Platform Overview
Learn the main areas of AutoDoc and what they are used for
AutoDoc is organised around a few main work areas. The exact options you see may depend on your role and your organisation's setup.
Main Areas
Your main landing page. Use this area to get started quickly and review recent activity.
Use this area when you need to review, manage, or follow up on agreements.
Use this area to work with deals, documents, and related progress in one place.
Use this area when you need to create supported documents from AutoDoc.
Use this area to switch or choose a department and access tenant-level admin areas when available.
Use this area to manage personal settings and, if you have the right access, organisation settings such as members, document types, email templates, data, and rules.
If this isn't available, contact your administrator.