Contracts AI

Contracts AI Help Center

Find answers and learn how to use Contracts AI.

Getting Started

Log in, set up your account, and learn your way around the app. Covers registration, password reset, first-time setup, permissions, and navigation.

7 articles

Contract Views

Browse, filter, and manage your contracts in table views. Create and share views, customize columns, search, export, and open contracts from a view.

10 articles

Contract Detail

View and edit contract details, clauses, PDFs, and relationships. Covers all tabs, gold standard comparison, syncing with source, and deleting or archiving.

14 articles

Home & Chat

Use AI prompts, chat history, and suggested questions. Start sessions, ask about contracts, and understand chat context and limits.

5 articles

Invoices

View and link invoices to contracts. Find the invoices list, filter and search, open invoice details, and attach invoices to the right contract.

4 articles

Settings

Account settings, field labels, and preferences. Configure your profile, Quick glance fields, contract view defaults, and organization-level options.

6 articles

Admin

Users, roles, contract access, types, and integrations. Manage users, contract types, gold standard clauses, access rules, and admin-only tools.

11 articles

Integrations

Connect Google Drive, SharePoint, DocuSign, SignNow, Secured Signing, Ironclad, Salesforce, Box, Coupa, and Hyland. Setup and usage for each integration.

13 articles