The Dashboard, Contract List, and Playbook List

Article author
Gaby Estrada
  • Updated

Dashboard (Home)

The DocJuris Dashboard is the landing page User's are directed to after logging in. On the Dashboard, the following actions and links are available.

Dashboard_Basics_I1.png

Settings and Support

  • Link to this support site
  • Logout
  • Settings (via clicking your user avatar)

Contracts

  • Analyze a Contract
  • Open a Recent Contract
  • View All Contracts

Playbooks

  • Create a Playbook
  • Open a Playbook
  • View all Playbooks

Contract List

The Contract List (via "View All Contracts" link on the Dashboard) is an easy way to look up and interact with all Contracts in the DocJuris application.

Contracts_View_All_Contracts.png

 

On the Contract List, you can sort and search through Contracts using the headings and options above the list of Contracts.

Contract_List.png

You can also click the three dots to the right of a Contract to Archive, rename, or Add a Turn.

 

Playbook List

The Playbook List is a list of playbooks that have been created in the system to which a User has access. Typically, the list shown on the Dashboard is sufficient, but the Playbook List is helpful if you have more than a dozen playbooks in your environment.

Playbook_List.png

Video Overview

 

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