user_manual

ContractAI User Manual

Comprehensive guide for using the ContractAI platform effectively

Overview

This manual provides detailed instructions for using ContractAI, an AI-powered platform for contract management, analysis, and automation.

Platform Architecture

graph TD
    A[ContractAI Platform] --> B[User Interface]
    A --> C[Contract Engine]
    A --> D[AI Services]

    B --> B1[Dashboard]
    B --> B2[Contract Console]
    B --> B3[Analytics]

    C --> C1[Contract Manager]
    C --> C2[Workflow Engine]
    C --> C3[Compliance Checker]

    D --> D1[Document Analysis]
    D --> D2[Risk Assessment]
    D --> D3[Recommendations]

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Getting Started

Platform Access Flow

sequenceDiagram
    participant U as User
    participant L as Login
    participant D as Dashboard
    participant C as Contracts

    U->>L: Access Platform
    L->>U: Login Form
    U->>L: Enter Credentials
    L->>D: Validate & Redirect
    D->>C: Load Contract Status
    C->>D: Return Status
    D->>U: Show Dashboard

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Dashboard Overview

graph TD
    A[Dashboard] --> B[Contract Status]
    A --> C[Workflow Overview]
    A --> D[Quick Actions]

    B --> B1[Active Contracts]
    B --> B2[Pending Reviews]
    B --> B3[Expiring Soon]

    C --> C1[In Progress]
    C --> C2[Approval Queue]
    C --> C3[Recent Updates]

    D --> D1[New Contract]
    D --> D2[Upload Document]
    D --> D3[Generate Report]

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Key Concepts

Contract Lifecycle

stateDiagram-v2
    [*] --> Draft
    Draft --> Review
    Review --> Negotiation
    Negotiation --> Approval
    Approval --> Active
    Active --> Monitoring
    Monitoring --> Renewal
    Renewal --> Review
    Active --> Archived
    Archived --> [*]

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Document Management

graph TD
    A[Document Management] --> B[Contracts]
    A --> C[Templates]
    A --> D[Clauses]

    B --> B1[Drafts]
    B --> B2[Executed]
    B --> B3[Archived]

    C --> C1[Standard]
    C --> C2[Custom]
    C --> C3[Industry]

    D --> D1[Standard]
    D --> D2[Custom]
    D --> D3[Compliance]

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User Interface

Navigation Structure

graph TD
    A[Main Menu] --> B[Dashboard]
    A --> C[Contracts]
    A --> D[Workflows]
    A --> E[Analytics]

    B --> B1[Overview]
    B --> B2[Metrics]
    B --> B3[Reports]

    C --> C1[Contract List]
    C --> C2[Create Contract]
    C --> C3[Contract Details]

    D --> D1[Active]
    D --> D2[Templates]
    D --> D3[History]

    E --> E1[Performance]
    E --> E2[Compliance]
    E --> E3[Risk]

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Contract Management Interface

graph TD
    A[Contract Console] --> B[Document]
    A --> C[Workflow]
    A --> D[Analysis]

    B --> B1[Editor]
    B --> B2[Version]
    B --> B3[Attachments]

    C --> C1[Status]
    C --> C2[Approvals]
    C --> C3[History]

    D --> D1[Risk]
    D --> D2[Compliance]
    D --> D3[Recommendations]

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Contract Management

Contract Creation Flow

sequenceDiagram
    participant U as User
    participant C as Console
    participant T as Template
    participant W as Workflow

    U->>C: Create Contract
    C->>T: Select Template
    T->>C: Load Template
    C->>U: Show Editor
    U->>C: Edit Content
    C->>W: Initiate Workflow
    W->>C: Workflow Status
    C->>U: Show Status

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Contract Configuration

graph TD
    A[Contract Config] --> B[Basic Info]
    A --> C[Parties]
    A --> D[Terms]

    B --> B1[Title]
    B --> B2[Type]
    B --> B3[Status]

    C --> C1[Primary]
    C --> C2[Counterparties]
    C --> C3[Signatories]

    D --> D1[Duration]
    D --> D2[Value]
    D --> D3[Conditions]

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Workflow Management

Workflow Types

graph TD
    A[Workflows] --> B[Creation]
    A --> C[Review]
    A --> D[Approval]

    B --> B1[Draft]
    B --> B2[Template]
    B --> B3[Import]

    C --> C1[Legal]
    C --> C2[Business]
    C --> C3[Compliance]

    D --> D1[Internal]
    D --> D2[External]
    D --> D3[Final]

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Workflow Process

sequenceDiagram
    participant U as User
    participant W as Workflow
    participant R as Reviewers
    participant A as Approvers

    U->>W: Initiate
    W->>R: Assign Review
    R->>W: Review Complete
    W->>A: Request Approval
    A->>W: Approve/Reject
    W->>U: Update Status

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Document Analysis

Analysis Features

graph TD
    A[Analysis] --> B[Content]
    A --> C[Risk]
    A --> D[Compliance]

    B --> B1[Extraction]
    B --> B2[Comparison]
    B --> B3[Summary]

    C --> C1[Assessment]
    C --> C2[Scoring]
    C --> C3[Recommendations]

    D --> D1[Check]
    D --> D2[Validation]
    D --> D3[Reporting]

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Analysis Process

sequenceDiagram
    participant D as Document
    participant A as Analyzer
    participant R as Results
    participant U as User

    D->>A: Submit
    A->>R: Process
    R->>U: Show Analysis
    U->>A: Request Details
    A->>R: Generate Report
    R->>U: Display Report

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Best Practices

Contract Management

graph TD
    A[Best Practices] --> B[Creation]
    A --> C[Review]
    A --> D[Management]

    B --> B1[Templates]
    B --> B2[Clauses]
    B --> B3[Versioning]

    C --> C1[Process]
    C --> C2[Checklist]
    C --> C3[Approval]

    D --> D1[Storage]
    D --> D2[Access]
    D --> D3[Retention]

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Implementation

graph TD
    A[Implementation] --> B[Setup]
    A --> C[Training]
    A --> D[Maintenance]

    B --> B1[Configuration]
    B --> B2[Integration]
    B --> B3[Testing]

    C --> C1[Users]
    C --> C2[Processes]
    C --> C3[Workflows]

    D --> D1[Updates]
    D --> D2[Backup]
    D --> D3[Support]

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Tools

Platform Tools

graph TD
    A[Tools] --> B[Editor]
    A --> C[Analysis]
    A --> D[Reporting]

    B --> B1[Document]
    B --> B2[Template]
    B --> B3[Version]

    C --> C1[AI]
    C --> C2[Risk]
    C --> C3[Compliance]

    D --> D1[Standard]
    D --> D2[Custom]
    D --> D3[Export]

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Tool Flow

sequenceDiagram
    participant U as User
    participant T as Tools
    participant P as Process
    participant R as Results

    U->>T: Select Tool
    T->>P: Execute
    P->>R: Generate
    R->>U: Display

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Need help? Contact our support team at support@contractai.com or visit our Support Portal

Next Steps

1. Review manual
2. Set up account
3. Create first contract
4. Configure workflows
5. Set up templates
6. Train team

Additional Resources

• User Roles & Permissions
• User Interface Guide
• Workflow Guide
• Training Resources
• Support Portal