Help Center

Get answers fast—without leaving the workflow.

Search product guidance, how-tos, and troubleshooting across the full contract lifecycle—Create, Review, Collaborate, Approve, Contract Hub, and Insights.

Fast search + clear categories·Step-by-step guides·Troubleshooting built-in
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Most teams find what they need in under a minute—start with search or browse by workflow.

Browse by workflow

Help is organized the same way you work in Harmonity—so answers match where you are in the product.

Getting started

Setup, first contract, workspace basics

Workspace & roles

Roles, permissions, inviting, access boundaries

Create & templates

Drafting, templates, versioning, formatting

Review & redlines

Configured review, findings, tracked changes

Collaborate

Comments, @mentions, stakeholders, document roles

Approve

Approval flows, due dates, audit trail, notifications

Contract Hub

Search, filters, contract record, history

Insights

Renewals, obligations, risk views, alerts

Tasks & reminders

In-document tab + dashboard inbox, due dates, reminders

Harmony AI

Agents, capabilities, evidence-linked outputs, governance

Billing & plans

Seats, minimums, Free credits, Fair Use, capacity packs

Troubleshooting

Common issues, performance, file upload problems

Popular help articles

The top questions teams ask during rollout.

Invite teammates and set workspace roles
Document roles: view vs comment vs edit vs approve
Create a task or reminder inside a contract
Create standalone tasks and reminders from the dashboard
Set due dates and reminders for approvals
Find contracts using semantic search
Track renewals and notice periods in Insights
Understand AI usage: Free credits vs Fair Use
Export or share a contract record
Troubleshoot upload / parsing issues (DOCX/PDF)

Quick start guides

Follow a short path end-to-end—ideal for onboarding a team.

Your first contract in Harmonity

Create → Collaborate → Approve → Store in Hub

Read guide

Run a clean approval workflow

Define approvers → set due dates → track status → audit history

Read guide

Operationalize renewals and obligations

Structure terms → monitor in Insights → create reminders

Read guide

Use Tasks & reminders effectively

In-document follow-ups → dashboard inbox → owners + due dates

Read guide

Guides stay aligned to the product lifecycle—so teams learn by doing.

Troubleshooting and known issues

Fix common problems quickly—and see what we're already tracking.

Troubleshooting

1Upload issues (DOCX/PDF)
2Permission/access issues
3Notifications not arriving
4Performance / loading problems

Known issues / status

Status page

Check current system status and uptime

Report an issue

Send details to the support team

Still stuck? Get help from a human.

If search doesn't get you there, support can route you fast.

Contact support

Fill out the form and our team will route your request to the right person.

Enterprise support

For Enterprise plans: contact your admin or CSM for priority routing.

Include the contract link and what you were trying to do—faster triage.

Find answers fast—or talk to us

Search guides and troubleshooting, or contact support for help routing your workflow.

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