The Contract Overview

The Contract Overview tab gives you a complete view of the contract document, along with all the key information and status details linked to it.

Contract Stage, Next Step & Access

At the top of the page, three cards keep you informed on where the contract stands:

• Contract Stage - Shows the current stage of the contract, such as Draft, Negotiating, or Signing.

• Next Suggested Step - Recommends the next action to move the contract forward, such as Send for Signature.

• Counterparty Access - Shows who the counterparty is and lets you grant them access to the contract directly from this card.

Contract Info

The left-hand panel displays all the key data fields associated with the contract, including the contract number, type, value, commencement and end dates, renewal type, notice period, counterparty, owner, and assigned team. You can click on any field to update it directly, without needing to open a separate edit screen.

At the bottom of this panel, you'll also find the Description field for additional notes, and the Tags field, where you can type or select existing tags to help categorize and search for the contract later.

Contract File

The main panel on the right displays the contract document itself, along with tools to work on it:

• Amendments - View or add amendments made to the contract.

• Analyze Contract - Run an AI-powered analysis to review the contract's content.

• Versions Dropdown - Switch between different versions of the contract file to compare or refer back to earlier drafts.

• Upload New Version - Replace the current file with a newer version from your computer.

• Download - Save a local copy of the contract document to your device.

• Share - Send the contract document via email to yourself or a colleague.

The document previewer also includes standard tools to zoom in or out, search within the file, and download it directly.

Activity History

At the bottom of the page, click See Activities to view a timeline of everything that's happened to the contract, including when it was created, updated, and who made those changes - giving you a clear audit trail over time.