Getting started

Request an invite and redeem your code

Pishik is in private, invite-only beta, so the first step is asking for a code. There's no automated waitlist — a person reads every request and emails you a single-use invite code that looks like PISHIK-XXXX-XXXX.

Request an invite

1. Go to Request an invite.
2. Fill in your Name, Work email, and Company, and add a couple of sentences about your contract flow — who reviews your contracts and roughly how many you run a month.
3. Press Request an invite. We review every request by hand and email you a single-use code — because a person reads each one, it can take a little while.

Redeem your code

1. Open the sign-up screen. (From the app's sign-in screen you can also choose New to Pishik? Create your company workspace.)
2. On the Invite code step, type your code into the Invite code field and press Continue.
3. Keep going into creating your workspace — the rest takes about a minute.

Codes are single-use. Treat yours like a password — once it's redeemed it can't be used again. If your code says it's already used, expired, or you never received it, see Invite codes and teammate invite links.

Create your workspace: signup, email verification, and branding

You need: your single-use invite code (see Request an invite and redeem your code). Redeeming it makes you the workspace administrator — the owner who can manage everything.

After your code, the setup wizard walks you through seven quick screens. A progress bar tracks Step X of 7 along the way.

1. Welcome — press Get started.
2. Invite code — enter your PISHIK-XXXX-XXXX code and press Continue.
3. Create your account — enter Your name, Work email, and a Password (at least 8 characters), then confirm it. Tick the two boxes to agree to the Terms of Service and Privacy Policy and to acknowledge the Beta Program Agreement. Press Continue.
4. Verify email — we email a 6-digit code to that address. Type it in and press Verify & continue. Nothing arrived? Check spam, or choose send a new code; wrong address, choose Go back.
5. Your company — add your Company logo (optional; PNG, JPG or SVG), your Company name, and a Reply-to email. This branding shows in the app and at the top of every review email, and reviewer replies land at the reply-to address. Press Continue.
6. Invite your team — optional here. You can add teammates now or press Skip for now and do it later. See the note below on who actually needs to be here.
7. You're all set — press Enter Pishik to land on your board.

Every new workspace starts on the free beta plan — no plan to choose and no card — with 10 seats. (The app sometimes labels the beta “early access”; it's the same program.) You can change your logo, name, and reply-to any time under Settings → Company.

Lock down your account first. As the administrator you can turn on two-factor authentication — and require it for the whole workspace — under Settings → Security. See Set up two-factor authentication.

Add reviewers to your reviewer book

Reviewers are the people you route contracts to for approval. They live in your reviewer book — a directory grouped by department — and each one has a name, email, title, and optional note.

Reviewers are not teammates. A reviewer never signs in and never uses a seat — they just receive an emailed link and approve or reject. Only people who sign in to manage contracts need a seat. Adding colleagues who sign in is a different task: see Invite teammates and manage roles and Seats and reviewers.

From Settings (manage the whole book)

You need: an admin role. The Reviewers tab in Settings is admin-only.

1. Open Settings → Reviewers.
2. Press Add reviewer.
3. Fill in Name, Email, Title (e.g. Legal Counsel), a Department, and an optional Note.
4. Press Add reviewer. Use the search box or Manage departments to keep a growing book tidy.

On the fly (while building a flow)

You don't have to prepare the book first — anyone can add a brand-new reviewer without leaving the contract they're setting up.

1. In a stage of the review workflow, press Add reviewer.
2. At the bottom of the picker, choose Add a new reviewer.
3. Enter their Name, Email, Title, Department, and optional Note, then press Add & select.

Use a real email — that's where review links go. Pishik validates the address for this reason. Anyone can add a new reviewer, but editing an existing reviewer's details is admin-only.

Create your first contract from share links

A Pishik contract is built from share links, not uploads — the document stays in your own SharePoint, OneDrive, or Google Drive, and Pishik keeps only the link and the workflow. (More on the model: How Pishik works with your storage.)

