UI UPDATE! Contractbook is a constant work in progress (as it is supposed to be). We are always looking to make both smaller improvements and major updates. At least if it means that contract management becomes more efficient, extra straightforward or increasingly compliant for you.
During the last couple of months, we have introduced a bunch of new features like contacts, reminders, and a legal wiki. It is not always about introducing new stuff, though. Sometimes it is important to improve what you already have. That is what we have done now.!
We are thrilled to unveil a major update on the user-interface (UI which we expect to upgrade your user-experience (UX) significantly. Our aim is to make it easier for you to edit your documents and navigate between the different kinds of document stages. We are super excited to have launched it, and you should be too!
UI Update – A Clarification
One of the most important motivations for our UI update is that we want to clarify the difference between the various types of documents on the platform. As you probably already have noticed, we recently separated drafts and templates into two separate sections in the top bar. In this way, each state of a document has its own section. In case you are not completely sure of the difference, let us give you a quick summary.
Templates are reusable documents used for creating contracts. The purpose of a template is to make your workflow more efficient and to avoid any misunderstandings when you are working with your legal documents. A template may have so-called “editable fields” which are supposed to be filled in with appropriate values when you prepare a new contract. Otherwise, templates are meant to be more static documents compared to the dynamic drafts.
Drafts are contracts in the making. You can create a draft from scratch or pick a template as your starting point. All contracts created in Contractbook will be a draft at some point in the process. Drafts are also made for collaboration as they can be shared and send to others.
Contracts are finished documents which have been signed by at least one part. They can have different statuses like pending, rejected and signed but they are static documents. In order for them to be legally valid, they can not be edited after they are signed. Contracts can also be downloaded as .pdf.
In order to enhance the ease-of-use and the straightforwardness in the new UI update, you will not see the top bar when you are working in or viewing a document. Instead, we will only expose a specific top bar that shows the different options you have. That all depends on whether you are working in a template, draft or a contract. For example, you are not able to share or sign a template. You can save it as a draft which then can be shared or signed.
We have given all the stages of a document different labels. We have done so so that it is easy for you to see what you are dealing with. A template is either blue or green (depending on whether if it is one of our pre-defined templates or one of your own), a draft is yellow and a contract is grey.
UI Update – We have reached the bottom
We have gotten rid of the “unlock content” link. Instead, we have introduced a new and improved bottom bar that enables you to work with a draft or a template in two modes and seamlessly shift between them. There is Fill in mode where you can only fill in editable fields. And the Edit mode where you are able to edit all of the content in the document. When you share a draft in order to collaborate with a colleague or counterpart, you can choose which modes you want them to be able to work in.
These changes will hopefully enhance your efficiency and make your workflow even more streamlined and intuitive. We hope you like the new experience. Do not hesitate with any kind of feedback you might have on the changes.
Hasta la vista!