Documentation.

Concept guides, reference docs, and a fully versioned API. Written for the people who will actually read it — your compliance leads, your authors, and your engineering team.

Getting started

• Platform concepts — templates, blocks, variations, deployments, and how they relate.
• Your first template — a 20-minute walkthrough from new account to first deploy.
• Migrating from Word + email — a structured 4–8 week migration playbook.
• Inviting your team and assigning roles — Author, Reviewer, Approver, Deployer, Auditor.

Authoring

• Block composition — locked blocks, free prose, and where to put what.
• Merge fields and typed variables — including calculation rules for amounts and dates.
• State variations and overrides — when to branch, when to override.
• Channel-specific authoring (email, SMS, letter) — character budgets, render previews, channel-specific blocks.

Approvals

• Workflow configuration — single-stage, multi-stage, parallel, conditional.
• Reviewer assignment and load balancing
• Side-by-side diff and comment threading
• SLA timers and escalation

Deployment

• Pre-built connectors — ACE, Latitude, DAKCS, Salesforce, Twilio, FIS.
• Generic connectors — SFTP with signed manifest, REST webhook, S3 drop.
• Cohort and A/B rollouts
• Rollback procedures

Audit & export

• The audit log model — events, hash chain, verification.
• Signed PDF exports
• CSV / JSON exports for analytics
• Independent chain verifier (open source)

Developer reference

• REST API reference — fully versioned, OpenAPI 3.1.
• Webhooks
• SDKs — Python, TypeScript, Go.
• SSO & SCIM — Okta, Entra ID, Google Workspace, JumpCloud.