You need: a share link to each document you want reviewed — a Word file, Google Doc, Sheet, Excel exhibit, or PDF all work.

1. Press New contract in the sidebar (or open the command palette with Ctrl + K / ⌘ + K and search for it).
2. Give it a Title, pick a Type, and — if you like — set a Deadline, a Counterparty / matter, and the High priority flag. All but the title are optional.
3. Under Documents, paste a share link for the document.
4. For a multi-part contract (e.g. Main Agreement plus an Excel exhibit), press Add document / part and paste another link. Give each part a name so reviewers know which is which.

Paste the full https:// share URL. Anything that isn't a link is rejected with “paste the full https:// share URL”. And remember: reviewers can only open and redline what your share link allows — scope it before you send. See Scope your share links safely.

From here you can Save as draft and come back later, or keep going and build the review flow.

Build the review flow and start the review

A review flow is a stack of stages. Stages run top → bottom in sequence; reviewers within a stage review in parallel, and a stage completes only when everyone in it approves. When a stage finishes, the next stage's reviewers are emailed automatically.

Here's how a two-stage flow reads (illustration — sample data):

1. In the Review workflow section, press Add reviewer and pick someone from your book (or add a new reviewer right there).
2. Add more reviewers to the same stage to run them in parallel; press Add stage to add the next sequential step. Stage names are optional.
3. On a multi-part contract, point each reviewer at the part they own so different parts can be reviewed at once.
4. Reusing this shape later? Press Save as reusable path and choose Only me or Whole team.
5. Press Create & start review to email the first stage's reviewers right away, or Save as draft to start later.

Nothing sends until you start. Starting a review needs at least one stage with a reviewer; a draft only needs a title and one valid link. A draft waits in the Draft column with a Start button on its card.

Email that sends itself: requests, reminders, and the Sent log

There's nothing to wire up. The moment a stage becomes active, Pishik emails each reviewer a branded request with the document link(s) and Approve / Reject buttons. As stages complete, the next reviewers are emailed for you.

Those buttons open a confirmation page first — nothing is recorded until the reviewer confirms, which keeps an email scanner from ever deciding for them. What the reviewer experiences is covered in How to review.

Confirm it went out on the Sent page

1. Open Sent in the sidebar.
2. The Awaiting reply zone lists everyone mid-review, each with a one-click resend or reminder.
3. Every message shows an honest delivery status — Delivered, Failed, or Logged (a decision recorded by hand). Full tour: The Sent page.

Beyond the automatic first send, you can nudge a slow reviewer yourself, and turn on automatic reminders that repeat on a cadence you choose. See Remind and resend and Configure automatic reminders.

Every email carries your logo, instructions, and signature, and replies go to your team's reply-to address — yours, or a company-wide one your admin sets. Tailor all of it under Customize the emails Pishik sends and Company branding.

A reviewer says nothing arrived? Check the Sent page first, then walk through A reviewer didn't get the email.

Approve, track signatures, and archive to the Repository

As reviewers approve, the contract advances itself — its card moves across the board through Draft → In Review → Approved → Signed. A rejection sends the card to Needs Attention and pauses the flow so you can respond; how to recover is covered in Handle a rejection.

Record signatures

Once a contract is fully approved, its detail panel gains a signing section. Pishik records signing status — it is not an e-signature tool.

1. Mark Our side and the Counterparty as signed, and set the signature dates. The status pill reads Awaiting signatures, Partially signed (1 of 2), or Fully executed.
2. Press Link signed agreement to attach the executed document's share link.

The details live in Signature and execution tracking.

Archive to the Repository

1. In the signing section, press Archive to repository to move the contract off your board into the searchable Repository.
2. Need it back? Open it in the Repository and press Restore from repository.

Archiving is optional — the app tips you to archive once a contract is fully executed, but it's your call. One thing to know: adding a stage to (or reopening) an already-approved contract clears its recorded signatures. See Change a review that's already running. Group related agreements with collections in The Repository and collections.