On this page

• Creating a contract
• Filling in fields
• Generating a preview
• Finalizing a contract
• Downloading
• Contract statuses
• Chat commands
• Next steps

Creating a contract

From the dashboard

1. Go to the Contracts page from the sidebar.
2. Click New Contract.
3. Select an active template from the dropdown.
4. Click Create Contract.
5. You're taken to the contract detail page.

From the chat

1. Open the Chat page.
2. Ask the assistant to create a contract (for example, "Create a new NDA").
3. The assistant shows available templates as clickable cards.
4. Click a template to create a contract.
5. The assistant provides a link to open the contract.

Filling in fields

Manual entry on the dashboard

On the contract detail page, fields are organized into grouped sections, each with a progress chip showing how many of its fields are filled in. Every field shows its label, type, and current value.

Just type into a field — there is no Save button. Your value is saved automatically when you leave the field (a brief saving indicator appears for about 600 ms). You can close the page and come back later; your progress is already stored.

• Required fields are marked in red until they have a value.
• Invalid values show an inline yellow validation message immediately, before you move on.
• Currency fields are displayed with a currency prefix (for example, a $ before the amount).

Via chat

On the contract's chat page, fill in fields through conversation:

• Tell the assistant the values: "The client name is Acme Corporation."
• The assistant updates the field and confirms.
• Ask "What fields are still empty?" to see your progress.

The assistant uses human-readable field labels in conversation and handles the technical mapping internally.

Generating a preview

Once you've filled in the fields you need:

1. Click Generate Preview on the contract detail page.
2. The system fills the template placeholders with your values.
3. A PDF version is generated for preview.
4. The contract status changes to Preview.

Review the preview to make sure everything looks correct before finalizing.

Finalizing a contract

1. Open a contract in Preview status.
2. Click Finalize.
3. A confirmation dialog warns you that finalizing locks the contract and field values can no longer be edited. Confirm to continue.
4. The document is regenerated with the latest field values.
5. An AI-generated summary is created.
6. The contract is indexed for search.
7. The status changes to Finalized.

Downloading

Download your contract in either format:

1. Open the contract detail page.
2. Click Download and choose DOCX or PDF.

You can also preview the PDF directly in your browser.

Contract statuses

Status transitions: Draft can move to Preview (by generating). Preview can move to Submitted (when an external filler submits) or Finalized. Submitted can move to Finalized. Finalized can move to Signed, Expired, or Cancelled. Signed can move to Expired or Cancelled.

Chat commands for contracts

The contract assistant chat understands these requests:

• List templates — shows all active templates as clickable cards.
• Create a contract — creates a new contract from a template.
• List contracts — shows recent contracts with their status.
• Update a field — changes a specific field value on the active contract.
• List fields — shows all fields with current values and completion status.
• Search knowledge — searches both contract templates and knowledge base content.

Next steps

• Managing contract templates — upload, analyze, and activate the templates you create contracts from.
• Sharing contracts with external parties — let clients and partners fill in contracts themselves via a public link.