Search Projects
Type in the "Search projects..." field at the top of the project list to filter by name. Results update as you type.
Filter Projects
Use the filter buttons above the table to narrow results:
Status: In Progress, Template, Draft, In Review, Signed
Deadline: Filter by date range
Owner: Filter by assigned team member
Created At: Filter by creation date
Company: Filter by associated company
Sort the Table
Click any column header (Title, Status, Deadline, Pending Redlines, Owner, Created at, Company) to sort. Click again to reverse the sort order.
Configure Project Settings
Click the gear icon on any project row to open the settings panel. You can edit:
Project Name
Perspective: Buyer or Seller
Deadline: Target completion date
Custom Instructions: Guide the AI analysis focus
Click Update Project to save changes.
Change Project Status
Inside a project workspace, click the status dropdown in the header bar. Choose from: Template, Draft, In Progress, In Review, or Signed.
Assign a Company
Inside a project workspace, use the company selector dropdown in the header to associate the project with a company.
Delete a Project
Click the trash icon on any project row. Type "delete" in the confirmation field and click Delete. This action cannot be undone.