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Documents organised by project

Every hire, deal or event with its own progress

Documents organised by project

A new employee brings a contract, a data sheet and a confidentiality agreement. A wedding brings a venue contract and three supplier agreements. Put the documents that belong together into one project, and you see at a glance how far they are. Each project has a description, a due date and a colour, so you spot it in every list.

The project page counts documents, completed, waiting and drafts, and shows a progress bar by status. Add a document straight from the project, and archive it when the work is done. On the dashboard you see what waits for signatures, which drafts to finish and what was recently completed. The documents list finds anything by title or signer.

Key Benefits

1

Group documents by deal, hire or event, each with description, due date and colour

2

Progress per project: completed, waiting, drafts and declined in one bar

3

Search by document title or by a signer's name, and filter by project or language

4

A dashboard that shows what waits for signatures and which drafts to finish

Progress for every project

Completed, waiting and drafts in one bar

Open a project and see how many documents it holds, how many are completed and how many still wait. A progress bar shows the mix by status, and the numbered list below takes you to each document. Add the next one right from the project page.

Progress for every project

A dashboard for what waits

Open signatures, drafts and news at a glance

The dashboard shows what waits for signatures, with progress per document, the drafts you can continue and what was completed recently. Recent activity lists the newest opens and signatures, and a tile shows how many documents you have sent this month and how much storage you use.

A dashboard for what waits
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Use Cases

Onboarding a new team member

The contract, the confidentiality agreement and the uniform receipt sit in one project. The progress bar tells you what is still missing before the first day.

Wedding season in one place

Every venue contract of the season lives in one project with a due date. At a glance you see which couples have signed.

Where is that supplier contract?

Type the supplier's name into the search. You find every document they signed or still have open, whatever its title.

FAQ

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