Docs
Docs is the cross-company document view: every proposal, contract, SOW, monthly report, and delivery summary across all your clients in one list, sorted by lifecycle stage.
Use the search bar and filters above the list to narrow by type, status, or linked Company — the list paginates as your document history grows.
What a Document is
A Document in dpaperwork is a client-facing artifact — something you create, edit, and send to a client. It is not internal notes or a knowledge base.
Documents attach to:
- A Deal — for pre-sale documents (proposals, contracts, SOWs)
- A Cycle — for delivery documents (monthly reports, release notes, delivery summaries)
- A Company directly — if there's no specific deal or cycle context
Creating a Document
From Chat: describe what you need and dpaperwork drafts it:
"Draft a proposal for the Nova Corp deal — 3-month engagement, £6k"
dpaperwork reads the deal details, your Company Context, and your Brand Voice, then drafts the first version. You review and edit before sending.
From a Document Template: if you've set up a Template (e.g. "Monthly Report"), create a Document from it and dpaperwork populates the placeholders automatically from the relevant Cycle or Deal context.
Blank: start from scratch in the rich-text editor.
The Document editor
When you open a Document you see the editor, with a metadata strip at the top showing the document type, status, linked records, and Send and Download as PDF actions. Below that is the document title and the rich-text editor body.
Formatting: select text in the editor to reveal a floating toolbar with formatting options (bold, italic, headings, lists, links). There's no fixed toolbar above the document.
Autosave: your edits save automatically as you type — a save indicator near the title shows the current state (saving / saved). If you try to navigate away with unsaved changes still in flight, you'll get a warning before you can leave.
Document Assistant Panel
The right-hand panel is the Document Assistant — a permanent AI editing panel. It never collapses. In its idle state it shows four quick-action chips:
- Make it more concise
- Adjust the tone
- Expand this section
- Fix grammar and clarity
You can also describe any edit in natural language in the text input at the bottom. When the Assistant proposes a change, it shows an inline before/after diff in the panel. You must explicitly click Accept or Reject before the document is updated — the AI never writes directly to the document without your approval.
Document Templates
Templates are structural shells — sections, headings, and placeholder instructions that tell dpaperwork what to fill in. Define one "Monthly Report" template and it applies to every Cycle delivery document. Define one "Proposal" template and every new proposal starts from the same structure.
You manage all your Templates from a dedicated list in the Docs area. Creating or editing one opens the same rich-text editor used for Documents, with the Document Assistant available to help you draft placeholder sections and instructions — you're not limited to typing the structure by hand.
You can also create a Template via Chat, describing what it should contain.
Sending a Document
Once a Document is ready, send it from the Document page. The email goes from your Workspace Gmail account (the shared company inbox). You can CC team members at send time.
The send is automatically logged as an Interaction against the relevant Contact and Company — so the Monitor and your Interaction history stay up to date without any manual logging.
If Gmail isn't connected, dpaperwork sends via its own platform email. Connect Gmail in Integrations for branded sends from your company address.
Tracking after send
The Monitor watches for Documents sent to clients that haven't been opened. If a document has been sitting unread, you'll see it in your Morning Brief.
Try it in a walkthrough
Walkthroughs follow one job end to end, in real Chat exchanges: