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Documents (Papers) Settings

The Documents (Papers) settings module is where you configure how your organization generates, numbers, brands, and secures all of its live documents and contracts.

Because Orbit utilizes AI for document generation and analysis, this module also controls your AI Smart Fields, Translation Glossaries, and automated Regulatory Drift sweeps.

The Settings Sections​

When you navigate to the Papers tab, you will see a left-rail navigation menu. Use the sidebar to explore the documentation for each specific sub-section, from Override Locks to Embeddable Views.

Other Settings​

Some modules require specific permissions or are yet to be configured:

Intake Forms​

Intake Forms Permission

Data & Privacy​

Data Privacy Permission

Signatory Matrix​

Signatory Matrix Empty

Security Tags​

Security Tags Empty