Operations
Track projects, manage documents with e-signatures, build automations, and connect your SaaS tools.
The Operations module is your command center for managing projects, documents, and workflows across your organization.
Operations Overview
The Operations Overview page shows project status, recent documents, and active automations at a glance. Use it to monitor progress and identify bottlenecks.
Projects
The Projects page is where you manage all your work:
- View all projects in a table with status, owner, and deadline columns
- Click into a project to see its details, tasks, and activity
- Create new projects from scratch or from templates
- Track project progress with visual indicators
Create a Project
- Navigate to Operations → Projects
- Click New Project
- Fill in the project name, description, owner, and deadline
- Click Create
Documents
The Documents page provides a rich document editor with e-signature support:
- Create and edit documents with a collaborative editor
- Add DocuSeal signing fields for e-signatures
- Send documents for signature and track signing progress
- Organize documents by project or category
- Build document workflows with a visual stepper UI
Use the document workflow builder to create multi-step approval processes. You can configure signing order, set reminders, and track each step in real time.
Automations
The Automations page lets you build AI-powered workflows:
- Create automation workflows with a visual builder
- Define triggers, conditions, and actions
- Use pre-built templates for common automation patterns
- Monitor automation runs and troubleshoot failures
SaaS Applications
The SaaS Applications page lets you manage connected tools:
- View all connected SaaS applications
- Configure integration settings
- Monitor connection health and sync status