Getting Started with ArenaDocs
Welcome to ArenaDocs! This guide will help you get up and running quickly.
Table of Contents
- Prerequisites
- Logging In
- Interface Overview
- Your First Document Review
- Your First Clause Draft
- Next Steps
Prerequisites
Before you begin, ensure you have:
- Microsoft Word - Microsoft 365 subscription (web or desktop)
- ArenaDocs Add-in - Installed by your organization's IT administrator
- Login Credentials - Your organizational email address
Logging In
- Open Microsoft Word and create or open a document
- Launch ArenaDocs from the Add-ins ribbon or Home tab
- Click "Login" on the welcome screen
- Authenticate using your organizational email
- Grant permissions if prompted
Tip: ArenaDocs uses your email domain to automatically connect you to your organization's clause library and templates.
Interface Overview
After logging in, you'll see three main tabs:
Chat Tab
The Chat tab is your conversational interface for:
- Asking questions about your document
- Getting AI-powered insights with citations
- Making inline edits using Edit Mode
Draft Tab
The Draft tab helps you:
- Generate new clauses from descriptions
- Create complete documents
- Browse your organization's clause library
Review Tab
The Review tab enables:
- Comprehensive document reviews
- Template comparisons
- Issue identification and resolution
Your First Document Review
Let's run your first AI-powered document review:
Step 1: Open a Document
Open any contract or legal document in Microsoft Word.
Step 2: Navigate to Review Tab
Click on the Review tab in the ArenaDocs panel.
Step 3: Select Document Type
Choose the appropriate document type from the dropdown:
- Sponsorship Agreement
- Vendor Agreement
- Event Agreement
- Hotel Agreement
- And more...
Step 4: Run Review
Click "Run Review" to start the AI analysis.
Note: Reviews typically take 30-60 seconds depending on document length.
Step 5: Review Results
The AI will identify issues organized by severity:
| Severity | Meaning |
|---|---|
| High | Significant legal or business risk |
| Medium | Moderate concern requiring attention |
| Low | Minor improvement opportunity |
Step 6: Navigate to Issues
Click "Go to Issue" to jump directly to the problematic section in your document.
Step 7: Fix Issues
Click "Open in Edit Mode" to switch to the Chat tab with the fix pre-loaded.
Your First Clause Draft
Generate your first AI-powered clause:
Step 1: Navigate to Draft Tab
Click on the Draft tab in the ArenaDocs panel.
Step 2: Select "Draft New Clause"
Choose the option to draft a new clause.
Step 3: Describe Your Clause
Enter a natural language description of what you need:
Payment terms requiring 30-day payment window with
2% monthly late fee and right to suspend services
after 60 days of non-payment
Step 4: Generate Options
Click "Generate" to receive 4 different clause options.
Step 5: Review Sources
Each option shows which templates influenced the language, helping you understand the basis for the generated text.
Step 6: Insert Clause
Select your preferred option and click "Insert" to add it to your document.
Tip: Enable "Track Changes" before inserting to maintain an audit trail.
Your First Inline Edit
Use Edit Mode to make AI-powered changes:
Step 1: Navigate to Chat Tab
Click on the Chat tab in the ArenaDocs panel.
Step 2: Enable Edit Mode
Toggle "Edit Mode" at the bottom of the chat interface.
Step 3: Select Text
In your Word document, select the text you want to modify.
Step 4: Describe Changes
In the chat input, describe what changes you want:
Make this clause more protective of our intellectual
property rights and add a provision for audit rights
Step 5: Review Redline
ArenaDocs will show a redline preview comparing the original and revised text.
Step 6: Accept or Reject
- Click "Accept" to apply the changes
- Click "Reject" to cancel
- Enable "Track Changes" option for audit trails
Next Steps
Now that you've completed the basics, explore these guides:
- User Guide - Complete feature documentation
- Chat & Edit Mode - Master the Chat tab
- Drafting Guide - Create professional clauses
- Review Guide - Comprehensive document review
- Clause Library - Manage your clause library
Quick Tips
| Tip | Description |
|---|---|
| Refresh Context | If your document changes significantly, the AI will automatically update its understanding |
| Citations | Click on citations to navigate directly to that section |
| Keyboard Shortcut | Press Enter to send a message, Shift+Enter for new line |
| Track Changes | Always enable track changes for important edits |