Component Features

Clause Module

Overview	The Clause module is used to create, organize, approve, version, and reuse clause content.
Key Features	Clause creation, Draft management, Approval submission, Version control, Copy, Soft delete, Search, Filter
Key Fields	Clause Name (Unique name), Description, Category (e.g. HR, Offer Letter), Business Entity, Tags, Status, Version, Last Modified By, Last Modified On
Workflow	Create or edit a clause, save as draft or submit for approval, approver reviews in Workspace, then approves, rejects, or sends for rework.
Business Rules	Draft edits are creator-specific; delete is soft delete for eligible statuses, and versioning applies to selected status transitions.

Clause Library Tabs

Tab	Description
All Clauses	Shows all clauses
Active Clauses	Shows only active clauses
Pending Clauses	Shows only pending clauses

Actions by Status

Status	Actions
Active	View, Edit, Copy
In Progress	View only until approval is completed
Draft	View and Edit by creator, with Save, Submit, or Discard options
Rework	Creator can review suggestions, update, and resubmit
Rejected	Viewable by users for reference

Approval and Controls

Rule	Description
Approval enabled	Submitted clauses move to Pending/In Progress
Approver actions	Approvers can approve, reject, or send for rework
Versioning	Updates to selected statuses create new versions
Delete	Soft delete allowed only for Draft, Discarded, and Rejected

Search and Filter

Function	Supported By
Search	Clause name, description
Filter	Status, category, type, date range

Template Module

Overview	The Template module is used to build reusable document templates using approved clauses and signatures.
Key Features	Template creation, Drag-and-drop editing, Preview, Layout configuration, Copy, Delete, Approval routing, Versioning
Key Properties	Layout (Single/multi-column), Spacing, Header/Footer, Watermark, Preview, Section Copy/Delete
Workflow	Create a template, add approved content, configure layout and formatting, preview output, then save or submit for approval.
Business Rules	Template approval is based on business entity settings, and available actions depend on the current template status.

Template Library Tabs

Tab	Description
All Templates	All templates
Active Templates	Active templates
Pending Templates	Pending templates

Available Actions

Status	Actions
Active	Edit, Copy
Draft	Edit, Delete
Rework	Edit
Rejected	Delete, Copy

Editing Experience

Feature	Description
Drag-and-drop	Add approved clauses and signatures
Format settings	Header, footer, watermark, configuration
Layout	Single/multi-column options
Spacing	Alignment and distribution options
Section	Copy or delete sections
Preview	Preview before saving or submitting

Approval Flow

Step	Description
Pending	If approval required, templates move to Pending and appear in Workspace
Approver actions	Approvers can approve, reject, or send for rework

Document Module

Overview	The Document module is used to generate, upload, store, manage, and retrieve business documents.
Key Features	Single generation, Mass generation, Upload, Download, Pinning, Search, Sorting, Filtering
Key Fields	Name (Document name), Description, Created On, Category, Business Entity, Location, Actions (View, Download, Delete)
Workflow	Select a template or upload source content, generate one or many documents, store them in the library, and access them based on permissions.
Business Rules	Document actions depend on user access, and bulk creation follows the Excel upload format defined by the template fields.

Document Generation Options

Option	Description
Single Generation	Create one document by selecting a template, storage location, and description, then filling the required fields
Mass Generation	Download an Excel file, enter values for multiple records, upload the completed file, and create many documents at once

Document Library Sections

Section	Description
My Documents	User's own documents
Pinned Documents	Frequently accessed/pinned documents
All Documents	All documents in the library

Additional Support

Feature	Description
Search	Search for documents
Sorting	Sort documents
Filtering	Filter documents for faster access

Workspace Module

Overview	The Workspace module is used to manage review and approval activities across the application.
Key Features	Approval queue, Task visibility, Review actions, Due date tracking, Status monitoring, Audit support
Key Fields	Task Name, Transaction ID, Supplier, Vendor, System, Process, Due Date, Status, Actions (Approve, Reject, Rework)
Workflow	Reviewers open pending tasks, evaluate content, and take actions such as approve, reject, or send for rework.
Business Rules	Workflow routing is controlled by decision configurations, and all approval actions should be traceable for audit purposes.

Admin Module

Overview	The Admin module is used to configure platform-level rules and reusable setup data.
Key Features	Decision tree setup, Field catalog management, Naming convention control, Governance configuration
Key Areas	Decision, Field Catalog, Naming Convention
Workflow	Administrators configure workflow routing, maintain shared field definitions, and standardize naming practices for consistent system behavior.
Business Rules	Administrative configurations should apply consistently across libraries, approvals, and generated outputs.

Configuration Areas

Area	Description
Decision	Define approval workflows and decision trees based on business entity, approval levels, approvers, and stage progression
Field Catalog	Manage reusable global fields referenced across clauses, templates, and document generation
Naming Convention	Configure naming patterns for Clauses and Templates for standardization

Signature Module

Signature Module
Overview	The Signature module is used to manage signatures that can be applied in templates and generated documents.
Key Features	Signature creation, Activation control, Entity-based assignment, Usage in document output
Key Fields	Signature Name, Business Entity, Status, Usage Context (templates, documents)
Workflow	Create a signature, validate activation eligibility, associate it with the required business entity, and use it during template or document creation.
Business Rules	Max 8 active signatures; only one active signature per business entity at a time; inactive signatures cannot transition directly to Active without satisfying activation controls and validation rules.