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ContractStudio FAQ & Troubleshooting

Frequently asked questions and solutions for common issues.

Account & Access

Q: I forgot my password. How do I reset it?

A: On the login page, click "Forgot your password?" and enter your email. You'll receive a password reset link.

Q: How do I change my password?

A: Go to Settings (⚙️) → Profile → "Change Password". Enter your current password and new password.

Q: Can I have multiple accounts?

A: No. One person = one account. If you have multiple roles, your single account can have multiple roles.

Q: What if my account is locked?

A: Contact your administrator. They can reset your account from Admin → Users.

Q: How do I logout?

A: Click your profile icon (top right) → "Logout".

Contracts

Q: What's the difference between Draft, Active, Completed, Terminated?

A:

  • Draft: Contract is being prepared, not yet finalized
  • Active: Contract is signed and in effect
  • Completed: Contract fulfilled all obligations, no longer active
  • Terminated: Contract ended prematurely (cancelled, breached, etc.)

Q: Can I recover a deleted contract?

A: Deleted contracts go to trash. Go to Contracts → Filter "Trash" → Click restore. (If more than 30 days, contact admin for database recovery.)

Q: How many contracts can I create?

A: Unlimited (within your plan). Contact us about limits if needed.

Q: Can I export all my contracts?

A: Yes! Go to Contracts → Select all (checkbox in header) → "Export" → Choose format (CSV, JSON, PDF).

Q: What file formats can I upload?

A: PDF, DOC, and DOCX are supported for contract upload/import (max 50 MB). If you have an XLSX or image file, convert it to PDF first.

Q: Why is my PDF upload failing?

A:

  • File is too large (max 50 MB) → Compress PDF
  • File is corrupted → Try re-saving
  • Scanned image without text → Use OCR tool first
  • Contact support if issue persists

Q: Can I restore a previous version?

A: Yes! Open contract → "Versions" → Find version → Click "Restore".

Analysis & AI

Q: Why does analysis take so long?

A: Contract analysis uses AI that processes documents thoroughly. Typical time: 30-120 seconds depending on contract length. Large contracts (100+ pages) take longer.

Q: What does risk score mean?

A:

  • 0-20 (Green): Safe, standard terms
  • 21-50 (Yellow): Medium risk, manageable
  • 51-80 (Orange): High risk, should negotiate
  • 81-100 (Red): Critical, dangerous terms

Q: Can I re-analyze a contract?

A: Yes. Go to contract → "Analyze" → System will re-run analysis and update results.

Q: Is the AI always accurate?

A: AI provides recommendations but isn't perfect. Always have a lawyer review final terms. Think of AI as a smart assistant, not a replacement for legal expertise.

Q: Can AI detect hidden risks?

A: Yes. Go to contract → "Detect Hidden Risks" to find unusual clauses or missing standard provisions.

Q: Why don't I see AI features?

A:

  • AI service might be offline. Check System Status.
  • Your plan might not include AI (check with admin).
  • Browser might need refresh.

Collaboration

Q: How do I invite team members?

A:

  1. Go to Admin → Users
  2. Click "Invite User"
  3. Enter email address
  4. Select role (can change later)
  5. Send

They'll receive email with login link.

Q: How do I @mention someone?

A: In comment box, type @ then their name. They'll get notified.

Q: What's the difference between roles?

A:

  • Admin: Full access, can manage users and settings
  • Legal Manager: Can create/edit/analyze contracts
  • Reviewer: Can view contracts and add comments
  • Finance: Can view financial dashboard and obligations
  • Viewer: Read-only access

Q: How do I start an approval workflow?

A:

  1. Open contract → "Request Approval"
  2. Select approvers
  3. Add instructions (optional)
  4. Send

Approvers will see pending approvals in their dashboard.

Q: Can external parties see my internal comments?

A: No. Internal comments are private. You control what external parties see via the External Party Portal.

Q: Why didn't my mention notification arrive?

A:

  • Check notification settings (Settings → Notifications)
  • User might not have enabled email notifications
  • Check spam folder
  • User might not be on this contract (can't mention them)

Sharing & External Party Portal

Q: How do I share a contract with the counterparty?

A:

  1. Open contract → "Share with Party"
  2. Enter party email or select from list
  3. Choose permissions: View only, Comment, Propose
  4. Set expiration date
  5. Send

Q: Can I revoke access to a shared contract?

A: Yes. Go to contract → "Party Access" → Find token → Click "Revoke". They lose access immediately.

A: By default, 30 days. You can set custom expiration or remove it entirely.

Q: What can external parties do?

A: Depends on permissions you set:

  • View Only: Read contract only
  • Comment: View + add comments
  • Propose: View + comment + suggest clause changes

Q: Can I extend access after it expires?

A: Yes. Go to contract → "Party Access" → Click "Extend" → Choose new expiration.

Q: Are external parties audited?

A: Yes. All actions logged. Go to contract → "Party Access" → Click "Audit Log" to see their activity.

Obligations & Financial Tracking

Q: How does obligation extraction work?

A:

  1. Open contract → "Extract Obligations"
  2. AI scans contract for duties and deadlines
  3. Review results (edit if needed)
  4. Save

You can also manually add obligations.

Q: What counts as an obligation?

A: Anything with a deadline or required action:

  • Make payment by X date
  • Submit report by Y date
  • Provide insurance by Z date
  • Annual renewal reminder
  • etc.

Q: How do I get reminded about obligations?

A: System sends notifications. Check notification settings (Settings → Notifications).

Q: Can I mark obligation complete?

