When your account has been set up and you log in for the first time, you’ll see your username at the top right. There you’ll find settings for your personal profile, a link to this help center, support contact, and an option to log out.
If you’re an admin—which the first user usually is—you’ll also be able to manage account settings.
Right after logging in, you’re greeted by the start page with several important sections:
Inbox – This is where all incoming agreements end up, for example via email or scanned documents. These are automatically analyzed before you register them in the system.
Ongoing contracts and tasks – You get an overview of agreements and tasks that are approaching their respective end dates. This view is personal and adapts based on your role and your commitments.
Email address for contracts – On the right, you see the unique email address linked to your account. All documents sent here go straight to the inbox.
KPIs and statistics – Here you see how many contracts are in the system, their status (e.g. not registered, ready for review), agreement categories (like lease or consulting agreements), and what terms they have (e.g. indefinite, fixed dates, or automatic renewal).
At the top of the page there's a clear menu:
Start – Always takes you back to the start page.
Contracts – Here you’ll find all uploaded agreements. You can organize them into folders and set permissions for different users and groups.
Search – With the advanced search feature, you can combine different metadata fields to quickly find the right agreement.
New contract – Here you can manually upload agreements by dragging and dropping or browsing for the file.
Counterparties (for admins) – Here you’ll find all counterparties registered together with agreements, plus an overview showing which agreements belong to which counterparty.
Users (for admins) – This is where you manage users and groups, including roles and permissions.