Introduction to the SpotDraft Repository

What is the SpotDraft repository?

What’s on the SpotDraft repository page?

1. Adding filters to the repository: Apply filters to refine searches based on attributes like contract types and counterparties.

2. Using search + advanced search: Perform quick and advanced searches within the repository using the search bar.

3. Add custom views: Segregate important sections and customize dashboard views for efficient organization.

4. Manage columns: Customize and manage columns to view important data.

5. Check contracts assigned to you: Gain an overview of pending tasks assigned to you for effective monitoring of contracts and tasks.

6. Add contract tags: Categorize contracts using tags for easy identification.

7. Perform bulk actions: Execute bulk actions for time-saving efficiency such as downloading contracts, generating reports, adding a business user, and more.

8. Generating contract reports: Quickly generate and download contract reports in Excel format for streamlined review, analysis, and informed decision-making.

9. Tasks & Reminders: Easily manage tasks and set reminders with the built-in task management system for timely actions and consolidated tracking.

10. Smart data capture: Utilize Smart data capture powered by SpotDraft AI for quick extraction of key contract details in mere seconds.

11. AI due diligence: Leverage AI due diligence with SpotDraft AI to analyze multiple contracts simultaneously, uncover hidden legal risks, and more.

12. Adding related documents: Seamlessly link contract-related documents like signatures and letters directly from the repository.

13. Add key pointers: Add or edit essential metadata, or key pointers to your contracts.

14. Quick access: Access contract-related actions across your SpotDraft repository using the keyboard shortcut 'Command+K'.