Core Workflows

The dashboard highlights three major workflows for quick access.

These represent the most commonly used operations.

Upload & Sign

Category:
E-Signature

Used for:

• uploading documents

• sending for signature

• tracking execution

Ideal for quick signature workflows.

Create & AI Review

Category:
Draft + Review

Used for:

• contract creation

• AI drafting

• clause review

• risk analysis

This workflow supports pre-sign operations.

Upload & Extract

Category:
Obligations + Renewals

Used for:

• contract upload

• metadata extraction

• obligation extraction

• renewal tracking

This supports post-sign intelligence.