Flow 9

Workbench Template → Editor

Choose a role-specific template (e.g. freelancer contract review or accountant client packet), and BrieflyGo opens the Soft Editor pre-configured for that exact workflow — the right steps, the right tools, and the right CTA already in place.

Workbench Template → Editor primary screenshot
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Routes
/freelancer_contract_review/startup_contract_review/edit_and_sign/accountant_client_packet/legal_data_extraction/team_identity_kit/editor-soft?template=[name]
ELI10

Choose a role-specific template (e.g. freelancer contract review or accountant client packet), and BrieflyGo opens the Soft Editor pre-configured for that exact workflow — the right steps, the right tools, and the right CTA already in place.

W5

Who: freelancers, accountants, founders, consultants, agencies, and teams with a known document workflow.

What: template redirect, editor pre-loaded with workflow context, guided multi-step document processing.

When: the user knows their role and wants a faster start than uploading a blank PDF.

Where: template landing page → /editor-soft?template=[name].

Why: guided workflows reduce decision fatigue and surface the right product features for each role.

Flow graph

Screens and paths in this flow

Each step connects to its screen manual. Follow the nodes left-to-right to trace the document journey.

3nodes
Step 1Freelancer_contract_reviewNavigate to /freelancer_contract_review in this flow.
Step 2Startup_contract_reviewNavigate to /startup_contract_review in this flow.
Step 3Edit_and_signNavigate to /edit_and_sign in this flow.
Workbench Template → Editor7 routes · 4 actions
Freelancer_contract_reviewStartup_contract_reviewEdit_and_signAccountant_client_packetLegal_data_extractionTeam_identity_kitTemplate=[Name]
Step 5Legal_data_extractionNavigate to /legal_data_extraction in this flow.
Step 6Team_identity_kitNavigate to /team_identity_kit in this flow.
Step 7Template=[Name]Navigate to /editor-soft?template=[name] in this flow.
Watch-outs

Templates redirect immediately — there is no intermediate UI between the template URL and the editor.

Each template sets a userMode param that controls which editor panels and CTAs are visible.

Available templates: freelancer_contract_review, startup_contract_review, edit_and_sign, accountant_client_packet, legal_data_extraction, team_identity_kit.

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