Set-Up

The first time you log in, you are prompted to complete three quick account set-up steps, which looks like this:

To complete the steps fill in your Profile (information about you) and a Team (information about your company/organization). All of this information is editable later. The third step is a quick product demo to explore.  

Dashboard

After completing account set-up, your dashboard will look like this at login:

You have control over configuration of your dashboard, so that only the information you need at your fingertips is displayed.  The default dashboard reports include "Recent contracts" and "Contract pipeline," but you may add, remove, and/or re-configure dashboard reports to meet your needs at any time.

Templates Tab

In this tab you can view a list of templates that exist in the present Team (if you have multiple Teams, switch between them using the drop-down menu).

From here you may edit, activate/deactivate, or delete templates depending on your member permissions. 

To create a new template, click the "New Template" button at upper right.

For more information on templates start here.

Contracts Tab

View, search, and filter your contracts in the Contracts tab. This includes deals in all phases

Click on any listed contract to open it. 

To generate a new contract, click the purple "New Contract" button at upper right. 

Contracts that have been archived can be viewed by applying the "Archive" filter (which can be combined with other search filters as needed):

For more information about contracts, start here.

Teams Tab

The Teams tab is where details about the organization that owns the work space can be viewed. These details can be edited here by authorized team members. 

The Teams tab is also where authorized users of this work space are listed. Users with access to admin controls ("Owners") can manage the Team's members here, including adding or removing users and adjusting their roles so that each member has the appropriate level of access to shared documents.

Account Information

Information about you and your account is found in the drop down menu at upper right, where your user email appears.

Profile

Your Profile contains information about you, such as your full name, email address, title, etc.  Completing your Profile makes it easy for teammates to share contracts with you, and when you are the signer Outlaw can pull information from your Profile directly into a signature field for lightning fast closing.

Logout

Clicking on this tab logs you out and brings you back to Outlaw's homepage. To maintain security of your documents, we recommend logging out of your Outlaw account whenever you leave your work station.

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