Welcome to LegalSifter Review User Training! This guide provides a comprehensive overview of how to effectively use LegalSifter Review to make your contract review process faster, easier, and more accurate. When you upload a document, our algorithms called "Sifters" will analyze your document against your selected playbook templates to flag issues in your document.

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1. Navigate to https://app.legalsifter.com. Click "SIFT DOCUMENT"

2. Click the Document Type (Playbook) that matches the document you are going to review. For this demo, we will select 'Mutual Nondisclosure Agreement'.

3. Click "Continue"

4. Select a document from your computer drive that you want to review. It can be in PDF or Word format and click "Open"

5. The document will immediately start sifting. The sifting typically takes 30 seconds to 2 minutes. Once the document has been sifted, it will provide you with the time and date that it was sifted. Then select "OPEN" to view the sifted document.

6. The top of the screen shows concepts that the Sifters have identified as missing from the document.

7. These missing concepts are all concepts that were not found in the contract. After you review each missing concept, you can resolve the ones you have reviewed by clicking the checkmark on the righthand side.

8. If there is a missing concept that you may want to incorporate into the contract, click on the missing concept, and copy the 'RECOMMENDED LANGUAGE' by using the shortcut keys, CTL + C .

9. If you right click your mouse to copy and paste, you will get an alert telling you to use the shortcut keys. Click "GOT IT!"

10. Select language that you want to copy, and type "ctrl + c"

11. Scroll through the contract and decide where you would like to paste the language. Paste the language by clicking CTRL+ V. The language will appear as an edit and your name will appear next to any edits you make to the contract. These edits will appear as tracked changes. You can add, edit, or remove any language in the sifted document.

12. Continue reviewing the missing concepts and resolve them as you review by clicking on the checkmark on the right side of each box.

13. You can also bulk dismiss or bulk add all of the missing concepts by checking the box marked 'Missing' in the ribbon at the top of the screen.

14. To add any Sifters you dismissed back into the document, open the "Sifter Summary" dropdown menu.

15. From the Sifter Summary menu, click "Missing"

16. Click any checkbox to restore any missing concepts that you resolved.

17. To bulk dismiss or bulk add in all of the Sifters, click the box next to "Missing" at the top of the list.

18. Click here to view the found Sifters in the Sifter Summary menu. The Sifter Summary menu will display the Sifters in alphabetical order by order of priority determined by the playbook's setting.

19. Click on any Sifter in the menu to navigate to the location in the document where the concept is found.

20. For more information about the Sifter or to submit a Sifter Trainer, click the three dots to the right of the sifter name.

21. Click "Sifter Description" for a description of the Sifter.

22. Click here to minimize the Sifter Summary

23. You can review the found concepts by reviewing the Sifters in the right margin. You can analyze the language in the document and compare it to the Guidance found by clicking on the Sifter in the right margin. If you don't want to incorporate any information from the Sifter, you can dismiss the Sifters in the same way that you would resolve the missing concepts, by clicking on the checkmark. You can also copy and paste any language you do want to incorporate.

24. To add a comment, highlight the language you want to comment on and right click.

25. Click "Add comment"

26. Add the comment you want to leave and click "Comment"

27. You can also click the comment icon to add a comment to selected text.

28. Click this checkbox to bulk dismiss or bulk add all of the Found Sifters. You can also dismiss the found Sifters by opening the Sifter Summary and checking or unchecking the found Sifter boxes.

29. Click here to share a document internally with anyone who is a licensed user of the LegalSifter Review.

30. Click this text field to add the user's email

31. Click submit to send the user an email with the document you want them to review in the site. You can adjust the permission given to the user you are sharing with to either make them an 'editor' or 'viewer' and you can include a message to them as well.

32. When your review in the application is complete, you can export a document into Word, click "Export". You can choose whether or not to display Sifter guidance when exporting your document. If you DO NOT want sifters to be displayed, be sure to bulk dismiss all missing and found Sifters before exporting to only export your redlines.

33. Click on the question mark icon ( "?" ) for a list of help options.

34. Clicking on "Help Center" will provide access to may help articles and videos which can be searched by keyword.

35. If you select 'Chat', you can chat with a live person from 8am to 8pm ET.

36. You can also reach out to our Support team at any time by sending an email to help@legalsifter.com.