Getting Started
Uploading your first contract
Walk through your first contract analysis from upload to report with an interactive step-by-step guide.
What You'll Learn
By the end of this walkthrough you will know how to upload a PDF contract or contract photos, start a Contract Scan, review the generated analysis, access recommendations, and save the scan to your account for later reference.
Helpful Tips
Upload every page of your contract. Ensure photos are clear and well lit. Include appendices whenever possible. Higher-quality documents produce more accurate analysis.
Helpful Tips
- Upload every page of your contract.
- Ensure photos are clear and well lit.
- Include appendices whenever possible.
- Higher-quality documents produce more accurate analysis.
Interactive Walkthrough
Follow the interactive step-by-step guide below to upload your first contract and generate your first ClickSabi analysis.
Start a new analysis
From the dashboard, choose Analyze Another Contract, or open Contract Analysis and select New Analysis.
Add your document
Upload a PDF, or take photos of a printed proposal. Include every page — pricing pages and terms pages usually carry the clauses that matter most.
Confirm the company
Before the report opens, ClickSabi asks you to confirm the company name and website it detected. Correcting this here keeps your Company Insights accurate.
Read the report
You'll get a plain-English summary, extracted financial terms, flagged risks, and a risk score. Everything is saved to Analysis History.
Related articles
- Getting StartedCreating your accountSign up for ClickSabi in under a minute and set up your workspace.
- Getting StartedVerifying your emailConfirm your email address so alerts, reports, and password resets reach you.
- Getting StartedUnderstanding the DashboardA tour of the ClickSabi dashboard, KPIs, and quick actions.
- Contract AnalysisSupported document typesWhich file formats ClickSabi can analyze, and what works best.
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