SpotDraft Home is your personalized page in SpotDraft for managing contracts efficiently. It provides a clear overview of your tasks and contracts, helping you stay organized and prioritize your work.
Widgets
SpotDraft Home uses widgets to display information. These are the current widgets:
- Tasks Widget: Shows your pending contract-related tasks.
- Contracts Widget: Displays your contracts categorized by their status.
Tasks Widget
This widget helps you track and manage your contract-related tasks. In this widget, you'll see the following task categories:
- Signatures Pending on You: Shows the number of contracts that require your signature.
- Approvals Pending on You: Shows the number of contracts that need your/your team's approval.
- Reviews Pending on You: Shows the number of contracts that await your review.
- Setup for Signatures: Shows the number of contracts that need to be prepared for collecting signatures.
- Custom Tasks: Shows the number of custom tasks that have been assigned to you.
Clicking on any of these task categories will take you to the Task Center, where you can view and manage the respective tasks.
Contracts Widget
This widget helps you monitor your contracts and identify those needing attention. Contracts are categorized as follows:
- In Progress: Contracts currently being drafted, redlined, or signed.
- Without Activity: Contracts that haven't been updated recently.
- Executed: Contracts that have been fully signed and executed.
You can filter contracts within each category by the last updated date.
Taking Action
SpotDraft Home is designed for quick action. You can:
-
Click on any task in the Tasks Widget to go directly to the relevant contract and complete the task.
-
Access the full Task Center for a complete list of your tasks. Learn more about the Task Center here. The Task Center provides a more detailed view of your tasks, like this:
-
Click on any contract in the Contracts Widget to view its details and take any necessary action.
Need More Help?
For detailed instructions on how to search for specific contracts or actions, check out our guides: