This walkthrough uses retail leases as an example.
You can follow the same steps for different use cases, such as contracts, reports, leases, or compliance documents.
Step 1: Create a Project
Hover over "My workspace" in the left sidebar.
Click the "+" icon.
Name the Project (e.g. "Retail Leases") and click Create.
Step 2: Create a Collection
Open the new Project in the sidebar.
Click + New and select a template such as Retail Lease Management, or start with a Blank Collection.
Step 3: Upload documents
Open the Collection.
Drag and drop lease files, or click "Add a row" in the Tabular view to upload.
The system reads each document, extracts key information (tenant name, rent, lease term, renewal options, risk flags), and populates the table.
Most documents are processed within seconds to a few minutes.
Step 4: Explore the results
The Collection offers multiple views of the same data:
Insight overview: A summary of patterns and risks across all leases.
Document-level view: The original lease on one side, AI insights on the other—for verification.
Tabular view: Every lease in the same schema, side by side.
Step 5: Ask questions
Open a new chat, type @Retail Leases, and ask a question in plain language:
"Which active leases have renewal deadlines in the next 90 days?"
The Agent searches the relevant Collections and returns an answer with page-level citations.