In short
Open Contracts and choose Upload contract. Add the file, say who you represent, choose a playbook or template if you have one, and pick the teams that can see it. The review is ready once the status changes from Processing to Ready.
Step 1
Open Contracts
In the menu on the left, choose Contracts, then Upload contract. You can also upload from the Dashboard.
Step 2
Add the document
Choose the file, a PDF or a Word document, and give the contract a title you will recognise.
Step 3
Add the details
Say who you represent in this contract and choose the contract type.
Step 4
Choose review and access
If you have one, pick the template or playbook to check it against. Then choose the teams that can see it.
Step 5
Wait for Ready
Gathersense prepares the document. The status changes from Processing to Ready after a short wait.
Step 6
Read the review
Open the contract. Each tab answers one question: Summary, Risks, Commercial, Playbook and Template.
