How to Use

From Start to Finish in 5 Simple Steps

E-signatures, contract management, IR deck creation, document tracking — explore AiDocX's core features step by step.

Create Your E-Signature

Create Your E-Signature

Create your personal e-signature and use it on contracts anytime.

E-Signature → Create New Signature
1

Choose Signature Method

Choose from text input, freehand drawing, image upload, or stamp creation. Each method offers a variety of customization options.

2

Customize Your Signature

Text signatures support over 25 handwriting fonts and colors. Stamps can be customized with circle, square, or rectangle shapes and various styles.

3

Save to Library

Completed signatures are saved to your personal signature library. You can store up to 25 signatures and instantly retrieve them when signing contracts.

Dancing Script
John Smith
Start an E-Contract

Start an E-Contract

Complete everything in one place — from drafting to signing and audit trail certificates.

Documents (Contracts) → Doc AI Editor / Document Management
1

Generate from Template or Upload PDF

In Doc AI Editor, select from templates like NDA, employment, or service contracts and let AI generate your contract. Or upload an existing PDF contract directly in Document Management.

2

Place Signature Fields in the Signing Workspace

Click the Create Signature Request button in Document Management to enter the signing workspace. Select a saved signature from My Signatures in the left panel, then place signature/date fields anywhere on the PDF.

3

Add Signers and Send Signature Request

Add signers and assign each signature field to the appropriate signer. Both simultaneous and sequential signing are supported. Clicking Send Request delivers a signing link to the recipient's email.

4

Completion and Audit Trail Certificate

Once all parties have signed, a final PDF with embedded signatures is generated and stored in Completed Contracts. An Audit Trail certificate is automatically attached, recording who signed, when, and from which IP/device — ensuring legal evidentiary value.

Create Signature Request
NDA_Contract.pdf
My Signatures
John Doe
J.D.
Signature Field
Sign
Date
Party A (Sign) John Doe
Party B (Sign) Assign Field
Email Sent
[email protected]
Completed Contracts
SHA-256 ✓
Audit Trail Certificate
IP · Device · Location
Create an IR Deck

Create an IR Deck

Easily create professional IR decks to attract investment.

Deck (Slides) → Deck Management / Deck AI Editor
1

Create a New Deck

Create a new deck directly in Deck Management, or let AI build it for you in Deck AI Editor. Default slide templates are automatically set up.

2

Design Your Slides

Freely arrange text, shapes, and images in the canvas editor. Use pre-built slide templates for architecture diagrams, competitive analysis, team introductions, and more.

3

Export as PDF and Share

Export the finished deck as a PDF, or generate a secure sharing link with authorized email access control to send to investors.

5 Slides
Deck / Document Tracking

Deck / Document Tracking

Track the viewing activity of your shared documents in real time.

Deck (Slides) → Document Tracking
1

Generate a Share Link

Create a secure sharing link for your deck or document. Restrict access to authorized emails and automatically enable view tracking.

2

Real-Time View Tracking

See who viewed your document, when, and for how long — in real time. Data stays current with automatic refresh every 15 seconds.

3

Review Detailed Analytics

View detailed metrics at a glance on the dashboard: total views, unique viewers, average view time, completion rate, and engagement score.

Total Views
1,247
Unique Viewers
83
Avg. View Time
4m 32s
Completion Rate
67%
Engagement Score 78 / 100
Page Analytics
P1 P8
Create & Share Business Cards

Create & Share Business Cards

Design your card with AI, scan contacts instantly, and share your card or company deck on the spot.

Deck → Card Design / Network → Contacts
1

Design Your Business Card with AI & Print

Pick a business card template in the deck editor, then customize your company name, name, title, and logo with AI. Export the finished card as a high-res PDF, ready for printing.

2

AI Business Card Scan — Save Contacts in One Snap

Snap a photo of a business card you receive at a meeting — AI auto-extracts name, company, title, email, and phone. You can also paste text to create contacts.

3

Share Your Card & Deck Instantly

Send your business card, IR deck, or contracts to scanned contacts with one click via email. Share history is automatically logged for easy follow-up.

A
AiDocX Inc.
John Smith
Product Manager
+1 (555) 000-0000
aidocx.ai
AI Scan
Snap card → Auto-save contact
Share Now
Card · IR Deck · Contracts
AI Recording & Auto Meeting Notes

AI Recording & Auto Meeting Notes

Record meetings, consultations, or lectures — AI analyzes the audio and generates a structured summary document automatically.

My Docs → AI Recording
1

Start AI Recording in My Docs

Click the AI Recording button in the My Docs menu to open the recording modal. Select a folder and press the microphone button to begin recording.

2

Stop When Finished

Press the stop button when your meeting, consultation, or class ends. Recordings must be at least 10 seconds long to process. Audio is instantly uploaded to the server.

3

AI Auto-Generates Summary Document

AI analyzes the audio to automatically detect whether it's a meeting, consultation, or class, then saves a structured summary with key points, conclusions, and action items to your My Docs folder.

Recording
01:24
Stop
AI processing...
Type: Meeting
Document Generated
Meeting Summary
Action Items
NDA Gating
Business Plan

NDA Gating

Require NDA agreement before recipients can view shared documents or decks.

Documents / Deck → Share Settings → NDA Gating
1

Enable NDA Gating

Open the share settings for a contract or IR deck and toggle on NDA Gating. Choose between Simple Agreement (checkbox) or Formal Signature (signature canvas) mode.

2

Set NDA Content

AI automatically generates a default NDA draft. Review and edit the content as needed, or attach a separately prepared NDA document.

3

Share Link & Review Agreement Log

Send the sharing link to recipients. They must agree to the NDA before viewing the document. All agreement records are automatically saved and can be reviewed anytime.

Document is Locked
Non-Disclosure Agreement
I have read and agree to the NDA
Agreement Completed
3 agreements recorded
Document Unlocked

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