How to manage your documents?

The Manage Documents feature in AIREX is a central tool for organizing and interacting with your uploaded contracts. Accessible on the dashboard page, this feature provides an intuitive interface for viewing, filtering, and managing documents. Let’s explore how it works:

1. Viewing and Filtering Documents

On the right-hand side of the dashboard, you’ll find a section labeled Contracts and Contract Preview. Here, all your uploaded contracts are listed. You can interact with this list by sorting or filtering the documents based on specific fields, either in ascending or descending order. This makes locating specific files quick and efficient.

2. Previewing Documents

Single-clicking a document, such as a lease agreement, opens a document preview. This preview pane lets you view the contract’s content without fully opening it. To get a better look, hover over the midline of the preview and pull it up, allowing you to scroll through the entire document before editing or performing other actions.

3. Three Dots Menu Options

To the right of each document, a three dots menu provides additional options:

• Preview: Opens the document for a quick review.

• Download: Allows you to save the file as a PDF or Word document.

• Email: Sends the document directly from the platform.

• Delete: Removes the document from your repository.

• Each of these actions is explained in greater detail in dedicated demos.

4. Editing Documents Directly

For quick access to editing tools, double-clicking a document takes you straight to the contract editor, where you can make modifications or enhancements. With these features, AIREX simplifies document management, ensuring all contracts are easy to find and interact with.