ContractSafe Admin Video Guide | customer onboarding video made with ngram
About the video
This customer onboarding video was made with ngram to walk new ContractSafe admins through initial account setup. It covers inviting team members and assigning permissions under Settings then Users, creating folders from the dashboard to keep contracts organized, adding custom fields and forms in settings to track specific data, and uploading contracts by email-in or drag-and-drop. The guide positions these steps as the foundation for faster contract management once the account is configured, giving admins a clear sequence to follow before the rest of the team starts using the platform day to day.
- ContractSafe
- Contract Management
- Admin Setup
- Software Onboarding
- SaaS