Quick Start Guide
Get up and running with DealView in under 5 minutes. Learn the basics of uploading, analyzing, and managing your contracts.
Welcome to DealView! This guide will help you get started with AI-powered contract intelligence in just a few minutes.
Step 1: Upload Your First Contract
After signing in, you'll land on your Dashboard. From here:
- Click the Upload button in the top navigation
- Drag and drop a contract file (PDF, DOCX, or DOC)
- Wait for the upload to complete
Have lots of contracts? Use the Migration Wizard to import hundreds of contracts at once from a ZIP file or cloud storage.
Step 2: AI Analysis
Once uploaded, DealView's AI automatically analyzes your contract. This typically takes 30-60 seconds.
The AI extracts:
- Parties - Who's involved in the contract
- Key Dates - Start, end, renewal, and termination dates
- Financial Terms - Value, payment schedules, penalties
- Risks - Unusual clauses, missing protections
- Obligations - Commitments and deadlines
Step 3: Review Results
Navigate to Contracts in the sidebar to see your analyzed contracts. Click any contract to view:
- Overview tab - Key extracted information at a glance
- Analysis tab - Detailed AI findings
- Timeline tab - Important dates and milestones
- Risks tab - Flagged issues and recommendations
Step 4: Search and Filter
Use the search bar or filters to find specific contracts:
- Search by party name, contract type, or any text
- Filter by date range, value, risk level, and more
- Save frequently used searches for quick access
DealView supports natural language search. Try queries like "NDAs expiring this quarter" or "contracts over $100,000".
What's Next?
- Set up your workspace for team collaboration
- Connect integrations to sync contracts from cloud storage
- Explore advanced features like bulk operations and custom reports
Need help? Use the chat widget in the bottom-right corner or contact support.