Guides & Tutorials
Step-by-step tutorials
Learn how to use Baseflow effectively with our comprehensive guides. From basic workflows to advanced configurations, find tutorials for every skill level.
Bulk Contract Sending
Send the same contract to multiple recipients efficiently. Perfect for onboarding, renewals, or mass agreements.
Template Best Practices
Create reusable templates that save time and ensure consistency across your contracts.
Approval Workflows
Set up internal approval processes before contracts go out for signature.
Reminder Automation
Configure automatic reminders to keep contracts moving toward completion.
Contract Organization
Organize your contracts with folders, tags, and smart filters for easy retrieval.
Compliance Guide
Ensure your contracts meet legal requirements across different African jurisdictions.
Migration from Other Platforms
Move your contracts and templates from DocuSign, HelloSign, or other platforms.
Bulk Contract Sending
Need to send the same contract to multiple people? Whether you are onboarding new employees, sending vendor agreements, or distributing NDAs, bulk sending saves hours of repetitive work.
Method 1: CSV Upload
- 1
Prepare your CSV file
Include columns for email, name, and any custom fields your template uses.
- 2
Select a template
Choose a template with dynamic variables that match your CSV columns.
- 3
Upload and map fields
Upload your CSV and map columns to template variables.
- 4
Review and send
Preview a few contracts, then send all at once.
Method 2: API Integration
For larger volumes or automated workflows, use our API to send contracts programmatically.
// Send bulk contracts via API
const recipients = await fetchFromCRM();
for (const recipient of recipients) {
await baseflow.contracts.create({
template_id: 'tmpl_nda_standard',
signers: [{
email: recipient.email,
name: recipient.name
}],
fields: {
company_name: recipient.company,
effective_date: new Date().toISOString()
}
});
}Template Best Practices
Well-designed templates save time and reduce errors. Follow these best practices to create templates your whole team will love using.
Use Clear Variable Names
Choose descriptive names that make sense to anyone filling out the template.
{{client_company_name}}{{ccn}}Group Related Fields
Organize variables into logical sections. Put all client information together, all payment terms together, etc.
Set Default Values
Pre-fill common values to speed up contract creation. Users can always override defaults when needed.
Include Instructions
Add helper text to complex fields explaining what information is needed and in what format.
Version Your Templates
When updating templates, create a new version rather than editing. This preserves the history of which version was used for each contract.
Test Before Publishing
Always create a test contract from your template to ensure all variables work correctly and the formatting looks right.
Approval Workflows
Ensure contracts are reviewed and approved internally before going out for external signatures. Set up multi-stage approval workflows based on contract value, type, or department.
Creating an Approval Workflow
- 1
Define trigger conditions
Specify when approval is required: contract value over $10,000, specific templates, or certain departments.
- 2
Set up approval stages
Create one or more approval stages with specific approvers. Stages can be sequential or parallel.
- 3
Configure notifications
Set up email and in-app notifications for pending approvals and escalations.
- 4
Set escalation rules
Define what happens if approval is not received within a timeframe. Escalate to manager or auto-approve.
Example Workflow: High-Value Contract
Contract Created
Manager Review
Legal Review
Sent for Signature
Reminder Automation
Automatic reminders help ensure contracts get signed on time. Configure reminder schedules to nudge signers without manual follow-up.
Reminder Settings
First Reminder
Send 3 days after the contract is sent if no action is taken.
Follow-up Reminders
Send additional reminders every 3 days until signed or expired.
Expiration Warning
Send a final reminder 1 day before the contract expires.
Contract Organization
Keep your contracts organized and easy to find with folders, tags, and smart filters.
Folders
Create a folder structure that mirrors your business. Organize by client, project, department, or year.
Tags
Add color-coded tags for flexible categorization. A contract can have multiple tags.
Smart Filters
Save commonly used filter combinations as smart filters for one-click access.
Compliance Guide
Ensure your contracts are legally compliant across different jurisdictions. Baseflow e-signatures comply with electronic signature laws in major markets.
E-Signature Laws by Region
South Africa - ECTA
Electronic Communications and Transactions Act recognizes electronic signatures as legally binding.
Nigeria - Evidence Act
The Evidence Act 2011 admits electronic records and signatures as evidence in court.
Kenya - KICA
Kenya Information and Communications Act provides for electronic transactions and signatures.
International - UNCITRAL
Based on UNCITRAL Model Law principles adopted by many countries worldwide.
Migration from Other Platforms
Moving to Baseflow from another platform? We make it easy to bring your contracts, templates, and history with you.
Migration Steps
- 1
Export from your current platform
Download all contracts, templates, and contact data from DocuSign, HelloSign, or other platforms.
- 2
Request migration assistance
Contact our support team to schedule a guided migration. We will help map your data to Baseflow.
- 3
Import your data
Upload contracts, recreate templates with our similar fields, and import contact lists.
- 4
Verify and test
Review imported data, test templates, and ensure everything works as expected.
- 5
Go live
Start using Baseflow for new contracts. Keep your old platform active until all pending contracts are completed.
Need help migrating?
Our team offers free migration assistance for Business and Enterprise customers. Contact [email protected] to get started.