user_manual - fleXRPL/contractAI GitHub Wiki
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]
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
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]
Key Concepts
Contract Lifecycle
stateDiagram-v2
[*] --> Draft
Draft --> Review
Review --> Negotiation
Negotiation --> Approval
Approval --> Active
Active --> Monitoring
Monitoring --> Renewal
Renewal --> Review
Active --> Archived
Archived --> [*]
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]
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]
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]
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
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]
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]
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
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]
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
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]
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]
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]
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
Need help? Contact our support team at [email protected] or visit our Support Portal
Next Steps
- Review manual
- Set up account
- Create first contract
- Configure workflows
- Set up templates
- Train team