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92 docs tagged with "papers"

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Accepting and closing

What this page is — the path from "both sides agree" to a document that is sealed, signed, in force,

AI configuration

What this page is — the tab that sets AI behaviour for every document of a type: the drafting assistant,

Analytics

What this page is — a read-only dashboard over the documents you can access: speed, approval waits,

API and automation

What this page is — every way to drive Orbit Papers without the screens: the public REST API,

Approval routing

What this page is — the capability that scores a document's risk from 0 to 100 and recommends

Approvals inbox

What this page is — your personal decision queue: every document waiting on you, plus the two lists

Ask the repository

What this page is — a plain-language question answered from your own indexed documents, with a numbered

Behaviour settings

What this page is — the master switches for every document of a type: approval, signature,

Blind spots

What this page is — the capability that compares the draft in front of you against the documents

Branding Assets

What this page is — the images Papers stores for documents, and an honest account of which of them

Calendar feeds

What this page is — publishing obligations into the calendar people already use: a subscription

Capture inbox

What this page is — the front door for documents that exist outside Papers: PDFs, text files, images,

Classify

What this page is — the capability that reads a document and places it in your Papers taxonomy:

Clause library

What this page is — the shared store of approved wording that templates insert, each clause carrying a

Comparing versions

What this page is — finding exactly what changed between two versions of a document, whether the

Compromise draft

What this page is — the capability that takes two deadlocked positions on a clause and drafts a

Counterparties

What this page is — the project's address book of external parties: the companies and people you send

Counterparty portal

What this page is — the deal room the other side of a negotiation gets for one document, and what

Create a document

What this page is — turning a published document type into a new draft: the drawer that does it,

Cross-validate

What this page is — the capability that reconciles a transactional document against the order

Customer portal

What this page is — the signed-in place where your customers see and act on the documents they are

Customers

What this page is — who may sign in to the Papers customer portal for this project, and how they are

Data & Privacy

What this page is — the two tools for a data-subject request about someone who appears on your

Disposition

What this page is — the queue of documents whose retention has elapsed, grouped by record series, and

Documents list and board

What this page is — the index of a project's documents, as a filterable table or a Kanban board,

Embeddable views

What this page is — tokens that let a partner's website frame one Papers view — generate a document,

Embedded views

What this page is — putting a Papers screen inside a partner's website in an iframe, and the two

Entity & concept graph

What this page is — the capability that turns a dense agreement into a navigable map: its

Extract key terms

What this page is — the capability that lifts the commercial facts out of a document as

Extracting obligations

What this page is — having the AI read a finished document and write its dated commitments into

Fairness / balance

What this page is — the capability that weighs the give-and-take across a whole document and

Fields

What this page is — the tab that defines the questions every document of a type asks its author: each

Filling in the fields

What this page is — the document workspace, where a draft is actually written: a form generated from

Finalize and numbering

What this page is — the moment a document stops being a draft and becomes an issued instrument:

Generation triggers

What this page is — rules that create a document automatically when something happens elsewhere in

Getting started

What this page is — the setup order that works, from an empty module to a first signed document,

Guided fill and auto-fill

What this page is — the four aids that fill a document faster than typing each field: a step-by-step

Intake forms

What this page is — bridges that turn each submission of a marketing form into a Papers document of a

Knowledge graph

What this page is — a web of everything your documents mention and touch — parties, obligations, defined

Lifecycle and transitions

What this page is — the tab where a type's states, the buttons that move documents between them, the

Missing clauses

What this page is — the capability that audits a document against the clauses a careful reviewer

Negotiation analytics

What this page is — the capability that turns a negotiation trail into numbers: which topics are

Negotiation summary

What this page is — the capability that reads a document's whole comment-and-redline trail and

Numbering sequences

What this page is — the sequences that give a document its number at the moment it is finalized: the

Obligation register

What this page is — every dated commitment your documents contain, gathered into one dashboard:

Override locks

What this page is — the grid that decides, per project and per surface, whether a project keeps its own

Overview

What this page is — the map of the module your organisation uses to draft, approve, negotiate,

Papers settings

What this page is — the two places Orbit Papers is configured: the organisation hub, which holds the

Parties and attachments

What this page is — who a document involves on the other side, the files that travel with it, and

Permissions

What this page is — all 60 Orbit Papers permissions, by the names the role editor shows, grouped as

Preview and versions

What this page is — the live preview beside the form, the version history of snapshots beneath it,

Public library

What this page is — the public page listing documents your organisation has chosen to publish, and

Redaction suggestions

What this page is — the capability that scans a document for sensitive data before you share a

Redline grade

What this page is — the capability that grades a counterparty's proposed change against your own

Redlines and rounds

What this page is — how the other side's proposed changes reach you, how you judge and decide them,

Regional annexures

What this page is — the capability that works out which regional annexures, riders and addenda a

Regulation Rules & Sweeps

What this page is — the rules your live documents are checked against for regulatory drift, the sweep

Regulatory drift

What this page is — the capability that flags where a document has fallen behind the current law

Reminders and renewals

What this page is — how an obligation reaches a person before its date, exactly when the reminder

Report Builder

What this page is — the drag-and-drop report designer over the documents, obligations and signatures

Repository and search

What this page is — the filing view over every Papers document you can access: a folder tree, keyword and

Retention advice

What this page is — the capability that works out how long a document must legally be kept, and

Retention and legal holds

What this page is — every legal hold in force, and every document currently under retention or hold,

Risk analysis

What this page is — the capability that lists the material risks a careful reviewer would flag

Security tags

What this page is — need-to-know markings, and the list of people granted each one. A document carrying

Sending for signature

What this page is — building a signature request on a sealed document, following it to completion,

Sending to a counterparty

What this page is — adding the other side to a document and inviting them into the deal room, from

Share links

What this page is — sending one document outside your organisation as a tracked, expiring,

Signatory matrix

What this page is — the rules for who inside your organisation may sign which documents, up to what

Smart fields

What this page is — the capability that runs your organisation's own extraction rules against

Smart Fields & Indexing

What this page is — where your organisation writes its own AI extraction prompts: each a name and a

Submitting for approval

What this page is — what happens, check by check, when an author submits a document, and how its

Summarize

What this page is — the capability that turns a finished document into three things a person can

Template builder

What this page is — the tab where a type's wording is written, as a tree of eight kinds of block with

The signing page

What this page is — the ceremony a signer goes through after following a signing invitation, step by

Translation Glossary

What this page is — pinned translations for legal terms, given to the AI as binding term mappings

Troubleshooting

What this page is — the module-wide symptom index: what people actually run into in Orbit Papers,

Type Designer

What this page is — the catalog of document types your organisation issues, and the six ways a new

Verifying a document

What this page is — the public check that a document really was issued by your organisation, and

Version diff

What this page is — the capability that reports what actually changed between two versions of a

Vital records

What this page is — the overdue-review queue for documents your organisation could not operate without,