Contracts & Compliance Guide

Contracts list

Filter by Draft/Sent/Signed/Expired with headline metrics (drafts, pending e-sign, executed, expired). Search, quick-create, master-detail record panel, bulk status changes and deletes. Creation and edits check contracts create/edit.

Contract detail

Tabs cover details, documents, signature, meetings, AI, and activity, plus lifecycle stage and readiness. Actions:

E-signature via Zoho Sign — needs a signer email; pick a template, send, then sync Zoho status (a Signed result auto-marks the contract).
Manual Mark Signed — for wet-ink or external flows.
R2 draft upload — store the working document in the vault.
AI audit — contract review with parsed risk output.
Delete — removes the contract record.

Compliance filings

Track each filing’s name, form number, deadline, regulator, responsible owner, status, and notes. Switch the calendar list and the pending/in-progress/authorized/filed Kanban. Overdue means past deadline and not filed. Drawer edits cover status, deadline, assignee, regulator, and notes, with vault proof upload. Creating filings and editing fields is manager-gated; bulk updates check compliance delete.