Skip to main content

Contract Management Tool

Collection of all important features and help guides for users of our contract management platform.

3 authors56 articles

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.

To Do in Contract Management

Manage to-do tasks within Legistify's contract management module, including how to assign, track, and close items.

To Do PageThis article explains the features and functionality of the To Do Page in the Contract Management Tool.

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.

CMT FAQs

Get answers to your most common queries about our Contract Management Tool — from features to best practices, all in one place!

Contract Management Frequently Asked Questions (FAQs)Find answers to the most frequently asked questions about contract management on Legistify's platform.