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Orbit Papers

Orbit Papers is the platform's document management and compliance module. It provides a complete document lifecycle — from template design and authoring through multi-step approval workflows, electronic signatures, QR-code verification, and obligation tracking.

Key capabilities

CapabilityDescription
Type designerDesign document templates with custom fields, layouts, and numbering rules
Document authoringRich document editor with smart fields, templates, and AI assistance
Approvals inboxReview and approve/reject documents through configurable workflows
Document repositoryCentralized, searchable store for all finalized documents
Obligations trackingTrack contractual obligations, deadlines, and compliance requirements
Papers analyticsDocument volume, cycle time, and approval metrics
Graph explorerVisual relationship explorer showing document connections
Capture inboxIngest external documents (scan, upload, email) for processing
Project settingsPer-project configuration for numbering, branding, rules, and smart fields
E-signatureDigital signatures with audit trail
QR verificationQR codes on documents for instant authenticity verification
Public libraryOrganization's public document library for external access
Shared documentsToken-based secure document sharing
Document portalExternal party access to document workflows
Embed generationGenerate embeddable document widgets

Internal pages (Dashboard)

PageRoutePermission
Type Designer/org/papers/designerorg.project.papers.types.view
Type Detail/org/papers/designer/:typeIdorg.project.papers.types.view
Documents/org/papers/documentsorg.project.papers.documents.view
Document Authoring/org/papers/documents/:docIdorg.project.papers.documents.view
Approvals Inbox/org/papers/approvalsorg.project.papers.approvals.act
Repository/org/papers/repositoryorg.project.papers.documents.view
Obligations/org/papers/obligationsorg.project.papers.obligations.view
Analytics/org/papers/analyticsorg.project.papers.analytics.view
Graph Explorer/org/papers/graphorg.project.papers.documents.view
Capture Inbox/org/papers/captureorg.project.papers.documents.create
Project Settings/org/papers/project-settingsMultiple settings permissions

Public pages (no authentication)

RoutePurpose
/verify/:codeQR code document verification
/papers/shared/:tokenView shared document (token auth)
/papers/portal/:tokenDocument portal access
/papers/sign/:tokenE-signature page
/papers/library/:orgSlugPublic document library
/papers/library/:orgSlug/:docSlugPublic document detail
/embed/papers/generateEmbeddable document generation

User workflows

Document lifecycle

Capture and processing flow

Organization-level settings

Papers settings are available in two places:

  • Organization Settings → Papers tab — Organization-wide settings for numbering, letterheads, seals, watermarks, and branding
  • Papers Project Settings (/org/papers/project-settings) — Per-project overrides for type menu, rules, numbering, branding, and smart fields