Type Designer
What this page is — the catalog of document types your organisation issues, and the six ways a new
Template builder
What this page is — the tab where a type's wording is written, as a tree of eight kinds of block with
Fields
What this page is — the tab that defines the questions every document of a type asks its author: each
Behaviour settings
What this page is — the master switches for every document of a type: approval, signature,
Lifecycle and transitions
What this page is — the tab where a type's states, the buttons that move documents between them, the
Clause library
What this page is — the shared store of approved wording that templates insert, each clause carrying a
AI configuration
What this page is — the tab that sets AI behaviour for every document of a type: the drafting assistant,