# How to Store, Manage, and Collaborate on Agreements Using Gani Atlas

Gani Atlas transforms how your organisation stores, manages, and collaborates on legal documents. This guide covers everything from upload to team collaboration.

## **Part 1: Storing Documents in Atlas**

### Creating Projects

Projects are containers for related documents:

1. Navigate to Atlas from the main menu
2. Click "Create Project"
3. Name your project (e.g., "Employment Contracts", "Vendor Agreements", "Q4 2024 Transactions")
4. Add description (optional but recommended)
5. Set permissions (who can access this project)

Project Types to Consider

* By Department: HR, Finance, Operations, Legal
* By Document Type: Contracts, Policies, Procedures, Templates
* By Counterparty: Customer Agreements, Vendor Contracts, Partner MOUs
* By Transaction: M\&A Deal 2024, Real Estate Purchase, Financing Round
* By Time Period: 2024 Contracts, 2025 Renewals

### Uploading Documents

**Method 1: Drag and Drop**

1. Open your project
2. Drag files from your computer
3. Drop into the upload area
4. Documents process automatically

**Method 2: Upload Button**

1. Click "Upload Document"
2. Select files (PDF, DOCX supported)
3. Choose multiple files for batch upload
4. Wait for processing to complete

**Supported File Types**

* PDF (including scanned documents with OCR)
* Microsoft Word (DOCX)

### Parent-Child Relationships

**Create document hierarchies:**

Example: Contract with Addendums

1. Upload main contract
2. Click "Add Child Document"
3. Upload addendum or amendment
4. Child documents link to parent
5. View entire document family together

Uses:

* Master agreement → Statement of work
* Contract → Addendums
* Policy → Procedures
* Agreement → Schedules/Annexes

## **Part 2: Managing Your Document Repository**

### Finding Documents

Search Functionality

1. Keyword search: Find documents containing specific terms
2. Filter by project: Narrow to specific projects
3. Filter by date: Find documents from specific periods
4. Filter by type: Contracts, policies, etc.

### Document Views

**List View**

* See all documents as a list
* Sort by name, date, type
* Quick access to document actions

**Workbench View**

* Visual folder structure
* Drag-and-drop organisation
* See project hierarchy

Document Details

Click any document to view:

* Summary: AI-generated overview
* Key Information: Parties, dates, obligations
* Metadata: All document attributes
* Version History: Changes over time
* Access Log: Who viewed when

Version Control

Track document changes:

1. Upload new version: Replace existing document
2. View version history: See all previous versions
3. Compare versions: Identify what changed
4. Restore previous version: If needed

Document Actions

From the document menu:

* Download: Save to your computer

Rename: Update document name


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