Expert-level documentation for every Atlas module. Also reachable from the Help button on any page.
End-to-end onboarding for every connector: required credentials, where to get them, required scopes, and a step-by-step setup checklist.
UI controls, analytics ids, API routes, MCP tools, and validation contracts for CRM, PDF Studio, signing, contracts, and Growth.
Auth, rate limits, idempotency, pagination, webhooks. One-click downloads of the OpenAPI spec, a Postman v2.1 collection, and the matching environment.
Step-by-step setup for Claude Desktop, Cursor, Cline, and any other MCP host. Tool catalogue, env vars, security model, and troubleshooting all in one place.
OAuth scopes, webhook validation, object mapping, sync behavior, rollback, and sandbox verification guidance for every first-class connector.
Looking for module guides? Use the search below or browse the grouped index.
A command center that connects standalone business modules without owning them.
Accounts, contacts, deals, activity, forecasting, imports, and customer timelines.
Contract lifecycle, approvals, SLAs, renewal packets, and legal evidence.
Envelope preparation, signer routing, reminders, certificates, and audit trails.
A plain-English map of what every Atlas module owns.
Standalone PDF upload, preview, edit, organize, protect, OCR, sign, and export.
The atomic unit of work in Atlas.
Kanban with tenant-defined swimlanes.
Mobile-first, enterprise-grade calendar with month / week / day views.
Month / week / day views with holidays + connected calendars.
One query across tasks, wiki, projects, goals, comments.
Containers for tasks with health + portfolio rollups.
Turn a freeform sentence into a task + subtasks, no LLM required.
Read-only KPI surface across every module.
Track repeating routines with streak + at-risk detection.
Pomodoro timer + Eisenhower matrix in one page.
Keyboard-only GTD flow - one card at a time.
End-of-day review with streak + carryover suggestion.
Per-user inbox of actionable events with web push + email delivery.
Daily journaling tied to your task replica - context for future-you.