Product flows, split into readable rooms.
Each flow explains what the user is trying to do, where it happens, which buttons matter, and what must not break.
Product flows should end in lightweight rooms: editor, quick send, status room, dashboard, or proof vault. The full Board UI stays hidden from normal product paths.
Risk Report -> Editor -> AI Re-check
Upload a document, let BrieflyGo explain risks in plain English, open the same document in the editor, apply fixes, then ask AI to check the edited version.
/scan/report/[id]+1 routes
Editor -> Send Anyway -> Quick Send
If risks remain but the user still needs to move forward, BrieflyGo packages the edited PDF, warns clearly, and sends the user into the lightweight Quick Send flow.
/editor-soft/board/doc/[id]/quick-send+1 routes
Quick Send Studio
Add recipients, drag fields onto the PDF, protect the signer link, and send in a few clicks.
/board/doc/[id]/quick-send
Form Guide -> Editor -> Save Copy
Pick an official form, open the real PDF in Soft Editor, fill or annotate it, then keep a copy by downloading it to disk or emailing it to yourself.
/forms/irs-w-9/editor-soft?form=W-9&fileUrl=/forms/irs/fw9.pdf&source=catalog+1 routes
Signer Flow
A recipient opens a protected link, verifies access if needed, fills assigned fields, signs, and the sender sees progress.
/board/sign/[token]/board/sign/[token]/verify+2 routes
Dashboard Lifecycle
The dashboard answers one question: what should I do next with my documents?
/dashboard
Proof Vault
After signing, BrieflyGo keeps the final PDF and the audit evidence together so the user can prove what happened.
/dashboard/api/board/envelopes/[id]/audit-pdf+1 routes