Quick Start

Get oriented in AutoDoc and find the right area for your work

When you first open AutoDoc, start by checking that you are in the correct Department.

After that, use the main navigation to go to the area that matches your task.

Common Starting Points

1
Choose the right Department

Use the department selector in the top navigation. If you work across multiple departments, make sure you switch before starting a task.

2
Open the area you need

Use Home for your main landing page, Agreements for agreement work, Digital Dealpacks for deal-related document work, and Generate when you need to create supported documents.

3
Check your access

Some pages and actions depend on your role. If you do not see an option, ask your manager or admin to enable it for you.

Tips

Platform Overview

See what each main area of AutoDoc is used for.

Introduction

Go back to the help centre home page.