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Please find additional relevant guides and tutorial videos below.

Create, Negotiate, and Sign Agreements with Canveo | Canveo Tutorials

Create New Agreement in Canveo

Add Exhibits in Canveo

Share Agreement with Counterparty in Canveo

Import Word Agreement Version into Canveo

Send Agreement for E-Signature in Canveo

Create Templates and Set Them up for Automation with Canveo | Canveo Tutorials

Create New Template in Canveo

Add Merge Fields to Templates in Canveo

Restrict Sending / Editing for Restricted Users, and Manage Approvals

Restrict Editing and Sending in Canveo, with Roles and Standard Approvals  | Canveo Tutorials

Set up Standard Approval Chains in Canveo

Restrict Editing And Sending In Canveo

Request Approvals in Canveo

Request Someone to Review a Contract in Canveo

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Canveo

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

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

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

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).

This guide shows how to get approvals for agreements in Canveo

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

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.

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

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

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

Canveo Digital Contracting - Tutorials

Tutorial Library

Create / Negotiate / Sign Agreements

Create and Automate Templates

Restrict Sending / Editing for Restricted Users, and Manage Approvals