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Features/Uploading Contracts

Uploading Contracts ​

Contract Analyzer reads PDF and DOCX (Word) files. Drop them onto the Documents page and the rest happens on its own — classification, queuing, analysis.

The Drop Zone ​

When a project is empty, the entire Documents page is one big drop zone. You can't miss it — it's the whole workspace, prompting you to drag files in.

Once the project has at least one contract, the drop zone compresses into a slim upload bar at the top of the Documents list. Same functionality; it just gets out of the way of the contracts you're already working with.

Multi-File Upload ​

You can drop ten files at once — or a hundred. Every file uploads in parallel and each one queues its own analysis independently. You don't wait in line.

That means it's fine to grab a full folder from your data room and drop it onto the page. Go get coffee while it works.

Auto-Classification ​

As each file uploads, the AI runs a quick structure pass and detects its document type — MSA, SOW, NDA, Lease, whatever types the project's template defines. You don't pick the type yourself.

The detected type shows up as an editable badge on the contract's detail page. If the AI gets it wrong (it happens — shared templates, unusual headers), click the badge to correct it.

Status Badges ​

Every contract in the Documents list carries a status. The left border of each row color-codes it so you can scan the list at a glance:

  • Uploading — file is still transferring to S3.
  • Ready — uploaded, not yet analyzed.
  • Analyzing — AI extraction is running.
  • Complete — analysis finished, matrix cells populated.
  • Error — something went wrong; click the row for details.

Sync vs. Async Analysis ​

Contract size determines how the analysis runs:

  • Under 1 MB — analyzes inline with a progress indicator. Usually done in under a minute.
  • 1 MB and over — queues to a background worker. You'll get an email when the job finishes.

Either way, you don't have to keep the tab open. Close it, come back later — the results will be waiting.

→ For more detail, see Running AI Analysis.

File Size & Naming Tips ​

TIP

A clear filename makes the Documents list much easier to scan. The AI doesn't care what the file is called — it reads the contents — but 2024-Q3-MSA-AcmeCorp.pdf browses better than scan_003.pdf.

TIP

A scanned PDF that hasn't been run through OCR is just a bundle of images. The AI can't read images — extraction will fail. Run the file through an OCR tool (Adobe Acrobat's Scan & OCR, or any dedicated utility) before uploading. This is a common diligence pitfall, especially on older contracts or legacy archives; if a contract comes back with an extraction error, check that it's actually text-searchable first.

→ For more detail, see Running AI Analysis. → For more detail, see The Analysis Matrix.