Create a complete procedure with folders, receivers, smart fields, metadata, text blocks, comments, and attachments 1. Introduction This guide walks you through creating a complete, production‑ready procedure in Contractuo—from setup to review and signatures. You will: Who is this for? Legal, Procurement, Sales, HR, Compliance—any team that needs end‑to‑end document…
What is the Editor Styles Function? The Editor Styles function in contractuo lets users apply specific formatting styles to paragraphs and headings within the text editor. It allows control over font size, line height, padding, and font-weight, ensuring consistent formatting across documents. These styles are preserved when exporting documents to…
Introduction to Import and Export Functionality While contractuo offers robust tools for managing documents entirely within the platform, the import and export functionality comes with a few limitations. Limitations of Import and Export There are some limitations when importing Word documents into Contractuo and exporting them back out. These include:…
Create dynamic and data-driven financial product documents using Smart Fields within a Prospect Module.
Enhance contact management by adding customizable Smart Fields and organizing them into groups.
Form Fields are interactive elements within forms that act as building blocks for gathering user input.
Smart Fields inside the Procedures are dynamic data hubs that populate documents, streamline workflows, and enhance information management.
Procedure Templates empower teams to create standardized and efficient document workflows.
Procedures streamline and automate document workflows, enhancing collaboration, efficiency, and accuracy by organizing multiple steps and stakeholders in a seamless process.
Document templates are pre-formatted documents you can use as a starting point to save time and ensure consistency when creating similar documents.