Platform navigation

A tour of the app

Every screen in Pishik has one job: show you what needs you. The sidebar on the left is home base — it never moves, and it's how you get everywhere else.

Above the destinations sit two constants: the Search… button (the command palette) and the New contract button. At the bottom, your account (which opens Settings → Your profile), a Powered by Pishik mark that opens links to this Support Center — and, for admins only, the workspace's plan and seat usage.

Note — Team board only appears once your workspace has more than one active member; with a team of one, there's nothing to show.

Prefer more room to work? Collapse the sidebar to a slim icon rail:

1. Click the chevron beside your company name to collapse the sidebar; click it again to expand.
2. Collapsed, badges shrink to small dots and attention items become round alert buttons — click any of them to expand and see the detail.

Your choice is remembered per person, so collapsing your sidebar never changes a teammate's.

The command palette (Cmd/Ctrl-K)

The fastest way to move around Pishik is the command palette — jump to any screen, start a new contract, or open any contract by name without touching the mouse.

1. Press Cmd + K (Ctrl + K on Windows) from anywhere in the app. You can also click Search… at the top of the sidebar.
2. Start typing. The placeholder — Search contracts or run a command… — sums it up: results include navigation commands, New contract, and any contract whose title matches.
3. Move with ↑ and ↓, then press Enter to run the highlighted result. Esc closes the palette.

Commands are labelled by kind — Action (New contract), Navigate (Go to My workspace, Team board, Dashboard, Repository, Sent, Settings), and Contract (open a specific contract, with its type shown as a pill).

Good to know — the palette matches contract titles only. It doesn't search inside a document, notes, or comments. To search reviewer names, counterparties, and archived records, use the Repository.

Badges, banners, and toasts: how the app tells you what needs you

Pishik nudges you three ways, each for a different kind of signal.

Badges — a running count on the sidebar

Small number pills sit on the sidebar items where something is waiting. They clear on their own the moment you open the thing they point at.

Badges refresh on a background poll roughly every 20 seconds while the tab is open; anything you do updates instantly. When the sidebar is collapsed, badges appear as small dots instead of counts.

Banners — expandable alerts inside the sidebar

When work needs you, a coloured banner appears in the sidebar so you can act without leaving the current screen. There are three: contracts newly assigned to you, new @mentions or replies in comments, and contracts that need attention (rejected or on hold). Click a banner to open the item directly, or expand it to see up to six at once.

Toasts — brief confirmations that fade

Small messages slide in to confirm an action (Archived to repository, Reminder sent, Contract fully approved) and disappear on their own. Two toasts are worth knowing:

• Live assignment. If an admin assigns you a contract while you're working, a toast tells you within seconds — e.g. “Jordan assigned ‘MSA — Acme’ to you”. A bulk hand-off is summarised into one toast, not one per contract.
• Sync notice. If a teammate's change lands while you're on the same workspace, you'll see “Workspace was updated elsewhere — refreshed to the latest.” — Pishik has already pulled in the newer version for you.

Note — deleting something (a collection, a saved path, a comment) asks you to confirm first, unless an admin has turned off confirm on delete in the workspace preferences.

The Board: columns, cards, and quick actions

My workspace opens on your Board — a five-column view of every active contract you own. Cards move between columns automatically as a contract's status changes. There's no drag-and-drop: you never move a card by hand, and it can never end up in the wrong column.

The header above the columns summarises the same thing in one line — how many are active, in review, signing, and need attention. Each card shows the contract type, a priority flag, its deadline (turning red when overdue), the current stage and reviewer(s), a progress bar, and signing status.

Quick actions

Hover a card to reveal two shortcuts without opening it:

1. Send reminder (the bell) nudges the reviewers still pending on that contract.
2. Open document (the arrow) opens the underlying file in your storage in a new tab.

A Draft card also shows a Start button, which emails the first stage's reviewers straight away. Click any card to open its full detail in a side-peek.

Admins can point the Board at a teammate's workspace or the whole team using the picker at the top right. An Admin view pill makes it clear you're looking beyond your own work — and every action you take there is logged under your own name.

The Team board: filters, search, due-soon, and view-only cards

The Team board shows everything the whole team is working on and who owns it — one place to see the shape of the team's workload. It appears in the sidebar once your workspace has more than one active member.

You can open anything for context, but acting on someone else's contract needs delegated access or an admin role. Read-only cards carry a shield View marker, and the server enforces the same rule — the label isn't just a hint.

Group and filter

1. Switch between By status and By person with the toggle at the top right.
2. Narrow the view with the controls: search by title or counterparty, filter by member (including Unassigned), by status, or by contract type.
3. Toggle Due soon to show only contracts due within 7 days; it also shows a live count of anything overdue.
4. Landed on an empty result? Use Clear filters to reset in one click.

