Getcanveo

Canveo

This guide shows how to create a new agreement in Canveo. The basis for the agreement can be either your own, pre-existing template set up in Canveo, or an uploaded file (for example, an agreement you received from your counterparty).

Create New Agreement in Canveo

Sales & Customer Success Team

This guide shows how to send agreements for e-signature using Canveo

Send Agreement for E-Signature in Canveo

This guide shows how to engage Legal (or someone else) on agreements using Review Requests

Request Someone to Review a Contract in Canveo

Microsoft

Google

This guide shows how to open the developer tools and provide a screenshot of the Console, in order to provide as much information as possible to Canveo about any bugs that may have occurred while using the system.

How to take screenshots with the Developer Console open to provide information about bugs

This guide shows how to share an agreement with your counterparty (e.g. customers or suppliers) in Canveo

Share Agreement with Counterparty in Canveo

This guide shows how to re-import an agreement version that had been exported to Microsoft Word

Import Word Agreement Version into Canveo

Localhost

This guide shows how to setup standard approval and review chains on templates in Canveo

Set up Standard Approval Chains in Canveo

This guide shows how to get approvals for agreements in Canveo

Request Approvals in Canveo

This guide shows how to set up your templates for automation by adding merge fields. Merge fields will automatically merge information into the agreement at agreement creation stage.

Add Merge Fields to Templates in Canveo

This guide shows how to clear the cache and cookies of Canveo (for example, in case you have logged in as more than one user in the same browser window during testing)

How to clear the cache and cookies of the Canveo web application

This guide shows how to create new agreement templates in Canveo, and how to make them available for users during agreement creation

Create New Template in Canveo

This guide shows how to create roles with edit and send restrictions in Canveo

Restrict Editing And Sending In Canveo

This guide shows how to add exhibits to agreements in Canveo. Exhibits can either be added when the agreement is being created, or later on.

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