Contract Page | Action Keys

After opening a contract, you land on the contract details page. This page is organised into six tabs (Details, Documents, Tasks, Approvals, Obligations, and Courier) along with an Actions menu and an Ask AI button on the top right. Each section gives you specific tools to manage the contract through its lifecycle.

The Details tab is the main view of the contract. It is divided into the following subsections:

Just below the contract name, a timeline bar shows the number of days the contract has spent at each stage of its lifecycle. Completed stages are highlighted, while upcoming stages remain greyed out. This gives you a quick visual overview of how long the contract has been in progress and which stage it is currently at.

Displays all the meta fields filled in during contract initiation, such as party names, signatory details, addresses, execution date, and expiry date. The fields shown here vary depending on the contract type and the template used. Click the Edit button within this section to modify any of these fields.

Shows system-level information about the contract, including:

This section also displays the e-signing status of the contract, including the signer details, signing validity, and sign method (e.g. Virtual Sign).

The right-hand panel on the Details tab includes a Notes section where you can take notes directly on the contract page. Notes support basic formatting including bold, italic, underline, and bullet points. You can also tag teammates using @name.

Below the Notes section, the History panel tracks all activity on the contract. You can filter by:

The three-dot menu (⋮) on the top right of the contract page opens the Actions panel. It contains the following options:

Change Stage
Manually move the contract to a different stage (e.g. Internal Review, Negotiation, Sent for E-sign, Executed, Expired). Note: once a stage is changed, it cannot be reverted to a previous stage.
​

Edit Followers
View and manage the followers assigned to the contract. Followers receive notifications about contract activity. You can add or remove followers as needed.

Add Labels
View and assign labels to the contract. Labels help categorise and filter contracts across the repository.
​

Add Ancillary
Add supplementary information to the contract using custom fields. Click Create New Section to set up fields specific to your requirements.
​

Link Contract
Link other contracts to the current one for easier cross-referencing and management of related agreements.
​

Set Parent
Assign a parent contract to establish a hierarchical relationship between contracts.
​

Delete
Permanently delete the contract.
​

Archive
Archive the contract to move it out of the active view while retaining the record.
​

The Documents tab is the central repository for all files related to the contract.

Key actions available per document:

Upload File
Use the Upload File button on the top right to attach any additional supporting documents to the contract.
​

Document Merging
You can merge two or more documents within this section. Click Merge, select the documents you want to consolidate, and confirm the action.
​

Filtering Documents
Use the filter option to sort and find specific documents quickly. This is particularly useful when a contract has a large number of files attached.
​

Post-Signing Audit Trail
After the contract is signed, the audit trail documenting the signing process will be available here, along with the signed copy of the contract for record-keeping and verification.
​

The documents table shows the File Name, Description, Uploaded By, Uploaded On, Status (e.g. E-Signing Pending, N/A), and available Key Actions for each file.
​

The Tasks tab lets you create and manage tasks linked to the contract.

Adding a Task Click Add Task on the top right to open the Create New Task panel. Fill in the following fields:

Click Save Changes to create the task, or Discard to cancel.

The tasks table displays Task Details, Type, Status, Assigned To, Deadline, and Key Actions for each task.

The Approvals tab manages the approval workflows associated with the contract. If no workflow has been configured on the template, the tab will show No Workflow Found.
​

There are three types of approval workflows, accessible as tabs within this section:
​

This workflow ensures the contract content is reviewed and approved before it moves forward. When active, it displays:

This workflow ensures the contract is approved before it is sent for e-signature. When active, it displays:

Click Start Approval Workflow to notify the designated approvers to begin the process.

This workflow triggers approvals based on specific conditions set on the contract's meta fields. When active, it displays:

Click Start Approval Workflow to initiate the conditional approval process.
​

The Obligations tab allows you to set up and track specific contractual commitments tied to the contract.

Adding an Obligation Click Add Obligation to open the panel. Fill in the following fields:

Click Save to add the obligation.
​

Example use cases:

The Courier tab allows you to track physical deliveries related to the contract without leaving the platform.

Adding a Courier Click Add New Courier to open the panel. Fill in the following required fields:

Click Submit to save the courier, or Reset to clear the form.
​

Once added, the courier listing shows the Title, Courier Provider, Tracking Number, Added By, Status, and Delivery details for each entry.
​

The contract details page brings everything you need to manage a contract into one place, from reviewing party details and tracking stage changes to managing approvals, obligations, and courier deliveries. Using each tab consistently throughout the contract lifecycle ensures nothing falls through the cracks. The Actions menu gives you quick access to housekeeping tasks like adding labels, editing followers, and archiving contracts, keeping your repository clean and well-organised.