Overview
Set up InkDraft and generate your first review-ready draft.
This quickstart takes you from a new account to a draft that is ready for your review. It is the shortest reliable path through InkDraft.
1. Complete account setup
Set your name and avatar so teammates and clients can identify your comments and document activity. If you plan to send documents for signature, add and verify the email addresses you want to use.
2. Create the organization
Enter the organization name, legal name, jurisdiction, and plan. InkDraft needs these details before you create document drafts.
3. Add company knowledge
Upload useful source material in the Knowledge Base: case studies, service descriptions, templates, delivery notes, pricing context, or previously reviewed language. InkDraft uses this material to ground generation.
4. Create an engagement
Start a new engagement, enter the customer company name, and paste or upload a transcript or summary. Add website or LinkedIn links when you want InkDraft to research the prospect.
5. Choose a workflow
Use the staged workflow when you want a proposal draft first. Use the direct workflow when you want a contract draft for review. Use NDA-only when confidentiality is the immediate next step.
6. Review and share
Open the generated draft, review every section, make edits, then share it for client review when appropriate. Choose view-only, review, or edit access, and use an access code for sensitive documents.
7. Sign and collect payment
Contract and NDA drafts can be sent for signature after review. If payments are enabled, you can request a one-time or installment payment during signing.