• How can contracts be uploaded in the system?

  How to add contracts to ContractHero — the three upload routes, the text-recognition language, categories, and building a main contract with attachments.Popular

• How to link attachments?

  This article explains how to link existing attachments to a contract within the ContractHero platform. This is particularly useful when documents have already been uploaded to ContractHero and need to be assigned to a contract later — without having to upload them again. Prerequisites for Linking Documents To link documents (attachments) to a contract, the files must already exist in ContractHero. The “Link” function allows you to assign these existing files to specific contracts efficientlPopular

• How to Request an Electronic Signature in ContractHero (FES & QES)

  Send contracts for signature straight from ContractHero — FES or QES, one signer or several, tracked in one place, with the signed PDF filed automatically.Popular

• How can contracts be uploaded via email?

  How to find your team's import email address, send or forward contracts to it, and automate the forwarding with a routing rule in Microsoft 365 or Gmail.Popular

• How does contract analysis work?

  How ContractHero's AI pre-fills your contract fields on upload, and how to verify those values field by field, contract by contract, or in bulk.Popular

• How can I edit Contracts?

  How to edit a contract's fields and master data in ContractHero, what the seven tabs on the contract detail page do, and who is allowed to change what.Popular

• How can multiple documents be handled in the system?

  How to attach several documents — annexes, order confirmations, scans — to a single contract record in ContractHero, and when to use sub-contracts instead.Popular

• What features are available on the Overview or Contract Main Page?

  What the Overview page shows after login: task and contract widgets, the income and expense figures, and the category breakdown.Some readers

• How do I add documents to an existing contract?

  How do I add documents to an existing contract? This article explains how to add additional documents to a contract that already exists in the ContractHero platform. This is especially helpful when a contract needs to be supplemented with additional materials. 1) Requirements for adding documents You need edit permissions for the respective contract. The new documents must be available on your computer or a connected storage location, as they will be uploaded from there. This is alsoSome readers

• Mass editing contract information (bulk edit)

  With bulk editing, you can update multiple contracts in ContractHero at the same time—without having to open each contract individually. This saves a lot of time, especially when restructuring categories, renaming contract partners, or cleaning up your contract database. What can bulk editing do? With bulk editing, you can update a selected set of contracts (unlimited) in a single step, for example: Change the category (e.g., from “Other contracts” to “DPA”) Update other fields that you’Some readers

• QES Signatures: How Does the Yearly Volume Work?

  Why this matters Imagine having a stack of contracts to sign in January, but your monthly quota is already used up — frustrating. That problem is now a thing of the past. With the yearly volume for QES signatures (Qualified Electronic Signature), your entire signature quota is available for the full year from day one. You can spread your QES signatures flexibly across 12 months — whether you're dealing with quarter-end rushes, seasonal contract peaks, or a quieter summer. You decide when toFew readers

• FES Signatures: How Does the Yearly Volume Work?

  Why this matters You know the situation: contracts need signing mid-month, but your monthly signature quota is already used up. The next recharge isn't until your billing date — and until then, contracts sit in limbo. That's over now. With the yearly volume for FES signatures (Advanced Electronic Signature), your full quota is available for the entire year from day one. Spread your signatures flexibly across 12 months — whether you're handling quarter-end closings, seasonal contract peaks,Few readers

• Importing Contracts via Email into ContractHero

  How do I import contracts from Outlook / Microsoft 365 via email? Contracts that arrive by email can be automatically imported into ContractHero -- straight from Outlook or Microsoft 365. This guide walks you through setting up the forwarding, choosing the right method for your setup, and what to keep in mind. How email import works Every team in ContractHero has its own import email address. When an email with contract attachments (PDF, EML) is sent or forwarded to this address, ContracFew readers

• Reassigning a contract attachment to a master contract

  Why this matters Contract hierarchies mirror how your contracts actually relate to each other — a lease with its addenda, a framework contract with its individual orders, a master contract with its attachments. If an attachment accidentally slips out of this structure, or if you want to rearrange the hierarchy later, you don't need to delete and re-upload anything. You simply update the "Parent Contract" field — all data, tags, signatures and comments stay intact, and the attachment immFew readers

• How do I set up contract hierarchies?

  Link attachments to their master contract so the whole structure is visible at a glance — set up with two fields and viewed as a collapsible tree.Few readers

• What is the process for uploading contracts via XLS import?

  How to create contract records in bulk from a prepared Excel file, from preparing the import template through to mapping the columns.Few readers