Get an overview of our core services and features. Discover how our platform streamlines contract management, board meetings, and entity management. See how SmartIndex and our AI Assistant can revolutionize your governance practices, making your processes more efficient and effective.

Explore how to use the Access Groups feature in ContractZen. This brief guide covers creating and managing Access Groups to control permissions for contracts, meetings, Entities, and other sensitive documents. Ensure your team has the right access while maintaining security

See how to manage metadata field settings in ContractZen. This video demonstrates how to enforce the completion of specific metadata fields before saving and how to hide unnecessary fields from users. Improve data integrity and user experience in both contract and entity management.

Learn how to manage users access rights in ContractZen. This video guides you through editing permissions for users, ensuring the right access for each team member, and shows how to remove a user from your account. Control who can access and manage your organization's data efficiently and securely.

Step-by-step guide to bulk upload your documents to ContractZen using our Mass Importing feature. This video guides you through the process, whether you're migrating your existing database or adding new documents. Simplify your document management and save time with ContractZen's efficient Mass Importing tool.

Discover ContractZen's powerful Search Functions. This tutorial covers Advanced Search capabilities, category-specific searches, and general search features. Whether pinpointing specific documents or optimizing retrieval, ContractZen's tools provide robust solutions.

Learn how to streamline compliance tracking and prepare for due diligence with ContractZen's SmartIndex. This video shows how to create a SmartIndex using pre-built templates, like Legal Due Diligence and ESG indexes. Discover how SmartIndex enables easy document organization and sharing with third parties through a Virtual Data Room (VDR), keeping your organization audit-ready.

Learn how ContractZen simplifies legal entity management by centralizing all your corporate entities' information and documentation in one secure platform. This video guides you through the key features that help you stay organized and compliant.

Discover how ContractZen’s Contract Management module streamlines your contract lifecycle with intuitive tools for tracking, organizing, and managing agreements. This video guides you through essential features like automated reminders, metadata tagging, and centralized storage, ensuring all contracts remain easily accessible and up-to-date. Ideal for ensuring compliance and reducing administrative workload, our contract management tools offer a seamless way to keep agreements organized and ready for retrieval.