Welcome to Hevi, your AI-powered contract administration platform. With Hevi, you can find instant answers from your contracts, get real-time AI alerts from your site diaries and emails, and manage all your contract workflows and cases in a purpose-built platform. In this blog post, we'll walk you through how to set up a new project in Hevi from scratch. Follow these steps to streamline your contract management process.

Getting Started with Hevi

1. Navigate to the Admin Settings

Begin by logging into your Hevi account and accessing the chat portal. In the bottom left corner, you'll find the admin settings. Click on this to get started.

2. Set Up User Groups

In the admin settings, you'll see relevant user groups set up according to regions, business units, projects, or clients.

3. Add a New Project

Click on the "Add Project" button, enter a name for your new project and hit save. This will create your new project.

4. Assign User Permissions

After creating the project, you need to assign user permissions. Navigate to the user permission section and assign roles to the users. For example, you can assign yourself the role of owner and save the changes. Your new project will now appear in the project list.

5. Set Up Folder Structures

Navigate to the new project, where you'll find empty sections for documents, emails, and site diaries. You can set up the folder structure as per your preference. Create folders like "Head Contract" and "Subcontracts" and add subfolders for detailed organization.

6. Upload Documents

To upload documents, navigate to the desired folder, drag and drop your files, and hit save. You can rename, move, or delete folders and documents as needed.

Utilizing Hevi’s AI Features

1. AI Reviews for Contracts and Site Diaries

Once your documents are uploaded, Hevi's AI will process them for contract reviews and site diary management. For example, uploading a main contract document will enable AI reviews of emails and site diaries against this document.

2. Using the Chat Function

Hevi allows you to chat with your documents. For example, you can ask specific questions about the contract, and the AI will provide answers with clause references and page hyperlinks. This feature helps you quickly find relevant information within your documents.

3. Importing and Reviewing Question Sets

You can import a set of pre-populated questions and run a document review process. The AI will provide answers in a question and answer format, complete with clause references and hyperlinks. These answers can be exported to a CSV file for further analysis or sharing with your team.

Summary

Setting up a new project in Hevi is straightforward and efficient. By following these steps, you can leverage Hevi's powerful AI features to manage your contracts and site diaries more effectively. From organizing your project documents to utilizing AI for detailed reviews, Hevi simplifies the entire process.

We hope this guide helps you get the most out of Hevi. For more detailed tutorials on each feature, check out our other demo videos. If you have any questions, feel free to reach out to us today. Visit hevi.app to learn more and get started.

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