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Welcome to your Formality dashboard

Your dashboard is the place where contracts, counterparties and deadlines come together at a glance. It helps you manage your assets without wasting time or information.

🎯 What you can do right now

1

Import your contracts

Drag and drop your documents or import them in one click. Formality automatically identifies essential metadata (dates, parties, obligations).

Some integrations are available to automate contract import.

2

Keep the essentials within reach

Access your agreements, counterparties and tasks immediately, with direct links to dive deeper.

3

Follow your latest updates

View your three most recently added agreements, with shortcuts to the associated entities and contacts.

This panel only appears if actions are required from you.

4

Never miss a deadline again

Your tasks and critical dates are clearly displayed to anticipate renewals and approvals.

5

Keep your notes where they matter

All your annotations remain attached to your contracts and counterparties. They are filterable and retrievable in seconds.

6

View your Assets

An interactive map gives you an overview of your sites and links each asset to its agreements for clear and fast portfolio management.

What you see depends on your rights

Each user has a personalized view:

• An admin sees the settings, all modules, entities and agreements.

• An non-admin sees only the data they have access to, according to the defined permissions.

👉 You always work within a secure and structured framework.

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📚 Related articles

• Managing permissions in Formality

• Integrate Formality with your tools

• Track your deadlines and tasks