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docs/E_Sign/Contract-Lifecycle.md

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+# How to use contract Lifecycle Management?
+
+**Contract Lifecycle Management (CLM)** helps organizations create, review, approve, sign, store, and manage contracts throughout their entire lifecycle. It streamlines contract processes, improves visibility, and ensures compliance by keeping all contract-related activities in a centralized system.
+
+---
+
+## Step 1: Open the Signed Document
+
+1. Navigate to the appropriate folder containing the signed document.
+2. Locate the required document.
+3. Click the **Action** Menu (⋮) associated with the document.
+4. Select **View** to open and review the signed document.
+
+<img src=" screenshots\CLM\CLM-1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 2: Configure the Contract Document
+
+1. From the left-side navigation menu, click Contracts.
+2. Select the signed document that you want to convert into a contract record.
+3. The AI-powered contract engine automatically extracts key information from the document and generates the contract details.
+4. Review the extracted information before proceeding to the next step.
+
+<img src=" screenshots\CLM\CLM-View.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 3: Review and Validate Contract Details
+
+Once the AI completes the contract extraction process, review all generated information carefully before final approval. Ensure the extracted details are accurate, complete, and aligned with organizational and legal requirements.
+
+<img src=" screenshots\CLM\CLM-Overview.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+## Review Party Information
+
+Verify the details of all parties involved in the contract.
+Ensure the following information is accurate:
+* Party names
+* Roles and responsibilities
+* Contact details
+* Organization or company information
+
+<img src=" screenshots\CLM\CLM-Parties.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+Update any incorrect or missing information before proceeding.
+
+---
+
+## Review Financial Information
+
+Validate all financial details extracted from the contract.
+Review and confirm:
+* Total contract value
+* Payment terms and conditions
+* Pricing and rate information
+* Billing schedules and invoicing obligations
+* Currency and frequency details
+
+<img src=" screenshots\CLM\CLM-Financial.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+Ensure all financial calculations and payment structures are correct.
+
+---
+
+## Review Signatories
+
+Verify that all required parties are properly assigned in the Signatories section before approving the contract.
+
+### Steps
+
+1. Navigate to the **Signatories** tab.
+2. Review all listed signatories.
+3. Confirm the accuracy of:
+   * Signer names
+   * Roles and assignments
+   * Signing status
+   * Signature dates
+   * Execution details
+4. Ensure all mandatory signatories are included.
+5. Update or correct any missing or inaccurate information.
+
+<img src=" screenshots\CLM\CLM-Signature.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Configure Contract Alerts and Expiry Notifications
+
+Set up reminders and expiration alerts to ensure important contract milestones are not missed.
+
+### Steps
+
+1. Verify the **Contract Expiry Date**.
+2. Review the automatically generated reminder schedule.
+3. Configure reminder notifications based on business requirements.
+
+### Recommended Reminder Intervals
+
+* 30 Days Before Expiry
+* 14 Days Before Expiry
+* 7 Days Before Expiry
+* 3 Days Before Expiry
+* 1 Day Before Expiry
+
+### Additional Actions
+
+* Add new reminder intervals if required.
+* Modify or remove existing reminders.
+* Save alert configurations to enable automated notifications.
+
+<img src=" screenshots\CLM\CLM-Alerts.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+Ensure all required reminders are configured before contract approval.
+
+---
+
+## Review Red Lines and Risk Analysis
+
+Review AI-generated clause analysis and risk indicators to identify contractual concerns or missing legal protections.
+
+### Steps
+
+1. Navigate to the **Red Lines** tab.
+2. Review highlighted clauses and associated risk levels:
+   * Low Risk
+   * Medium Risk
+   * High Risk
+3. Verify the inclusion of critical legal provisions, including:
+   * Limitation of Liability
+   * Termination Clauses
+   * Indemnification Clauses
+   * Confidentiality Obligations
+   * Other required legal protections
+4. Review AI-generated recommendations and risk explanations.
+5. Modify, add, or update clauses as needed to comply with organizational policies and legal standards.
+6. Resolve all high-risk or missing clauses before approval.
+
+<img src=" screenshots\CLM\CLM-Red_Line.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Approve and Save the Contract
+
+After completing the review and validation process:
+1. Make any necessary updates to the contract information.
+2. Click **Approve & Save**.
+3. The contract will be successfully created and added to the **Contracts Dashboard** for future tracking, management, and reporting.
+
+<img src=" screenshots\CLM\CLM-Signature.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"> 
+
+---
+
+## Step 4: Manage Contract Renewals
+
+1. Navigate to the **Contracts Dashboard**.
+
+<img src=" screenshots\CLM\CLM-Dashboard.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+2. Select the contract you want to manage.
+3. Click **Renewals** to open the Renewal Tracking page.
+
+<img src=" screenshots\CLM\CLM-Action.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+4. Review upcoming renewal dates and reminder schedules.
+5. Update renewal information and reminder dates as needed.
+6. Save the changes to keep renewal tracking up to date.
+
+<img src=" screenshots\CLM\CLM-Remender.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+7. Use this option to cancel the selected contract permanently.
+
+<img src=" screenshots\CLM\CLM-Cancel.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Key Benefits of CLM
+
+- Centralized contract repository
+- Automated data extraction using AI
+- Simplified contract review and approval process
+- Renewal and expiration tracking
+- Automated reminders and alerts
+- Improved compliance and contract visibility
+- Secure storage and lifecycle management
+
+---
+
+**Demo Video:**
+<!-- Inline HTML in Markdown file -->
+<style>
+.video-wrap {
+  border: 2px solid black;
+  border-radius: 4px;
+  width: 100%;
+  max-width: 800px;
+  overflow: hidden;
+  margin-bottom: 1rem;
+}
+.video-wrap video {
+  display: block;
+  width: 100%;
+  height: auto;
+}
+</style>
+
+<div class="video-wrap" role="region" aria-label="Demo: Creating a E-Sign">
+  <!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
+  <video controls poster="">
+    <source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Co-Signer.mp4" type="video/mp4">
+    <source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Co-Signer.webm" type="video/webm">
+    <!-- Fallback link if browser can't play video -->
+    Your browser does not support the video tag. 
+    <a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Co-Signer.mp4" target="_blank" rel="noopener">Download / Open video</a>
+  </video>
+</div>
+
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)

