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Everything you need to know about using Renewly

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Getting Started

New to Renewly? Start here to learn the basics and upload your first vendor contract.

Uploading Contracts

Learn how to upload vendor contract PDFs and what happens during processing.

Understanding Results

Interpret extraction data including parties, dates, values, and risk analysis.

Managing Contracts

Organize contracts with tags, search, and filters. Edit and delete as needed.

Renewal Alerts

Set up email notifications to never miss a vendor contract renewal deadline.

Auto-Renewal Traps

Understand notice deadlines, severity levels, and how to act before a trap closes.

Portfolio Insights

Automatic portfolio analysis that surfaces renewal patterns, vendor concentration, and spend anomalies.

Contract Review

Review extracted data, approve or reject contracts, and trigger re-extraction when needed.

Contract Calendar

Visual calendar of contract dates with color-coded urgency and filters.

Calendar Sync

Connect Google Calendar or Microsoft Outlook to sync renewal dates.

Analytics

Portfolio health scores, risk metrics, vendor analysis, and trends.

Teams & Organizations

Create teams, invite members, manage roles, and collaborate on vendor contracts.

Workspace Settings

Configure organization name, contract defaults, and settings that apply to all team members.

Account Settings

Manage your profile, subscription, billing, and security.

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts and accessibility features.

Integrations & MCP

Connect Renewly to supported desktop tools, run automated portfolio analysis, and explore integrations.

API Reference

Generate API keys and access contract data programmatically with the REST API.

Activity Log

View and export a full audit trail of all actions across your workspace for compliance.

Custom Fields

Add custom metadata fields to contracts - cost centers, departments, budget codes.

Slack and Teams Notifications

Send contract alerts to Slack or Microsoft Teams alongside email.

Scanned Documents

Upload scanned or image-based PDFs. Automatic detection and vision-based processing.

Document Versioning

Upload new versions of contracts and track the full document history.

Approval Workflows

Require sign-off on high-value contracts, auto-renewals, or all contracts.

Multi-Language Contracts

Upload contracts in any language with automatic detection and English translation.

Salesforce Integration

Sync contract data between Renewly and Salesforce CRM.

E-Signatures

Send contracts for digital signature via DocuSign directly from Renewly.

SOC 2 Compliance

Field-level encryption, data retention policies, and security event monitoring for compliance.

SSO/SAML

Configure single sign-on with Okta, Azure AD, Google Workspace, or custom SAML providers.

Frequently Asked Questions

Quick answers to common questions about pricing, features, and troubleshooting.

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