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20.1

Introduction

Introduction

My Drive is your document library - every contract you own or that has been shared with you, in one place. Use it to find and open documents, organise them into folders, manage individual files, and upload new content or turn it into an AI repository for analysis.

1. Overview

My Drive holds your documents and folders. You can switch between a User scope (your own documents) and a Company scope (documents across your organization), change how the library is displayed, and use Recent, Pinned, and search to get to things quickly.

From here you can:

  • Find - search, scan recent, or switch view and scope to locate a document.

  • Organize - create folders, move documents in, and pin what matters.

  • Act - download, rename, share, or delete a document (and restore it from the Recycle Bin).

  • Upload & analyse - add new files, or build an AI repository from them.

2. Find a Document

Before you start: you are on My Drive and there are documents in it.

  1. Pick a view, and toggle between User and Company to set the scope. The view and the set of documents change together.
My Drive with the User/Company toggle highlighted and the Recent tab open

  1. Use search, or scan Recent, to find what you need. Matching items are shown.

  2. Open the document to view or preview it.

My Drive document list with the search box highlighted

3. System Folders

In system folder you can find all contracts which are drafted. Pending for signature, approved, signed documents, or expired documents.

System Folders view listing Draft, Finished, Pending, Approved, Signed, Signature Certificate, Expired, Rejected, and Recycle Bin folders

4. Organize Files & Folders

Before you start: you want to tidy up your drive.

  1. Create a folder with New. Give it a name.
My Folders view with the New button highlighted for creating a folder
  1. To move any document in any folder : first select files then select click on move button on right side, popup will open to select to folder where you want to move. Select folder and click move.
Document list with files selected and the Move button highlighted Move File to Folder dialog with destination folders to choose from
  1. Pin the folders you use most - they appear under Pinned for quick access.
Folder options menu with the Pin action highlighted

5. Act on a Document

Before you start: a document exists in the drive.

Each document has a ⋮ menu with the actions available for it.

  1. Open the document's ⋮ menu.

  2. Choose an action - share, rename, or pin, preview. Sharing lets you set who can access the document.

  3. To remove a document, delete it. Deleted items go to the Recycle Bin, where you can restore them if needed.

6. Upload & Create an AI Repository

To create an AI repository: you can go to My Folders tab and on the right side click the Create AI Repo button, or you can go to the AI Repo tab.

My Drive with the My Folders tab and Create AI Repo button highlighted AI Repo tab showing the Create AI Repo tile and a list of existing AI repositories
  1. Click on Create AI Repo button and popup will called Create Repository then follow necessary steps written in left side stepper.
Create Repository popup with the left side stepper and Select Features step

  1. Create an AI Repository from a set of files. The repository is created and analysis runs across it.

  2. Open a repository to see its analysis results.

7. Shared Folders

To access the shared folders, you need to click on shared with me tab and get all the folders which are shared with you.

Shared with me tab showing folders shared by other users

8. Download history

To download history: Click on history icon to near search icon to open download history panel and download contracts which are ready to download.

Download history panel showing recent downloads with their status and a Download button
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