docs/E_Sign/Image-and-Underline.md

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+# How to use Images & Underlines Fields?
+
+The **Images & Underlines Fields** feature in the E-Sign module allows both senders and recipients to add images and apply underline formatting directly within documents during the signing process. This functionality improves document clarity, enhances collaboration, and ensures a more interactive signing experience.
+
+---
+
+## Step 1: Open the Document
+
+- Navigate to the **Documents** section from the main menu.
+- Locate the document you want to prepare for e-signing.
+- Click **Open** or **Edit** to launch the document in the E-Sign editor.
+
+<img src=" screenshots\Image-Field\image-field.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 2: Add an Image Field
+
+- Select the **Image Field** option from the toolbar or field panel on the right.
+- Drag and place the image field in the required section of the document.
+- Open the **Field Settings** to configure who is responsible for uploading the image (sender or a specific recipient).
+- Resize and reposition the field as needed by dragging its corners or edges.
+- Both the sender and recipients can access the **Images & Underlines Fields** feature based on their assigned permissions.
+
+<img src=" screenshots\Image-Field\image-field1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+
+---
+
+## Step 3: Upload an Image
+
+- Click on the inserted image field to activate it.
+- Click the **Upload** icon or button that appears within the field.
+- Browse and select the required image from your device (supported formats: PNG, JPG, JPEG, GIF).
+- The image will be embedded directly into the document at the designated position.
+- Users can add **logos**, **signatures**, **stamps**, or other supporting visuals directly into the document.
+
+<img src=" screenshots\Image-Field\Upload-Image-1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"><br>
+
+
+<img src=" screenshots\Image-Field\image-field2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+> **Tip:** Ensure the image is clear and properly sized before uploading for the best visual result in the final signed document.
+
+---
+
+## Step 4: Add an Underline Field
+
+- Select the **Underline Field** option from the toolbar or field panel.
+- Drag and place the underline field in the required section of the document.
+- Adjust the width of the underline field to match the area where the recipient needs to sign or annotate.
+- Open the **Field Settings** to assign the underline field to the appropriate recipient.
+- You can add a label or placeholder text to guide the recipient on what is expected in that field.
+
+<img src="screenshots/Image-Field/image-field-underline.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 5: Assign Fields to Recipients
+
+- After placing the image field, assign each field to the appropriate recipient.
+- Click on the field and use the **Assign To** dropdown to select the intended recipient.
+- This ensures each party fills in only the fields assigned to them during the signing workflow.
+
+<img src=" screenshots\Image-Field\image-field-recipient.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Step 6: Save and Send the Document
+
+- Once all image and underline fields are placed and assigned, click **Save** to preserve your configuration.
+- Click **Send** to dispatch the document to the recipients for their action.
+- Recipients will receive an email notification with a link to access and complete the document.
+
+<!-- <img src=" screenshots\Image-Field\image-field-recipient.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"> -->
+
+---
+
+## Step 7: Recipient Fills in the Fields
+
+- The recipient opens the document via the link provided in the email.
+- They click on the **Image Field** to upload their image (e.g., signature or stamp).
+- Once all required fields are completed, the recipient clicks **Submit** or **Sign** to finalize their action.
+
+<img src=" screenshots\Image-Field\image-field3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"><br>
+
+
+<img src=" screenshots\Image-Field\image-upload2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document"><br>
+
+
+<img src=" screenshots\Image-Field\image-field6.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+## Step 8: Review the Completed Document
+- Click **View Document** to review the completed document and verify all signatures, fields, and information before downloading or sharing it.
+
+<img src=" screenshots\Image-Field\image-field4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
+
+---
+
+## Key Benefits
+
+| Feature | Benefit |
+|---|---|
+| Image Field | Allows embedding of logos, stamps, and visual signatures |
+| Underline Field | Provides a structured area for written signatures or annotations |
+| Permission-Based Access | Controls who can add or edit fields based on role |
+| Multi-Recipient Support | Assign different fields to different signers in a single workflow |
+
+---
+
+## Notes
+
+- Only users with appropriate permissions can add or modify image and underline fields.
+- Uploaded images are securely stored and associated with the document.
+- The underline field supports both typed and drawn input depending on the configuration.
+- All changes are tracked and logged for audit purposes.
+
+---
+
+**Demo Video:**
+<!-- Inline HTML in Markdown file -->
+<style>
+.video-wrap {
+  border: 2px solid black;
+  border-radius: 4px;
+  width: 100%;
+  max-width: 800px;
+  overflow: hidden;
+  margin-bottom: 1rem;
+}
+.video-wrap video {
+  display: block;
+  width: 100%;
+  height: auto;
+}
+</style>
+
+<div class="video-wrap" role="region" aria-label="Demo: Creating a E-Sign">
+  <!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
+  <video controls poster="">
+    <source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Image_Underline.mp4" type="video/mp4">
+    <source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Image_Underline.webm" type="video/webm">
+    <!-- Fallback link if browser can't play video -->
+    Your browser does not support the video tag. 
+    <a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/demo_video/E_Signature/Image_Underline.mp4" target="_blank" rel="noopener">Download / Open video</a>
+  </video>
+</div>
+
+
+© Doculan by [Virtualan Software](https://www.virtualan.io)