Implementation & setup guides for contract management software

An implementation guide for contract management software should take the person rolling out the product through every setup step in order, with the exact values to enter, a screenshot of each field and a check that each step worked. Include:

• What's needed before starting: admin access, accounts in connected systems and the people who own each step.
• Every setup step, in order: install the CRM app and add the contract panel to page layouts, map CRM fields to contract fields, bring in older signed contracts with their key details, create contracts from issue tracker tickets or intake forms, sync users from your identity provider and connect the contract repository to an AI assistant through MCP (Model Context Protocol).
• Exact values and screenshots. Field names, settings and where to paste each value, so nothing is left to guesswork.
• Sensitive values handled safely. Org ids and similar details should be test values in the guide, never real ones.
• A check after each step, so problems surface during setup rather than after go-live.
• Where to get help if a step fails.

Trainn's step-by-step guide generator writes each step and captures each screenshot from a single recording.

Mostly step-by-step guides, with short videos only where a step needs explaining. Setting up contract management software means copying exact values into the right fields, and people copy more accurately from a written step with a screenshot than from a paused video. A practical split:

• Use guides for exact settings, such as “install the CRM app and add the contract panel to page layouts” or “map CRM fields to contract fields”. Each step gets a screenshot of the exact field.
• Use a short video to explain why a step matters, or what happens next, when text alone would leave people guessing.
• Make both from one recording. Trainn produces the video and the written guide together, so each person can use the format they prefer.
• Make it clickable when people should practise. Publish the same recording as an interactive guide.

See how to turn screen recordings into SOP documentation.

It depends on how many systems are connected and how many older contracts need to come in, so timelines vary widely. Rollouts move faster when every setup step is documented clearly enough that customers can complete it without waiting for a call:

• Connect the CRM early. Installing the CRM app and mapping CRM fields to contract fields unlock the workflows sales teams use first.
• Bring in older contracts in parallel, with their key details, so the repository is useful from day one.
• Set up intake and user sync, including contracts created from issue tracker tickets or intake forms, and users synced from your identity provider.
• Track where each customer is. Trainn shows which setup guides each customer has opened, so implementation teams can unblock stalled steps.

Trainn's step-by-step guide generator turns each recorded setup step into a written guide with screenshots.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your contract management software, such as “install the CRM app and add the contract panel to page layouts”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.