Your contracts deserve intelligent organization and seamless connectivity.

This release brings transformative capabilities to how you understand your contract parties, sync documents from cloud storage, and control access across your organization. From automatic entity extraction that reveals who's who in every agreement to cloud integrations that eliminate manual uploads—Docsum now works smarter so you can focus on what matters: extracting value from your contracts.

🏢 Entities: Your Contract Parties, Organized

Know who's who across every agreement.

Contracts don't exist in isolation—they connect your organization to customers, vendors, partners, and employees. Docsum now automatically extracts and organizes all parties across your contract portfolio, giving you a structured view of every relationship in your repository.

When a document is processed, Docsum identifies the entities involved and links them to your contract—building a connected network of relationships across your entire portfolio. The same company can be a "Vendor" in one contract and a "Customer" in another; Docsum tracks these relationships at the document level, giving you accurate party context no matter how complex your business relationships become.

📝 Playbooks: Streamlined Contract Review & Negotiation

Your playbook library, reimagined.

Playbooks are essential for consistent contract negotiations. We've rebuilt how you create, manage, and apply playbooks—making it easier to maintain your negotiation guidance and connect it to your workflow in Microsoft Word.

• New Playbooks management page. A dedicated interface for creating, editing, and organizing your playbooks in one place.

• Associate playbooks to document types. Playbooks can now apply to multiple document types. A "Liability Limitation" playbook can cover both MSAs and SOWs without duplication.

• Word Add-In Integration. Click a playbook reference in the Docsum Word Add-In and jump directly to the full playbook in the Docsum web app. Seamless navigation between drafting and reference.

🔗 Cloud Storage Integrations: SharePoint and Google Drive

Sync your contracts from where they already live.

For organizations with contracts scattered across cloud storage, manual uploads are a thing of the past. Docsum now connects directly to Microsoft SharePoint and Google Drive, automatically syncing your contract folders and keeping everything up to date.

Google Drive Integration

Connect your Google Drive and let Docsum become the intelligent layer on top of your existing file structure.

• Folder-level sync. Select a specific Google Drive folder and Docsum syncs all PDF files automatically—including files nested in subfolders.

• Real-time updates. New files added to your synced folder appear in Docsum within minutes.

• Duplicate prevention. Already uploaded a file manually? Docsum recognizes it and marks it clearly as a duplicate, preventing duplicates from cluttering your repository. You can resolve duplicates with just a single click.

• Dedicated view. A "Google Drive" view appears automatically after connection, showing all synced documents in one place.

• Sync notifications. After your initial sync completes, you'll receive an email summary with file counts and a direct link to your new view.

SharePoint Integration

For organizations running on Microsoft 365, SharePoint integration brings the same seamless experience.

• Folder-level sync. Connect a specific SharePoint folder to Docsum and watch as documents flow automatically into your repository.

• Real-time updates. When files change in SharePoint, Docsum knows instantly. New uploads and file updates stay synchronized.

• IT Admin support. Dedicated permissions for IT administrators managing the integration without needing full platform access.

Why Both Matters

Whether your organization standardized on Google Workspace or Microsoft 365—or uses both—Docsum adapts to your reality. Connect one or both integrations and let contracts flow into your single source of truth automatically.

🎯 Contract Identification: Intelligent Document Classification

Let AI separate contracts from noise—automatically.

When you connect cloud storage, you may not know exactly what's in those folders. Years of accumulated files often include purchase orders, invoices, internal memos, and other documents mixed in with your actual contracts. Docsum's Contract Identification system works hand-in-hand with cloud sync to bring order to this chaos.

As documents flow in from SharePoint or Google Drive, our AI-powered analysis automatically evaluates each file to determine whether it's a valid contract. Questionable documents are routed to a review queue rather than cluttering your repository—giving you a clean, organized contract library without manual triage.

• Automated classification. Documents are analyzed to determine if they're valid contracts that make sense for your contract repository, freeing you from manual triage.

• Pending Sync View. Documents that aren't valid contracts appear in a dedicated review queue where you can confirm or reject them with a single click.

  
  

The result? Connect your cloud storage folders and let Docsum do the heavy lifting—automatically organizing your documents so every contract earns its place in your repository.

🔒 Role-Based Access Control: Enterprise-Grade Permissions

Control who sees what, down to the view level.

Managing contract access across growing teams requires more than simple read/write permissions. Docsum now offers a comprehensive role-based access control system that gives you granular control over who can access what—without slowing down your workflows.

• Four distinct roles. Owner, Admin, IT Admin, Member, and Viewer roles provide clear permission boundaries. Viewers can access specific views without seeing the entire repository.

• View-based permissions. Assign users to specific views, ensuring they only see contracts relevant to their role. Sales sees sales agreements, legal sees everything—you decide.

• Permission management UI. Easily manage user roles and view assignments through an intuitive interface under Team Settings.

• Filtered notifications. Emails alerting you to your expiring agreements respect user permissions. Users only receive notifications for documents they can access.

This is just the beginning of our permissions journey. Future releases will introduce access controls for even finer-grained security.

🚀 Why This Matters

These updates reflect our commitment to making Docsum the operating system for your contracts. Intelligent entity extraction reveals who's who across your portfolio. Cloud integrations meet you where you already work. Smart classification brings order to document chaos. And enterprise-grade permissions ensure the right people see the right agreements.

Contracts are more than documents—they're relationships, obligations, and opportunities. Docsum helps you see them that way.