Documents terms

A file added directly to a chat message or workflow task to provide immediate context for the AI.

A contract or document drafted and provided by the other party in a negotiation. These often require thorough review against your playbook.

Any written file (such as a contract, memo, or policy) uploaded to the platform for storage or AI analysis.

The digital container holding a document, image, or data, supported in various formats like PDF or DOCX.

A contract or document drafted by your own organization, utilizing your standard terms and templates.

The primary, original file that the AI is instructed to review, summarize, or extract data from.

A standardized document structure with pre-approved language used as a starting point for drafting new contracts or letters.

A document provided by an external entity that is neither you nor the direct counterparty, such as a standardized industry form.

The action of transferring a file from your computer into the platform so the AI can read and analyze it.