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Getting Started

Initial Setup​

Step 1: Access Blockpeer Contract​

  1. Log in to your BlockPeer account
  2. From the module selection screen, click on Blockpeer Contract
  3. You'll be taken to the Contract dashboard

Step 2: Understanding the Dashboard​

Contract Dashboard

The Contract dashboard provides a comprehensive overview of your contract management activities:

  • Total Contracts: View all contracts created in your organization (14)
  • Draft Contracts: Track contracts that are still being prepared (13)
  • Submitted Contracts: Monitor contracts sent for signatures (0)
  • Total Signed Contracts: See completed and signed contracts (1)

Step 3: Initial Configuration​

Before creating contracts, set up your preferences:

  1. Navigate to Contract Type
  2. Define contract categories:
    • Sales Agreement
    • Service Contract
    • NDA (Non-Disclosure Agreement)
    • Employment Contract
    • Vendor Agreement
  3. Click Save Configuration

Step 4: Create Contract Templates​

  1. Go to Contract Template
  2. Click + New Template
  3. Design reusable contract templates:
    • Add standard clauses
    • Define signature fields
    • Set default values
    • Configure parties information
  4. Save templates for quick contract creation

Quick Start Guide​

For Creating Your First Contract​

  1. Create Contract: Click + New from the dashboard to start a new contract
  2. Add Content: Use the rich text editor to write or paste your contract content
  3. Define Signers: Add parties who need to sign the contract
  4. Add Signature Fields: Drag and drop signature boxes where signatures are needed
  5. Send for Signature: Click Send to distribute the contract to all signers

For Signing Contracts​

  1. Receive Notification: Get email notification when a contract needs your signature
  2. Review Contract: Open and read the contract thoroughly
  3. Sign: Click Sign Yourself and place your signature in designated fields
  4. Submit: Complete the signing process
  • Dashboard: Central hub showing contract statistics and recent contracts
  • Contract: View and manage all your contracts
  • Contract Template: Create and edit reusable contract templates
  • Contract Type: Define and organize contract categories
  • Team Chat: Communicate with team members about contracts
  • Support Ticket: Get help with contract-related issues
  • User Guide: Access detailed documentation

Understanding Contract Status​

Contracts in the system have different statuses:

  • Draft: Contract is being prepared and not yet sent
  • Pending: Contract has been sent and awaiting signatures
  • Partially Signed: Some parties have signed, waiting for others
  • Signed: All parties have completed signing
  • Expired: Contract deadline has passed without completion
  • Declined: One or more parties declined to sign

Best Practices​

  • Use contract templates for frequently used agreements to save time
  • Organize contracts using proper naming conventions (include date and parties)
  • Define clear contract types for easy filtering and searching
  • Add all necessary signature fields before sending
  • Include contract expiry dates for time-sensitive agreements
  • Review contracts thoroughly before sending for signatures
  • Download signed copies for your records
  • Use Team Chat to discuss contract details with colleagues

Troubleshooting​

Q: I can't edit a contract after sending it A: Once sent, contracts are locked to maintain integrity. Create a new version if changes are needed.

Q: How do I add multiple signers? A: In the contract editor, click "Add Signer" under the parties section and enter each signer's details.

Q: Can I use my own contract templates? A: Yes, you can upload existing documents or create new templates using the Contract Template feature.

Q: What file formats are supported for contracts? A: The system supports PDF downloads. You can also copy content from Word, Google Docs, or other text editors.

Q: How do signers receive the contract? A: Signers receive an email notification with a secure link to view and sign the contract.