In the By person view, each member's grid caps at eight cards with a Show all expander. Contracts still owned by a former (archived) teammate stay visible in their own labelled group, so live work never loses its visible owner.

Dashboards: your personal view vs. the admin command center

The Dashboard adapts to who you are. Everyone reads it in the same order — stat cards, tagged items, then action lists — so the mental model carries over if your role changes.

Your dashboard (every member)

Titled Your dashboard, scoped strictly to your own workspace (plus any workspace delegated to you). Top to bottom:

• New — assigned to you: a highlighted inbox of contracts just handed to you, each with the assigner's note.
• Stat cards: active contracts, overdue, due in 7 days, waiting on reviewers, and open tagged items.
• Tagged items: comments where a teammate @mentioned you or replied — jump straight into the thread, or mark them resolved or dismissed.
• Needs your action: rejected, on-hold, overdue, and unsent-draft contracts, one row each.
• Your deadlines, Waiting on reviewers (with one-click reminders), and Reminders & to-dos.
• Recent activity in your workspace, with actions by others clearly attributed.

Team dashboard (admins)

Admins get Team dashboard — the command center — marked with an Admin pill and organised into five tabs:

Stat cards on the Overview are clickable and jump to the relevant tab. The Workload, Deadlines, Queue, and Statistics tabs each offer a printable report export — and every export is recorded in the audit log.

You need an admin role to see the Team dashboard; regular members see the personal dashboard.

The Sent page: honest delivery statuses, pixel-faithful previews, one-click resend

The Sent page is the complete record of every email Pishik sent for you — review requests, reminders, status updates, assignment notices, and on-behalf notices. Pishik sends these automatically the moment a stage activates; there's nothing to send by hand.

Awaiting reply

At the top, an Awaiting reply zone lists every reviewer who's been emailed but hasn't decided yet. Each row offers Resend (a fresh copy of their review email) and Remind (a nudge), and flags anyone overdue.

Delivery log

Below that, the full log — filterable by All, Requests, Reminders, Status, and Assignments. Statuses are honest, never optimistic:

Click any entry to open a pixel-faithful preview of exactly what the recipient received — branding, instructions, document links, and buttons — and resend it in one click if a decision is still pending.

Scope — you see mail from your own (and any delegated) workspace. Admins see the whole team and can filter by member to audit anyone's outbound mail; from a pending review email's preview, an admin can also record the reviewer's decision on their behalf.

The Repository and collections: search deep, group by vendor, restore anytime

The Repository is your searchable record of completed agreements, listed newest-first. When a contract is done, you archive it from the board and it moves here for safekeeping.

Search and filter

The search box reaches further than a title match — it looks across the title, type, counterparty, collection, document names, reviewer names, and even your notes. Alongside it, filter by contract type or team member, and group the view three ways with the toggle: Collections, Type, or All.

Each row shows the archive date, document count, owner, type, and signing state (Fully signed, 1 of 2, or Approved), with a direct link to the signed agreement when one is attached.

Collections

Collections are folders for grouping related agreements — an Oracle collection holding every Oracle renewal, say, so a vendor's whole history lives together.

1. Open Repository and click Manage collections to create, rename, or delete one.
2. To file a contract, use the folder button on its row and pick a collection (or Uncategorized).

Note — deleting a collection never deletes contracts; they simply become uncategorized. Archived contracts can be restored back to your board at any time.

Autosave, background sync, and picking up where you left off

You never press Save in Pishik. Three quiet systems keep your work safe and everyone on the same page.

Autosave

Edits — a note, a to-do, a deadline, a comment — save to the cloud on their own, moments after you stop. There's no save button and no unsaved-changes trap.

Background sync

Pishik checks the server for changes about every 20–25 seconds, and again the instant you switch back to the tab, so a reviewer's decision or a teammate's edit appears without a manual refresh. Polling pauses while the tab is hidden to stay light, and anything you do applies immediately. When newer data arrives mid-edit, a toast lets you know Pishik refreshed to the latest — your typing is never overwritten.

Where you left off

Close the tab and come back, or just refresh, and Pishik reopens exactly where you were — the same view, the same open contract. This is private to you: your navigation is remembered per person and never affects a teammate.

If your session ends mid-edit

Sessions can end while you're working — an admin resets your password, or you've simply been away a long time. Instead of dumping you at the sign-in screen and losing your work, Pishik holds your unsaved changes safely and shows a dialog asking you to sign back in on the spot (two-factor codes and backup codes included). The moment you're back in, your pinned changes are saved — no page reload.

Good to know — the rare exception is when your workspace has just started requiring two-factor: enrolment needs a reload, and your held work is restored right after the fresh sign-in.