help articles related to stamp papers on Legistify, including how to generate and manage them within the platform.
Integrations
Integrate your Contract Management Tool for automated, efficient workflows.
- DocuSignIntegrate DocuSign with Legistify CMT to send contracts for e-signing and automatically sync executed copies across both platforms.
- Google DriveIntegrate Google Drive with Legistify CMT to automatically store executed contracts and share them across teams without manual uploads.
- MS WordReview contracts directly in Microsoft Word Desktop, and save your updates back to Legistify—preserving formatting, comments, and edits effortlessly.
- SlackSeamlessly integrate Slack with Legistify’s Contract Management Tool for real-time contract updates and collaboration
- ZOHO CRM IntegrationExplore Zoho Integration with our contract module
Salesforce Integration
Detailed articles on integration of Legistify's CLM with your Salesforce account
- Salesforce Integration (Part 1)Explore Salesforce integration with our contract module. Key features & functionalities provided with this integration.
- Salesforce Integration Templates (Part 2)Guide to automate your templates or company drafts for auto population from Salesforce opportunity data
- Salesforce Integration installation (Part 3)Step by step guide to install Legistify’s native application within your Salesforce account.
HubSpot Integration
Detailed articles on integration of Legistify's CLM with your HubSpot account
- HubSpot Integration (Part 1)Explore HubSpot integration with our contract module. Key features & functionalities provided with this integration.
- HubSpot Integration (Part 2)Step by step guide to install Legistify’s native application within your HubSpot account.
- HubSpot Integration (Part 3)Guide to automate your templates or company drafts for auto population from HubSpot Deal data
- HubSpot Integration (Part 4)Guide on how to sync Legistify CLM fields to your HubSpot Deal records for automated 2 way data sync
- HubSpot Installation GuideCheck step-by-step instructions to install and link Legistify’s CLM package with HubSpot.
CMT FAQs
Get answers to your most common queries about our Contract Management Tool — from features to best practices, all in one place!