Quick Start Guide

Welcome to Zelosify! Follow these steps to get started

Step 1: Accept Your Invitation

• Check your email for the Zelosify invitation from your organization admin
• Click "Accept Invitation" and set your password (or sign in via SSO if configured)
• Complete your profile information

Step 2: Complete Onboarding

• After first login, you'll be guided through a brief onboarding wizard
• Set your notification preferences
• Choose your default dashboard view

Step 3: Explore Your Dashboard

• The dashboard provides an at-a-glance overview of:
  • Active contracts and their status
  • Upcoming renewals and deadlines
  • Pending signature requests
  • Recent vendor activity
  • AI credits remaining

Step 4: Upload Your First Contract

• Navigate to Contracts → Upload
• Drag and drop a PDF contract (up to 50MB for Starter, 100MB for Professional)
• Zelosify's AI will automatically extract:
  • Contract parties
  • Effective dates and expiry
  • Key obligations and terms
  • Financial values and payment terms

Step 5: Try the AI Assistant

• Open any uploaded contract
• Click "ZEL AI" in the sidebar
• Try questions like:
  • "What is the termination clause?"
  • "When does this contract expire?"
  • "What are the payment terms?"

Step 6: Create Your First AI-Drafted Contract

• Navigate to Contracts → New Contract
• Select a template or start from scratch
• Let the AI guide you through clause selection
• Customize terms and export

What's Next?

• Add your first vendor →
• Set up your team →
• Configure e-signatures →

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