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Find answers fast and keep your renewal workflow moving
Browse practical guides for onboarding, imports, AI review, billing, reminders, teams, integrations, profile settings, and two-factor authentication.
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Getting Started With TermUp
Learn the fastest way to go from a new account to a working renewal workflow.
Understanding the Dashboard
See how the dashboard highlights urgent renewals, pending review work, and action items.
Uploading and Importing Files
Use direct upload, Google Drive, or Dropbox to get contracts into TermUp.
Reviewing AI Extraction
Understand how to verify extracted fields, risks, and action items before creating a document.
Ask This Document
Use AI-powered Q&A to ask focused questions about one contract or renewal document.
Understanding AI Processing Limits
Learn how upload, page, and AI usage limits work across imports and document processing.
Managing Documents and Renewals
Edit contract details, track renewal terms, and keep document records current.
Reminders and Notification Settings
Control when reminders fire and which channels TermUp uses for a document.
Why Am I Not Receiving Emails From TermUp?
Troubleshoot missing verification, password reset, reminder, and notification emails.
Tasks and Action Items
Use extracted action items and manual task management to keep contract work moving.
Vendors, Categories, and Payment Methods
Keep your contract data organized so search and reporting stay clean.
Teams, Roles, and Permissions
Understand who can see what, who can edit, and how to scope document access.
Reports and Spend Analytics
See how TermUp turns contract data into monthly, annual, vendor, and category insights.
Billing, Plans, and Cancellations
Understand plan limits, monthly vs annual billing, upgrades, and cancel-at-period-end behavior.
Connecting Google Drive, Dropbox, and Google Calendar
Set up supported integrations for import and calendar sync.
Comments and @mentions
Collaborate on a document with threaded notes and direct teammate mentions.
Managing Your Profile
Update your name, phone number, email, password, and notification preferences.
Setting Up Two-Factor Authentication
Protect your account with a time-based authenticator app and a six-digit sign-in code.
Company Switching and Multi-Company Access
Understand how one login can belong to multiple companies and how switching works.
Still need help?
We can point you to the right workflow quickly
If you cannot find the right article, reach out to us at support@termup.io and we will help you get unstuck.