How to get started
From chaos to control — in a single day.
Getting started with Tagd is not a big project. Upload your contracts and let the system do the work — the AI automatically prioritizes which contracts are most important to review based on type, dates, and terms. Don't put it off — start today and have control tomorrow.
Configure and take control
A clear plan from day one to ongoing operations. Implementation typically requires a few hours of your time — we do the rest.
Configure your account
1 hourWe set up your account and invite your administrators. Together you configure the account — alert thresholds, your organization's historical names and aliases (names that may appear in contracts), as well as optional SSO and e-signing services.
- Contact details, organization number, and corporate structure
- Historical names and aliases for your organization
- Thresholds for alerts and monitoring
- SSO and e-signing service integration (optional)
- ERP system integration (optional — one-time configuration)
Upload and import contracts
MinutesUpload existing contracts — Tagd handles thousands of files without any issues. The AI analyzes and extracts all metadata automatically, regardless of format or language.
- Bulk upload of existing contracts via import
- AI extracts parties, dates, amounts, and terms automatically
- Works regardless of format or language
Already here you can review contracts, see automatically generated reports, and any syncs with your ERP system — in just a few minutes.
Import historical metadata
Have metadata from Excel or a previous system? It can be imported and matched automatically against what the AI extracts — existing data is preserved and supplemented.
Organize with folders and permissions
10 minCreate a folder structure based on your needs. Imported contracts land in an import folder and are then moved to the right location. Permissions are linked to each folder so the right people see the right contracts.
- Custom folder structure tailored to your needs
- Permissions per folder and user group
- Imported contracts are reviewed and organized
Invite your entire organization
MinutesEverything is ready. Invite all users — unlimited seats are included. Your whole team can start using the system right away.
- Unlimited users at no extra cost
- Roles and permissions per user
- Legal, procurement, finance, IT — everyone gets access
Frequently asked questions
Answers to the most common questions about getting started.
Tagd is built to be intuitive — most users get started right away without any training. We also offer onboarding support, guides, and ongoing support as part of all plans.
Yes. We help you migrate data from your existing system — whether it's another contract tool, a case management system, or folders with files. Contact us and we'll plan the migration together.
Every new contract that is uploaded is automatically analyzed by the AI. You don't need to do anything extra — it works the same way as the initial upload.
Ready to see it in action?
Book a 20-minute demo. We'll show you how Tagd works with your own contracts — from upload to full control.