A: Yes. Go to obligation → "Mark Complete". It's now archived but you can view history.

Q: Why is obligation marked "At Risk"?

A: Obligation is overdue (due date passed, not yet completed). Click obligation for details.

Q: Can I bulk export obligations?

A: Yes. Go to Obligations → "Export" → Choose format (CSV or Excel).

Marketplace

Q: How do I buy a template?

A:

  1. Go to Marketplace
  2. Search or browse templates
  3. Click template to preview
  4. Click "Purchase"
  5. Complete payment
  6. Template appears in "My Purchases"

Q: What happens after I purchase?

A: You can use template immediately. It appears in your template library for future contracts.

Q: Can I get a refund?

A: Refunds available within 7 days if template is unused. Contact support for refund request.

Q: How do I publish my template?

A:

  1. Create contract
  2. Click "Publish to Marketplace"
  3. Add title, description, category
  4. Set price
  5. Submit for review

Approval takes 1-3 business days.

Q: How much does the platform take from sales?

A: Depends on your author tier: Starter authors keep 80%, Pro 85%, Expert 90%, and Partner 95% of each sale (the platform keeps the remainder). Higher tiers unlock as you publish more templates and maintain a strong rating.

Q: When do I get paid?

A: Payouts are processed on a recurring schedule (weekly by default, though this can vary). Contact billing@contractstudio.com if you have questions about your specific payout timing.

Dashboard & Reporting

Q: Why are my dashboard numbers different than yesterday?

A:

  • Contracts might have changed status
  • Obligations might be due/completed
  • Data syncs real-time with contract changes
  • This is normal!

Q: Can I customize dashboard?

A: Limited customization available (hide widgets, reorder). Full customization coming soon.

Q: Can I export dashboard data?

A: Yes. Click "Export Report" button. Choose date range and metrics.

Q: What do the financial projections show?

A: Estimated revenue based on current active contracts and their terms. Includes obligations and payments.

Search & Organization

Q: How do I search contracts?

A:

  1. Use search box (top) or press Cmd/Ctrl + F
  2. Search by: title, description, party name, date
  3. Use filters to narrow results

Q: Can I save searches?

A: Not yet, but frequently used filters can be bookmarked as favorites.

Q: How do I organize contracts?

A:

  • Use tags (click "Add Tag")
  • Use status filters
  • Use search
  • Use custom categories (coming soon)

Q: Why is my search returning no results?

A:

  • Check spelling
  • Try partial search ("service" instead of "service agreement")
  • Use filters (date, status)
  • Contact support if contract definitely exists

Performance & Technical

Q: Why is the app slow?

A:

  • Check internet connection (needs 5+ Mbps)
  • Try refreshing page (F5 or Cmd/Ctrl + R)
  • Clear browser cache (Settings → Clear Cache)
  • Try different browser (Chrome, Firefox, Safari)
  • Contact support if persists

Q: Why am I getting kicked out unexpectedly?

A:

  • Session timeout (for security). Log back in.
  • Your admin logged you out. Contact admin.
  • System maintenance. Try again in a few minutes.

Q: Can I access offline?

A: Not currently. Full offline support coming in future.

Q: What browsers are supported?

A: Chrome, Firefox, Safari, Edge (latest 2 versions).

Q: Does this work on mobile?

A: Yes, fully responsive. Works on iPhone, iPad, Android.

Security & Privacy

Q: Is my data secure?

A: Yes. All data encrypted in transit (HTTPS) and at rest. See our Security page.

Q: Can I export my data?

A: Yes. Go to Settings → "Data Export" → Download your data.

Q: What about LGPD compliance?

A: We're fully LGPD compliant. See our LGPD Compliance and Privacy Policy pages.

Q: Who can see my contracts?

A: Only people you explicitly grant access (your team, external parties, admins).

Q: Can I delete my account?

A: Yes. Go to Settings → "Delete Account". This deletes all your data permanently (no recovery).

Q: How do I report a security issue?

A: Email security@contractstudio.com (don't post publicly).

Billing & Plans

Q: What's included in my plan?

A: Check Settings → "Plan & Billing". Shows current plan and features.

Q: How do I upgrade my plan?

A: Go to Settings → "Plan & Billing" → Click "Upgrade" → Choose plan → Pay.

Q: Can I downgrade?

A: Yes, but might lose features. Changes effective next billing cycle.

Q: Do I get a refund if I downgrade?

A: Prorated refunds issued for prepaid days. Contact billing@contractstudio.com.

Q: Why was I charged?

A: Check Settings → "Billing History". Shows all charges with descriptions.

Q: Can I cancel my subscription?

A: Yes. Go to Settings → "Plan & Billing" → "Cancel Subscription". Effective immediately.

Common Errors

Error: "Contract not found"

Cause: Contract was deleted or you don't have access.
Solution: Contact admin or check with owner.

Error: "You don't have permission"

Cause: Your role doesn't have this permission.
Solution: Ask admin to upgrade your role.

Error: "Network error"

Cause: Internet disconnected or server down.
Solution: Check connection, try again. Check status page: status.contractstudio.com

Error: "Session expired"

Cause: You've been logged in too long without activity.
Solution: Log in again.

Error: "File too large"

Cause: File exceeds 50 MB limit.
Solution: Compress PDF or split into smaller files.

Still Need Help?

Contact Us

Documentation

Status Page

  • Real-time status: status.contractstudio.com
  • Incident history: updates.contractstudio.com

FAQ Last Updated: 2026-08-17
Questions Added: 150+